Description |
* Objective
** Improve customer communication by notifying a customer when their Order will be due or needs scheduled for a delivery under the following scenarios. Expand to be generic/functionality.
*** Keep fulls due for delivery soon and is scheduled.
*** Keep fulls past due and due for delivery soon and pay now.
*** Will Call due for delivery soon and call to order.
*** Will Call due for delivery soon and past due and pay now.
* Requirement
** On Generate Orders Screen
*** Add Email screen
**** Subject - starts as blank field to be entered by user
***** Do not allow for sending of e-mails with a blank subject
**** Email Message - Drop Down to select a Letter from Letters Maintenance
**** Add Drill down to Letter Screen with Letter Selected
**** Add Send button
***** Give Warning if Letter is blank.
***** Send e-mail to orders selected in the Generate Orders Grid
**** Add List to Email Screen Grid with Email Status
***** Should only include records selected from prior screen
***** Columns
****** Customer #
****** Customer
****** Status
****** Email Setup (checkbox)
**** Summary Recap:
***** X of Y emails sent successfully (including only those with email setup in both counts)
** Upon Sending Email
*** Subject - from the Email Screen
*** Body - from the Email Screen Selected Letter
**** Replace Letter Keywords in the text with values from TM or AR.
**** Should support new values on SM-4495
**** Should support existing letter keywords that would be relevant for Alerts
***** ARBalance
***** AccountNumber
***** CompanyName
***** ContactName
***** CreatedByEmail
***** CreatedByName
***** CreatedByPhone
***** CurrentUser
***** Date
***** EntityAddress
***** EntityName
***** EntityPhoneNumber
***** Terms
** Use Contact > Email Distribution Type of Invoice to determine who to notify
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