Users can create alert rules in Order Hub to be alerted when the
fulfillment process is running behind schedule and presents a risk to the timely fulfillment of an
order.
You can configure the following options on the
Alert rules page.
For more information about the Alert rules page within
Order Hub, see
Creating alert rules.
Procedure
You can customize the default business process that is preselected when a
user creates an alert. You might want to set the default business process to the most often used
process pipeline that handles Sales Orders for an organization. By setting a default business
process, you make the job easier for the users that are creating the alerts since they might not
know which business process to choose.
-
Set the
defaultPipelineKey
property to the pipeline that you want to use as
the default.
You can set the property multiple ways.
- In the customer_overrides.properties file.
- Open
<INSTALL_DIR>/runtime/properties/customer_overrides.properties
- Set the following properties, where
yfs.sba.agent.alerts.order
defines the
default for Order-type alerts, and yfs.sba.agent.alerts.shipment
defines the
default for Shipment-type
alerts.yfs.sba.agent.alerts.order.<EnterpriseCode>.defaultPipelineKey=<PipelineKey>
yfs.sba.agent.alerts.shipment.<EnterpriseCode>.defaultPipelineKey=<PipelineKey>
For example,
yfs.sba.agent.alerts.order.Aurora.defaultPipelineKey=SALES-SERVICE-9.5
yfs.sba.agent.alerts.shipment.Aurora.defaultPipelineKey=SALES-SHIPMENT-9.5
yfs.sba.agent.alerts.order.Aurora-Corp.defaultPipelineKey=SALES-SERVICE-9.5
yfs.sba.agent.alerts.shipment.Aurora-Corp.defaultPipelineKey=SALES-SHIPMENT-9.5
- Using the System Administration console. For more information, see Managing properties in the database using the System Management Administrator.
To add options to the If order status has not reached
drop-down menu:
-
Log in to Applications Manager and select .
-
In DOM (DEFAULT), expand .
-
Right-click Order Monitoring and select
Details.
-
Click the Milestones tab.
-
Create a milestone and complete both the Primary Info tab and then
Milestone statuses tab. For more information about the fields, see Order fulfillment: creating a milestone.
The Milestone
Status is the value that is displayed in the drop-down
menu.
Note: Creating an order milestone populates rows in the YFS_ORDER_DATE
table.
To add options to the Date drop-down menu (for
order alerts):
-
Log in to Applications Manager and select .
-
In DOM (DEFAULT), expand .
-
Right-click Order Monitoring and select
Details.
-
Click the Date Types tab.
-
Create a date type. For more information, see Order fulfillment: creating a date type.
The date type Description is the value that is displayed in the
Date drop-down menu.
To add options to the Delivery type drop-down
menu (for order alerts):
-
Log in to Applications Manager and select .
-
In Application Platform (DEFAULT), right-click Process
Modeling and select Details.
-
In the Process Types swimlane, right-click Order
Fulfillment and select Model Process.
-
Click the Conditions tab from the Order Fulfillment
left panel.
-
Expand Conditions.
-
Right-click Order Hub (<yourOrg>) for the applicable organization and
select Create.
-
Complete the details to create a condition. For more information, see Creating a condition.
To add options to the Assign to queue drop-down
menu (for order alerts):
Note: By default, Order Hub creates an order queue and a
shipment queue for an enterprise, and all order or shipment alerts for the enterprise as assigned to
the respective queue. You can assign alerts to different queues for different purposes. For example,
you might want to create a separate queue for an individual buying organization
MyFavoriteCustomer.
-
Create a condition as explained in step 12
but include a condition value to satisfy your queue requirements.
For the example for buying organization
MyFavoriteCustomer, include the
following
statement.
Enterprise Code Is 'Sales1' AND Buyer Organization is 'MyFavoriteCustomer'
-
Create a queue.
-
In Application Platform, right-click Queue
Management and select Details.
-
Create a queue and set the Queue Id and Destination
Name.
The Destination name is the value that is displayed in the drop-down
menu.
-
Create a Service Definition that sends the alert to the queue.
-
In Application Platform, right-click Process
modeling and select Details.
-
In the Process Types swimlane, right-click Order
Fulfillment and select Model Process.
-
Click the Service Definitions tab from the Order
Fulfillment left panel.
-
Right-click Order Fulfillment Services > Order Hub and select
Create.
-
Enter information in the applicable Create new service dialog box.
Ensure that you select In a Synchronous Mode. For more information about all
the fields, see Creating a service.
-
In the Service Detail window, select Components and
add an Alert between Start and
End.
