Difference between revisions of "Creating an Alert"

Revision as of 17:29, 8 July 2009

Creating Alert

http://sourceforge.net/forum/message.php?msg_id=3938031 By: avdalen

I struggled with creating an Alert but now that I have it working, I would like to give a couple of pointers for anyone else who is trying it.

Pre-Requisites

• Emailing must be working. Navigate to General Rules→Client Rules→Client to review, setup and test.

Example 1

1. Log in as an admin (or role with appropriate access)
2. Navigate to Performance Analysis→Performance Measurement→Alert
3. Create a new record, name it Orders (or anything you prefer)
4. Select an existing alert processor or create a new one. This alert processor is the component that will send emails the actual emails.
5. Enter subject and alert message
6. Mark as Valid
7. Save record

Alert Rule Tab

1. Create a new record, name it Orders Alert (or anything you prefer)
2. In the sqlSelect field enter
   • "C_ORDER_ID","DOCUMENTNO","DOCSTATUS","TOTALLINES","GRANDTOTAL"
3. In the sqlFrom field enter
   • C_ORDER
4. In the sqlWhere field enter
   • ISACTIVE='Y' and ISSOTRX='Y'
5. Mark as Valid
6. Save record

Alert Recipient Tab

1. Create a new record
2. Select a User/Contact
3. Save record

Testing the new Alert

Start the Application Server if not yet started.

Open compiereMonitor in a browser http://<your server>/compiereMonitor Navigate to the Alert processor that you assigned to your Alert. Click on run now

Navigate back to the Alert processor in the monitor and check the log.

If the alert failed, you would have to navigate back to the Alert window in compiere. Once the necessary corrections have been made, you have to mark the alert and alert rule as Valid again.

NOTE: Remember to restart the Application Server before you attempt to rerun the processor.

Example 2

Send an alert listing completed orders that are due for delivery within the next 7 days.

Create the Alert as per Example 1 above but this time assign the sqlWhere clause on the Alert Tab as:

• sqlWhere clause

  ISACTIVE='Y' and ISSOTRX='Y' and DOCSTATUS='CO' and ISDELIVERED='N' and DATEPROMISED between sysdate and (sysdate +7)

Example 3

Send a daily alert with an attachment of all order line items, Customer, amount, User who entered the Order, price, etc. to the sales representative whose name is on the quote. (Requires that the User have "email" as notice type in the user window; also check your client_ID - ours was 1000000)

sql Select:

   bp.name , au1.name , o.documentno, ol.line, o.datepromised, mp.name , ol.description, ol.qtyordered, uom.name, ol.priceactual,ol.linenetamt, cur.iso_code, au2.name, au3.name

sql from:

 adempiere.c_orderline ol

join adempiere.c_bpartner bp on ol.c_bpartner_id=bp.c_bpartner_id join adempiere.c_order o on ol.c_order_id=o.c_order_id join adempiere.ad_user au1 on o.ad_user_id=au1.ad_user_id left join adempiere.m_product mp on ol.m_product_id=mp.m_product_id join adempiere.c_uom uom on ol.c_uom_id=uom.c_uom_id join adempiere.c_currency cur on o.c_currency_id=cur.c_currency_id join adempiere.ad_user au2 on o.createdby=au2.ad_user_id left join adempiere.ad_user au3 on o.salesrep_id=au3.ad_user_id

sql where:

ol.ad_client_id='1000000' and extract('day' from ol.created)=extract('day' from timestamp 'now()') and extract('day' from o.created)=extract('day' from timestamp 'now()') and au3.name='REPLACE-THIS-WITH-SALESMANS-NAME'