Settings > US-G Enter Triggers

US-G Enter Triggers

Purpose of Program

Use this program to enter or edit Triggers related to inventory item activity. Triggers are a special type of Reminder that are automatically created when a specific inventory action takes place. They can also optionally send the user an email when an event occurs so even if you are out of the office but get email on your phone or other mobile device, you will be alerted that the event has happened.

Using Triggers requires that Enable Evo Reminders on Startup is set to Y in US-A Customize Settings

Program Operation

The initial program loads listing all triggers associated with the current user login. You can add a new trigger, delete an existing one, or double click an existing one to edit it. Each trigger requires a trigger code which is the Inventory Action that will calue the trigger to execute. The available options are:

CARACTCLS: A CAR Action was closed Reminder to Owner

CARACTNEW: A CAR Action was created reminder to the team

CARNEW : A new CAR was created Reminder sent to Ownder

CARPENDING A CAR has been marked as Completed and the Initiator gets a Reminder to look into it.

CR APPROVE - Contract Review Reminder when someone approves a SO in CR-B

CR CREATE - Contract Review Reminder when someone assigns a SO in CR-A

DC CLOCKIN - Clockin to the DC module

DIGSIG APP - PO Approval at PO-T.

EPO PRICE - Edit PO Price

ESTD COST Edit Standard cost

EVOSERVICE: test if Evoservice is still running

ITEM A new Part Number was created

OLD BIN Someone moved a part from one BIN to another WC turned off so old BIN stuff

PACKSLIP - Packing slip printed

PART REQ: A Part was requested in WO-K-M

PO A new PO was created

RECEIPTALO A PO tied to a WO was received

RECIEPTQC Parts in PO-C were received to QC

REV Someome changed the Draw/Rev level of a part

RMA An RMA was created

RMA RECPT an RMA was received

SO CLOSE Someone closed a SO

SO DELETE Someone Deleted a SO

SO EDIT Someone Edited a SO

SO INVCD an SO was Invoiced and POSTED (SO-G)

SO TERMS Someone changed the SO terms

SR NEW WO when a new WO is created when called by SR-C

TOOLCALIBD The next Tool Calibration date can check x days before it is due.

WO CLASS P WOA changed the class to P

WO CLASS Y WOA changed the class to Y

WO CLOSE Someone closed a WO

WO RELEASE WO Status became R

REORDER - Item Stock on hand hits Reorder Level

REORDERA - Item Quantity Available hits Reorder Level

EFP - Enter Finished Production.

RECEIPT - Purchased item received

RECEIPTQC - Purchased item received to QC

LOT - Lot Controlled item is within a specified number of days of expiration

SERIAL - Serial Controlled item is within a specified number of days of expiration

BASE PRICE - Item has Base Price changed either in SO-Q-A or IN-B

SO - A new Sales Order is entered or lines are added to an existing order. This will generate a trigger for each line.

SOEDIT - Existing lines on as SO are edited

SODELETE - An existing SO is deleted

PO - A new Purchase Order is entered or lines are added to an existing order. This will generate a trigger for each line.

EPO - A PO is edited. This will generate a trigger for each line.

NONPO - A PO Receipt is past its Estimated Receipt Date

NONSO - A Sales Order is past its Estimated Ship Date

NONWO - A Work Order is past its Estimated Completion Date

For LOT and SERIAL triggers, enter the number of days warning desired in the field for Days Pre

For the "NON" triggers, it checks each time you log on back to the last date you logged in.

If your Security Level number as assigned in PS-A is 1-10, you can create triggers for other users. Select the user for the trigger to alert. If the PS-A setting is greater than 10, you can only create triggers for yourself.

You can select Email reminder and enter multiple email addresses to be emailed the reminder as well as a desktop trigger.

Then enter the Item Number, Type(s), Customer Code, Vendor Code, Work Order, Sales Order and/or Purchase Order the trigger should be limited to.

You can also enter Notes to be associated with the trigger.

Using Triggers

When the trigger action occurs, a reminder will automatically be generated and pop up on the user desktop and optionally be sent an email. A link to the item using IN-A will also be available on the reminder screen. If you have a trigger for the receipt of a specific Purchase Order and multiple lines on the Purchase Order are received, you will get a trigger reminder for each line. You have the ability to select all the triggers and Dismiss all rather than having to dismiss them one at a time.