From Reconnect Envision 2021
The Alerts Framework, 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.
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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 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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Alert Definition – Recipients by User ID
• By User List
• The Operator ID must be a field in the query
• Example – Buyer ID for PO Alerts or Collector ID for
Receivables Alerts
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User List Definition
• By Role
• By SQL Definition (requires development)
• By Query
• By Application Class (requires development)
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Alert Definition – Recipients by User
List
• In this example, the recipients will be anyone in the
specified list
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Alert Setup – Push Notifications
• Category Type – Whether alert will be shown in the Alerts
or Actions tab in the Fluid page top banner
• URL:
• None = The message has no URL Attached
• Notification = User is pushed to the Notification Dashboard
• Transaction = User is pushed to the specific Transaction URL
• Event Name – Generally leave this as the default
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Alert Setup – Email Subject
• Can define a Message Catalog entry for the email
subject for any alert. There is a generic message
provided that is often acceptable.
• 17245
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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 defined in
your email system.
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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
• PO Stage 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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Technical Topic – Editing the Email
Template
• If you don’t like the default email format, it can be altered
via customization.
• Code is found at the following location:
EOEN_MVC.EOEN_MODEL.EoenNotificationByEmail.OnExecute
• Email template is controlled by the HTML object
EOEN_EMAIL_TEXT
• By modifying this code and/or the HTML object, the
contents and/or style of the email can be changed.
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