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 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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Deep Dive into the PeopleSoft Alert Framework

  1. 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. 2. QuestDirect.org About Smart ERP Solutions
  3. 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. 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. 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. 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. 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. 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. 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. 10. QuestDirect.org How Does it Work?
  11. 11. QuestDirect.org Deep Dive into Alerts
  12. 12. QuestDirect.org Define the Query to be Used
  13. 13. QuestDirect.org Add to Notification Registry
  14. 14. QuestDirect.org Create an appropriate message
  15. 15. QuestDirect.org Alert Setup – Query and EWN Tab
  16. 16. QuestDirect.org Alert Setup - URL Tab
  17. 17. QuestDirect.org Search Keys for URL
  18. 18. QuestDirect.org Alert Setup – Message Tab
  19. 19. QuestDirect.org Message Parameters
  20. 20. QuestDirect.org Alert Setup - Email Consolidation
  21. 21. QuestDirect.org Alert Setup – Frequency & Product
  22. 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. 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. 24. QuestDirect.org System Level Overrides
  25. 25. QuestDirect.org BU Level Overrides
  26. 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. 27. QuestDirect.org Run Alerts
  28. 28. QuestDirect.org Alerts in Worklist
  29. 29. QuestDirect.org Alert Detail
  30. 30. QuestDirect.org Explain Text
  31. 31. QuestDirect.org Hyperlink Directly to Transaction
  32. 32. QuestDirect.org Using Notification Dashboard
  33. 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. 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. 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. 36. QuestDirect.org Steve Canter: steve.c@smarterp.com Any Questions?

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