Auto email to Customer on Payment Receipt

Hi,

You can try by creating event action to perform when PDF report creating. Refer below screen preview for easier reference. You can define the customer email address in the payment tab. 

Thanks @Narmada 

I have setup as you explained. The Print Job reaches to the Print Queue after printing a PDF in print archive, but the event is not fired. Am i missing something

Thanks

HI,

Hope you would have enable the action & select correct report parameters in the event action.

BR/Narmada

Yes, the event action is active

Hi,

Check the mail server setup in IFS Connect. You may need support from system team.

You can check the error detail in ‘Application Messages’ window.

BR/Narmada

The event is fired but the PDF_PARAMETER1 is empty. I have setup the customer email in Payment tab.

HI,

Have you update the email address correctly in the customer basic data. Also I noticed that you have update STATUS as inactive, is there any reason for it.

Best Regards

Narmada

Yes. i have removed the STATUS as inactive. but still it is not picking the &PDF_PARAMETER_1

How do i know if PDF_PARAMETER_1 is Customer Email ID. 

Hey,

You can set your own email address and put in the email content all PDF parameters.

Each Customer will receive an Email notification, cannot put the email in email content.

Foundation1 / Administration Guide / Operational Reporting / Email Reports / This page

Hi,

Please refer below IFS help doc 

Emailing Reports

There are several ways you can send a generated report through an Email. You can send it through the Print Dialog, through the Route Report based on Content feature, using the Report Rule Engine and using the PDF_REPORT_CREATED event.

Print Dialog

You can send the generated report as an attachment in an Email by selecting the "Send Email to" checkbox and specifying a valid Email address in the textbox next to it. The generated report will be Emailed if you print to a Logical Printer, direct print to a Physical Printer or if you preview it. If you only wish to send the Email and not print it, then you can print the report to the "No Printout or IFS PDF Archiver" Logical Printer. One thing to note is that the Email subject, body and the attachment name are predefined by the framework and can not be changed.

Route Report based on Content

You can Email the generated report using the Route Report based on Content feature by using the channel type EMAIL. Here you have the flexibility of specifying your own Email subject, body and attachment name.

Report Rule Engine

You can use the Route To Connect or Send Email Action Type to send a generated PDF report as an Email. When using Route To Connect Action Type you will have to use the Connector as "Mail". Here you have the flexibility of specifying your own Email subject, body and attachment name.

PDF_REPORT_CREATED event

Using the PDF_REPORT_CREATED event and selecting Email as the Action Type you can send a report to a customer or supplier via Email. Here also you have the flexibility of specifying your own Email subject, body and attachment name.

Create a New Event to Set -Up E-mail

The following is an example of how to setup the event. You can use any available event parameters (PDF_PARAMETER_1 - PDF_PARAMETER_10) you want when setting up the event provided that you have passed the necessary values for the parameters from your application code. Values for the other event parameters such as REPORT_ID, REPORT_TITLE, LANGUAGE_CODE etc. are passed through the framework.

1. Open IFS Solution Manager.
2. Select Integration > Events > New Event Action
3. In the New Event Action window, select E-mail from the Action Type field.
4. Select the Event ID as PDF_REPORT_CREATED from the Perform upon Event field and enter the title of the report in the Action Description field.
5. Drag and drop &PDF_PARAMETER_1 in to the To field from the list on the right hand side or else enter it as shown in the screen shot below.
6. Enter &PDF_FILE in the Attach Files field.
7. In the Subject Filed, enter the subject of the email. For example, the name of the report can be entered as subject.

9. Click the link, Conditions for performing this action and enter the Report ID as the value for PDF_PARAMETER_2

10. Select the Enabled check box in the New Event Action window and save the event.

Add Default Values for Event Parameters

Defining default values for event parameters of the above PDF_REPORT_CREATED event can be done in Report Definition file (.rdf) of each report. Default values for PDF_PARAMETER_1 to PDF_PARAMETER_10 can be defined this way using interface in PdfReportEventParam logical unit.

Example:

        Pdf_Report_Event_Param_API.New_Parameter ('MODULE_REP', 'PDF_EVENT_PARAM_1', 'STRING', 'someone@test.com');

         Pdf_Report_Event_Param_API.New_Parameter ('MODULE_REP', 'PDF_EVENT_PARAM_2', 'STRING', 'MODULE_REP');

When Print Jobs are directly created from an application functionality (such as Releasing a Customer Order), in most cases these parameter values are set from the business logic of the relevant product area & stored in Settings column of the Print Job. The default values added from the above method are overridden by the values of the Print Job Settings.

Default values are used in scenarios such as print via Print Dialog where the Print Job Settings are absent.

Even if you’ll put yorself in To: ?

If i put my email in To: it picks the email but it does not pick email from PDF_PARAMETER_1