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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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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APRIL 7-11, 2014
Sands Expo and Convention
Center
Las Vegas, Nevada
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