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  • Customizing the Notifications?

    Dear Pals,

    We are using a notification for Invoice Match Fail and approval failed process in the project. The problem is there are 6 match rules defined in a Matchrule Profile which is attached to a Service Provider. So when ever a invoice match fails instead of getting a default notifiction from OTM, I want to get a notificatio saying which match rule failed exactly. Could any one give some idea's on this?
    Cheers,
    Murthy

  • #2
    Re: Customizing the Notifications?

    I have written a few queries (Saved conditions/saved queries) which I have included in an agent. If there is a failure, the agent is triggered, and it can work out what has caused the failure.

    Agent checks the following
    1. Is the Invoice Matched to Multiple Shipments?
    2. Is there a Valid Shipment?
    3. Is the Servprove matching?
    4. Does the Shipment have secured resources?
    5. Is the Shipment already matched to an Invoice?

    You need to check then in the correct order according to how your matching rules are applied. If a condition is matched, they you can vary your notification accordingly.

    Let me know how you go.

    Regards,
    James Foran
    Toll Global Information Services
    http://www.tollgroup.com

    Comment


    • #3
      Re: Customizing the Notifications?

      Thanks for the reply James. I had a similar plan to achieve this, but I am not sure whether it works or not. I have 6 Match Rules in a match rule profile that is assigned to a Service Provider. Is the system follow any order in wich it has to consider that Match Rules that are grouped in a Match Rule Profile? If so in what sequence it considers?

      Regards,
      Lakshman
      Cheers,
      Murthy

      Comment


      • #4
        Re: Customizing the Notifications?

        I just turned the logs on and went though the sequence that way.
        James Foran
        Toll Global Information Services
        http://www.tollgroup.com

        Comment


        • #5
          Re: Customizing the Notifications?

          We are using "Auto Match Process and fo matching set up 5 match rule based on the "Refnum Qualifiers" on Shipment and Invoice. Could you pls guide me how can we go ahead on this case and find out which match rule it exactly failed?
          Cheers,
          Murthy

          Comment


          • #6
            Re: Customizing the Notifications?

            I have written a series of Saved Queries (SQL Scripts) that execute, and then included these in an agent as IF Conditions.

            EG, IF Servprov does Match, would end up something like...

            SELECT i.invoice_gid
            FROM invoice i,
            invoice_refnum ir,
            shipment_refnum sr,
            shipment s,
            servprov_alias sp
            WHERE i.invoice_gid = ir.invoice_gid
            AND ir.invoice_refnum_value = sr.shipment_refnum_value
            AND sr.shipment_gid = s.shipment_gid
            AND sp.servprov_gid = s.servprov_gid
            AND sp.servprov_alias_qual_gid = i.servprov_alias_qual_gid
            AND ir.invoice_refnum_qual_gid = 'BM'
            AND sr.shipment_refnum_qual_gid = 'BM'
            AND sp.alias = i.servprov_alias_value
            AND ir.invoice_gid = $gid


            If this returns no record, then you know that the servprov is not correct. YOu first have to check that the Shipment exists though. The sequence is fairly important.

            Hope this helps.
            James Foran
            Toll Global Information Services
            http://www.tollgroup.com

            Comment

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