On a scheduled basis we need to send reports to each vendor of their open orders and pricing/lead time updates.. Only selected vendors will get the reports and the reports will only have their data. Is there a simple way to do this with having to create a report template and automation schedule for each vendor? There are 2 different list of vendors for 2 different reports and each has 60-75 vendors.
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How to send selected vendors a report of their open purchase orders.
+5Best answer by bwhite49
You need to create these 2 reports to list open orders. Have a required parameter of vendor ID for both.
Once the reports are complete, you will need to create 2 generic inquiries. 1 GI gets report 1 and a 2nd GI that gets report 2. You could add an attribute on the vendor screen to designate which report the vendor should get and what GI list they should be a part of. Both GIs should have your vendor contact details such as vendor name, vendor ID, send to email address, etc.
Once this is done, you need to create a business event for each GI connected to two separate notification templates. I would start the BEs as a trigger by action for testing, but you will eventually want to switch it to a trigger by schedule BE. Use the contact info from the GI in the notification template. On the “attach reports” tab of the notification template, you can add the report and pass the vendor ID parameter to the form.
+16
+12You need to create these 2 reports to list open orders. Have a required parameter of vendor ID for both.
Once the reports are complete, you will need to create 2 generic inquiries. 1 GI gets report 1 and a 2nd GI that gets report 2. You could add an attribute on the vendor screen to designate which report the vendor should get and what GI list they should be a part of. Both GIs should have your vendor contact details such as vendor name, vendor ID, send to email address, etc.
Once this is done, you need to create a business event for each GI connected to two separate notification templates. I would start the BEs as a trigger by action for testing, but you will eventually want to switch it to a trigger by schedule BE. Use the contact info from the GI in the notification template. On the “attach reports” tab of the notification template, you can add the report and pass the vendor ID parameter to the form.
+5I don;t see the ability to select a report as a screen in Business Events. For example, PO611000. If I wanted to send this report to each vendor with just their data how would that be done without creating a template for each vendor?
+9Hi
To follow on what
Hope this helps to clarify!
Laura
+5Thanks, it gets more complicated because the client wants to define how often each vendor gets their report so multiple business events each with its automation schedule, The fun never ends,
+12Thanks, it gets more complicated because the client wants to define how often each vendor gets their report so multiple business events each with its automation schedule, The fun never ends,
A business event can be associated with multiple automation schedules, and you can define conditions on each automation schedule.
The only reason why you need two business events is because you have two different forms. I think you can get away with still having 2 business events and having multiple automation schedules with conditions defining each vendor.
I would add two attributes to the vendor screen. Attribute 1 would define which form they should get and Attribute 2 can define the frequency to receive the form (weekly, monthly, etc)
The GIs would be split on attribute 1 through the GI conditions, but attribute 2 can define the automation schedule by adding it as a condition on the automation schedule.
So, if you set an automation schedule to send weekly, you can filter on the vendors with a frequency of weekly in your GI list. You just need to add the attribute in your GI so that it can be used in the conditions. Make sense?
+5It does. Thanks,
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