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AS03_notifyUsers.md

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Notify users of material and service receipts

You can create an automation script that can notify users of receipts in an email, without sending a separate email for each receipt record. This process uses an escalation to activate a custom action to do send the notification.

Prerequirements:

This automation script was developed on Maximo Asset Management version 7.5.0.10 and SQL Server.

Note:

This automation script works only for purhcase orders where all lines are requested by the same user.

Step 1

Create a persistent attribute that is named PO.LASTRECDATE (DATETIME 10).

  • Optionally, add the attribute to the List and Main tabs for purchase orders.
  • Turn off Admin mode.

Step 2

Create a role that is named POREQ and specify the following information for the role:

  • Type: Data Related to the Record
  • Object: PO
  • Value: :poline.requestedby

Step 3

Create a communication template that is named PORECEIPT and specify the following information for the template:

  • Applies To: PO
  • Subject and Message are customizable for your business needs.
  • Add the POREQ role as a recipient.
  • Activate the template.

Step 4

Create a custom launch point that is named PORECCOMM and specify the following information:

  • Object: PO
  • Action: PORECCOMM
  • Bound Variables: None
  • Source: See the poreccomm.py script. It is also available at this link.

Step 5

Create an action group that is named PORECESC and specify the following information.

  • Object: PO
  • Type: Action Group
  • Members: PORECCOMM

Additional information:

You can create new views on the database that are independent of Maximo Asset Management.

  • The following sample code can be used to update all PO records:
V_PORECEIPTS
  • The following sample code can also be used to update the V_MX_PORECEIPTS view:
V_MX_PORECEIPTS (extra credit)
  • The following sample code can be used as an imported Maximo object that combines MATREC and SERVREC by PO:

PORECCOMM Script

Step 6

Create an escalation that is named PORECESC and specify the following information.

  • Applies To: PO
  • Condition: 
po.historyflag = 0  AND po.receipts <> 'NONE' 
AND (exists (SELECT 1 FROM matrectrans mr WHERE mr.ponum = po.ponum AND mr.receiptref is NULL AND mr.issuetype = 'RECEIPT' AND mr.transdate >  isnull(po.ns_lastrecdate,po.orderdate))
OR exists (SELECT 1 FROM servrectrans sr WHERE sr.ponum = po.ponum AND sr.receiptref is NULL AND sr.issuetype = 'RECEIPT' AND sr.transdate >  isnull(po.ns_lastrecdate,po.orderdate)))

• Escalation Point: repeats • Action Group: PORECESC • Don’t forget to activate this SQL code.

Sample script

The following code contains the entire sample script for this scenario. PORECCOMM Script