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QuestDirect.org
PeopleSoft Event and
Notification Framework
Steve Canter
Director, Global Service Delivery
Smart ERP Solutions
steve.c@smarterp.com
www.smarterp.com
QuestDirect.org
About
Smart ERP Solutions
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
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
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
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
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
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
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
QuestDirect.org
How Does it Work?
QuestDirect.org
Deep Dive into Alerts
QuestDirect.org
Define the Query to be Used
QuestDirect.org
Add to Notification Registry
QuestDirect.org
Create an appropriate message
QuestDirect.org
Alert Setup – Query and EWN Tab
QuestDirect.org
Alert Setup - URL Tab
QuestDirect.org
Search Keys for URL
QuestDirect.org
Alert Setup – Message Tab
QuestDirect.org
Message Parameters
QuestDirect.org
Alert Setup - Email Consolidation
QuestDirect.org
Alert Setup – Frequency & Product
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
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
QuestDirect.org
System Level Overrides
QuestDirect.org
BU Level Overrides
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.
QuestDirect.org
Run Alerts
QuestDirect.org
Alerts in Worklist
QuestDirect.org
Alert Detail
QuestDirect.org
Explain Text
QuestDirect.org
Hyperlink Directly to Transaction
QuestDirect.org
Using Notification Dashboard
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
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
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
QuestDirect.org
Steve Canter: steve.c@smarterp.com
Any Questions?

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