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Deep Dive into the PeopleSoft Alert Framework

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Presentation by Smart ERP Solutions providing hands on deep dive into the PeopleSoft Alert Framework. The Alerts feature, which is a PeopleSoft Enterprise Component, enables you to alert your …

Presentation by Smart ERP Solutions providing hands on deep dive into the PeopleSoft Alert Framework. The Alerts feature, which is a PeopleSoft Enterprise Component, enables you to alert your organization to errors, changes, and stalled transactions. It is a tool that is not limited to developers. If you can write a PeopleSoft Query, you can create an Alert. With alerts, you can scan PeopleSoft tables and receive alerts when exceptions are found. These alerts can include a link to the PeopleSoft page where you can review or correct the issue. In this session, we take a detailed look at how to set up alerts, how to take advantage of some of the different options, and prove real-world examples of how alerts can help you be proactive in your business.

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  • 1. QuestDirect.org PeopleSoft Event and Notification Framework Steve Canter Director, Global Service Delivery Smart ERP Solutions steve.c@smarterp.com www.smarterp.com
  • 2. QuestDirect.org About Smart ERP Solutions
  • 3. QuestDirect.org Smart ERP Solutions  Comprised of the best former developers, architects, support, functional consultants and executives from PeopleSoft/Oracle  Unique best practices and expertise in PeopleSoft strategic planning, implementation, upgrade and add-on / customization services  Provide cost-effective, robust and repeatable add-on “Smart Solutions” for PeopleSoft applications as an alternative to customizations  High Quality of Service at Every Level and Role: Executive Leadership, Project Management, Functional and Technical Expertise
  • 4. QuestDirect.org Events and Notification Framework The Framework provides 3 features that can be used to monitor business process and create messages when unusual situations occur. • Events • Notifications • Alerts
  • 5. QuestDirect.org Events • Define, implement and run business logic for specified events • Define event and then build event handlers to automatically manage the event with minimal impact to delivered code • Business logic is contained within an Application Package • Requires Programming
  • 6. QuestDirect.org Steps to Set Up and Event • Define the Event in the Event Registry • Write an Event Handler using PeopleCode to execute the desired business logic • Register the Event Handler in the Event Registry
  • 7. QuestDirect.org Notifications • Monitor the system and send notifications when exceptions are found • Notifications can be sent to the Notification Dashboard, email, Worklist, or external system via XML. • Some notifications pre-delivered such as those related to inventory pegging. Others require configuration. • Notifications occur in “real time” • Requires Programming
  • 8. QuestDirect.org Steps to Set Up a Notification • Add a Process Name and Category to the Notification Registry • Create a Context Record to pass information to the framework (record must contain the EOEN_LOG_KEY subrecord) • Write code to implement the Notification using the EOEN_MVC:EOEN_MODEL.EOEN_INTERFACE class
  • 9. QuestDirect.org Alerts • Functionality is similar to Notifications • Instead of system customizations to send alerts in real time, the system is relies on PeopleSoft Query. • Benefit is simplicity – if you can write a PeopleSoft query, you can create an alert. • An Application Engine program is run to generate the alerts based on whatever schedule you feel is appropriate
  • 10. QuestDirect.org How Does it Work?
  • 11. QuestDirect.org Deep Dive into Alerts
  • 12. QuestDirect.org Define the Query to be Used
  • 13. QuestDirect.org Add to Notification Registry
  • 14. QuestDirect.org Create an appropriate message
  • 15. QuestDirect.org Alert Setup – Query and EWN Tab
  • 16. QuestDirect.org Alert Setup - URL Tab
  • 17. QuestDirect.org Search Keys for URL
  • 18. QuestDirect.org Alert Setup – Message Tab
  • 19. QuestDirect.org Message Parameters
  • 20. QuestDirect.org Alert Setup - Email Consolidation
  • 21. QuestDirect.org Alert Setup – Frequency & Product
  • 22. QuestDirect.org Consideration on Frequency • Frequency doesn’t apply to a specific alert (for example a specific order that is on hold) • Frequency applies at the Query level • For Alerts that need frequent feedback, consider including date/time stamp in the query criteria • Run every hour selecting only transactions since the last run • Then run a separate query once per day, selecting only transactions more than one day old
  • 23. QuestDirect.org Notification Overrides • If you put a User ID in the Query results, then the Alert can be sent to that individual • Option to send all notifications for a single BU to a specific user or list of users • Option to send all notifications for the entire system to a specific user or list of users
  • 24. QuestDirect.org System Level Overrides
  • 25. QuestDirect.org BU Level Overrides
  • 26. QuestDirect.org Additional Comments on Overrides • Use this screen to disable specific delivery methods • Worklist is either by User ID or by Role. • Email is either by User ID or by Email Address • Since email cannot be overridden by Role, it can be cumbersome to maintain if you have many users to send to – consider the use of email distribution lists.
  • 27. QuestDirect.org Run Alerts
  • 28. QuestDirect.org Alerts in Worklist
  • 29. QuestDirect.org Alert Detail
  • 30. QuestDirect.org Explain Text
  • 31. QuestDirect.org Hyperlink Directly to Transaction
  • 32. QuestDirect.org Using Notification Dashboard
  • 33. QuestDirect.org Potential Uses for Alerts • Transactions Past Due Date • Sales Orders Not Shipped • Purchase Orders Not Received • PIDs Not Completed • Inventory Stage Errors • Inventory Confirmation Errors • Billing Interface Errors • Inbound EDI Errors • Any area where you have Exception Reports Today
  • 34. QuestDirect.org Additional Considerations • Put some thought into Process Name/Category • Allows you to control the Notification Overrides • Allows you to group the batch processing • Considerations for notification method • Email Alerts are proactive, but want to avoid “spamming” users with many unneeded Alerts • If relying on Worklist, then users need to be conditioned to look there regularly • Use XML Notifications to feed external systems
  • 35. QuestDirect.org APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest
  • 36. QuestDirect.org Steve Canter: steve.c@smarterp.com Any Questions?