-
On the Alert properties, set Alert Queue Name to
the queue (Destination Name) that you created in step 20.
-
Set the Exception Type to
ORDER_HUB_ORDER_DELAY
.
-
Create a Monitor event.
-
In Applications Manager, select .
-
In DOM (DEFAULT), expand .
-
Right-click Monitor Events and select
Details.
-
Create a monitor event. For more information, see Order fulfillment: creating an event rule.
- For Order-type alerts, set the Event Id value to begin with the text that
follows the format
OHO<EnterpriseCode>CUSTOM
. For example,
OHOMyFavoriteCustomerCUSTOMeventA
.
- Set the Description to be the same as the Queue Destination Name.
- Enable Automatically Resolve Alerts.
- Set the Service To Be Invoked to the service that you created in step
21.
- Enable Event Identified By "Order line".
- Enable Aggregate And Invoke Service For "Order".
To add options to the If shipment status has not
reached drop-down menu:
-
Log in to Applications Manager and select .
-
In DOM (DEFAULT), expand .
-
Right-click Shipment Monitoring and select
Details.
-
Click the Milestones tab.
-
Create a milestone and complete both the Primary Info tab and then Milestone statuses tab. For
more information about the fields, see Shipments: creating a milestone.
The Milestone
Status is the value that is displayed in the drop-down
menu.
Note: Creating a shipment milestone populates rows in the YFS_ADDITIONAL_DATE table for all
shipments.
To add options to the Date drop-down menu (for
shipment alerts):
-
Log to Applications Manager and select .
-
In DOM (DEFAULT), expand .
-
Right-click Shipment Monitoring and select
Details.
-
Click the Date Types tab.
-
Create a date type. For more information, see Shipments: creating a date type.
The date type Description is the value that is displayed in the
Date drop-down menu.
To add options to the Delivery type
drop-down menu (for shipment alerts):
-
Log in to Applications Manager and select .
-
In Application Platform (DEFAULT), right-click Process
Modeling and select Details.
-
In the Process Types swimlane, right-click Outbound
Shipment and select Model Process.
-
Click the Conditions tab from the Outbound Shipment
left panel.
-
Expand Conditions.
-
Right-click Order Hub (<yourOrg>) for the applicable organization and
select Create.
-
Complete the details to create a condition. For more information, see Creating a condition.
To add options to the Assign to queue
drop-down menu (for shipment alerts):
Note: By default, Order Hub creates an order
queue and a shipment queue for an enterprise, and all order or shipment alerts for the enterprise as
assigned to the respective queue. You can assign alerts to different queues for different purposes.
For example, you might want to create a separate queue for an individual buying organization
MyFavoriteCustomer.
-
Create a condition as explained in step 33 but include a condition value to satisfy your queue requirements.
For the example for buying organization
MyFavoriteCustomer, include the
following
statement.
Enterprise Code Is 'Sales1' AND Buyer Organization is 'MyFavoriteCustomer'
-
Create a queue.
-
In Application Platform, right-click Queue
Management and select Details.
-
Create a queue and set the Queue Id and Destination
Name.
The Destination name is the value that is displayed in the drop-down
menu.
-
Create a Service Definition that sends the alert to the queue.
-
In Application Platform, right-click Process
modeling and select Details.
-
In the Process Types swimlane, right-click Outbound
Shipment and select Model Process.
-
Click the Service Definitions tab from the Outbound
Shipment left panel.
-
Right-click Outbound Shipment Services > Order Hub and select
Create.
-
Enter information in the applicable Create new service dialog box.
Ensure that you select In a Synchronous Mode. For more information about all
the fields, see Creating a service.
-
In the Service Detail window, select Components and
add an Alert between Start and
End.
-
On the Alert properties, set Alert Queue Name to
the Queue Destination Name that you created in step 41.b.
-
Set the Exception Type to
ORDER_HUB_SHIPMENT_DELAY
.
-
Create a Monitor event.
-
In Applications Manager, select .
-
In DOM (DEFAULT), expand .
-
Right-click Monitor Events and select
Details.
-
Create a monitor event. For more information, see Shipments: creating an event rule.
- For Shipment type alerts, set the Event Id value to begin with the text
that follows the format
OHS<EnterpriseCode>CUSTOM
. For example,
OHSMyFavoriteCustomerCUSTOMeventA
.
- Set the Description to be the same as the Queue Destination Name.
- Enable Automatically Resolve Alerts.
- Set the Service To Be Invoked to the service that you created in step
42.
- Enable Event Identified By "Shipment".
- Enable Aggregate And Invoke Service For "Shipment".