This value...
Triggers an event...
Backorder Acknowledgement
when an order is closed from an RF branch. A backorder acknowledgement is faxed or printed depending on the customer's setup. A backorder acknowledgement is a ship ticket that lists only backordered items.
Batch Invs in Lieu of Prt
when the batch invoice printing program is run. Instead of printing the invoices, however, the program sends them to the customer using e-mail.
Bid to New Order
when an existing bid is changed to an actual sales order. Once the bid is changed to an order, it acts as a new order in the system, thus triggering any new order events.
Calling Queue - All Orders
when the Calling Queue - All Orders Report runs, the system checks for customers with the activity trigger set and pulls all the orders in the Customer Calling Queue for that customer that have a Call status and are open as of the run date. These orders include backorders, new orders not yet available, and available orders as of the run date.
Note: To set up the report to run when you want and in the format you want, see Sending Customers Calling Queue Data .
Calling Queue - Available Orders
when the Calling Queue - Available Orders Report runs, the system checks for customers with the activity trigger set and pulls all the orders in the Customer Calling Queue for that customer that have a Call status and are complete (available) as of the run date.
Note: To set up the report to run when you want and in the format you want, see Sending Customers Calling Queue Data .
Carton Packing Labels
after a carton is handled in one of the following ways: Carton Created, Item Packed, Carton Packed, or Order Packed. You can then indicate if you want the user to confirm, cancel, or always process the label creation.
Cons Invs in Lieu of Prt
when the Print Consolidated Invoices option is selected through Sales Order Entry (Orders > Printing and File > Begin). Invoices are consolidated and sent to the indicated user ID in a spreadsheet format to the user's Your Hold Entries.
For more information about invoice consolidation, see Printing Consolidated Invoices in the Sales Management online help.
EDI Order Entry
when an EDI order is received. This option requires the Eclipse Electronic Data Interchange companion product.
EC Submit Order
when the system detects a sales order created through Epicor Commerce companion product.
EFT Remittance Advice
after a successful electronic funds transmission.
E-mail Stmts in lieu of Prt
when the batch statement printing program is run. Instead of printing the statements, however, the program sends them to the customer using e-mail.
when the batch statement program is run. Instead of printing the statements and invoices, the program sends them to the customer using e-mail. The system uses the order print status to manage when to send the transactions.
This trigger works only if you set the Also Print Invoices field on the Print Statements window (A/R > Print Statements) to anything but No. If you set the print statements program to also print invoices and have this trigger set for the customer, the system sends both the statement and the invoice to the customer through e-mail.
This trigger requires the Eclipse Outbound E-mail companion product.
Invoice Order
when an order is invoiced.
Invoice Print
when an invoice is printed.
Manifest Lock
when a manifest is locked on the manifest queue.
when a new direct order is completed. Use this trigger to route sales orders to another vendor, or to source sales orders through another branch.
This trigger requires the Eclipse Outbound E-mail companion product.
New Purchase Order
when a new purchase order is completed. This trigger requires the Eclipse Outbound E-mail companion product .
New Purchase Order Bid
upon exiting a purchase order bid.
New Sales Order
when a new sales order is completed. This means the order has been completely written and closed. This trigger requires the Eclipse Outbound E-mail companion product.
New Sales Order Bid
upon exiting a sales order bid.
Order in Calling Queue
when the Order in Calling Queue Notification runs, the system checks for customers with the activity trigger set, and pulls copies of the sales acknowledgements for all the orders in the Customer Calling Queue that meet the criteria you have set up in the trigger. For example, you can set up the system to send a notification when orders with a specific ship via are added to the queue. The system sends the sales acknowledgement per the information set up in the customer's activity trigger.
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Select the type of
notification
to send. After you select
the description, the remaining fields populate for you.
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Use the File > Trigger Properties selection to display the Calling Queue Notification Trigger window to further narrow the selections the system makes for the information on your notification, such as who wrote the orders or a specific ship via.
Note: To set up the report to run when you want and in the format you want, see the Running the Order In Calling Queue Notification Report.
Order in Trouble
when the Trouble Order Notify process runs, the system checks for orders for this customer that have a ship date that has slips and sends an updated sales document by e-mail or by fax.
when the number of days an invoice is overdue is reached. This number is determined by the number entered by selecting File >Trigger Properties.
This activity trigger notifies the system to send an e-mail notification once per generation. Multi-generation orders get a notification per generation. If a process is re-run and an e-mail has already been sent for a generation, the system does not send a second e-mail.
To enable this trigger, schedule the Overdue Invoice Notification utility in AR.
Note: To set triggers for additional numbers of late days, assign the number of days overdue to additional triggers.
Pick Ticket Print
when a pick ticket prints. This trigger requires the Eclipse Outbound E-mail companion product .
PO Ack Received on Direct
when a purchase order on a direct order is received. This trigger requires the Eclipse Outbound E-mail and the EDI companion products.
Proof of Delivery Photo Attachment
when a photo is attached through the POD companion tool, the system e-mails the photo to the designated recipient. This is useful when a driver leaves a package at the customer's door or shipping dock prior to a worker being there. The driver can take a photo and send it to the shipping department to show that the item has been delivered.
Double-click the line item to access the e-mail options.
Received Purchase Order
when a purchase order is received.
RF Order Close
after an entire order has been picked using RF and is ready to ship. This trigger requires the Eclipse RF Sales Order Entry companion product.
Shipment Notification
when StarShip sends shipping information back to the system. This trigger requires the Eclipse Electronic Shipping with StarShip companion product.
Use the Shipment Notification - View Order URL control maintenance record to build a link back to your store front when the shipment is sent.
Use the E-mail HTML LogoandBranch-Specific E-mail HTML Logos control maintenance records to set the HTML e-mail shipment notifications. Without these set, the shipment notification displays as text only.
Use the Shipping URL Maintenance to make sure your Track Order buttons function correctly in the e-mails sent.
Ship Ticket Print
when a ship ticket prints.
Transfer Received
when a transfer is received.
Web Order Entry Submit Order
when an order is submitted through Web Commerce. This trigger requires the Eclipse Web Commerce companion product.