Email and SMS Alert Configuration

• Email Alert Configuration
• Introduction
• Steps
• SMS Alert Configuration
• Introduction
• Steps

Email Alert Configuration

Introduction

Overview

Email Alert is an usefull method to send a notification to customer or a vendor for regular updates regarding transactions.Here i have explained about the configuration to be done for email alert.

 

Steps

• Open Konnect Action configuration window in Konnect ERP
• Select the organization or * to configure for multiple org.
• Enter a name
• Select Konnect Email Report in KA_Action_Type* field.Example (Purchase Order)
• Select Document action.
• Select the table for which the Email alert needs to be populated.
• Select theprint format that needs to be sent if any.
• Enter the Sql query in Sql WHERE field if any. Example (issotrx = 'N')
• Select the Subject which needs to populated in mail. Example(Purchase Order from Konnect Analytics @DocumentNo@
• Enter the mail text.Steps for updating below.

1. Use this link https://html5-editor.net/
2. Enter the text which needs to be sent.And customize the options provided. In right side of the site.
3. In the left side the HTML code for your text provided will be displayed.
4. Copy the text.
5. And paste in Konnect action configuration window (Mail text) Field.

• Add the recipients in recipients Sub tab.
• Recipients type can be selected.
• Enter the recipients Email address in email address field.
• If you want to configure to business partner enable the Business partner Dimension check box. (In business partner->contact user subtab-> Enter the mail ID.

SMS Alert Configuration

Introduction

Overview

SMS Alert is an useful method to send a notification to customer or a vendor for regular updates regarding transactions.Here i have explained about the configuration to be done for SMS alert.

Steps

• Open Konnect Action configuration window in Konnect ERP
• Select the organization or * to configure for multiple org.
• Enter a name
• Select Konnect SMS in KA_Action_Type* field.Example (Purchase Order)
• Select Document action.
• Select the table for which the Mobile alert needs to be populated.
• Select theprint format that needs to be sent if any.
• Enter the Sql query in Sql WHERE field if any. Example (issotrx = 'N')
• Type the message which needs to be sent in Message Field. Example

            (Dear Sir/Madam, 

            Your Purchase order Created please find the

            PO Number:- @DocumentNo@

            Vendor  Name:- {@C_BPartner_ID@.@Name@}

             PO Amt:- @Grandtotal@)

• Add the recipients in recipients Sub tab.
• Recipient’s type can be selected.
• Enter the recipients Phone number in Phone field.
• If you want to configure to business partner enable the Business partner Dimension check box. (In business partner->contact user sub tab-> Phone Number.