This chapter contains the following topics:
This section provides an overview of sending messages and discusses how to:
Send an internal message to a single recipient.
Use a quick list to send a message to multiple recipients.
Send a message to members of a role.
When you send internal email messages, you send them to other users within JD Edwards EnterpriseOne software. You can control the time of delivery for a message by assigning a tickler date to the message. A tickler date is a date in the future when the system will automatically show the message. Assigning a tickler date is especially helpful if you plan to be out of the office on the day that you want others to receive your message, or if you want to remind yourself about upcoming meetings or other obligations.
When you send internal messages, you can also include an attachment. Attachments enable you to include files, images, or links that conform to the OLE standard, such as word processing documents and spreadsheets.
You can send messages to one or more recipients. If you are sending a message to multiple recipients, you can use a quick list, a predefined distribution list, or a role.
See Also:
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Send Internal Message | W012505A | From any application, click theTools button, then click Send Shortcut. | Send a non-workflow shortcut. |
Access any application in JD Edwards EnterpriseOne.
From any application, click the down arrow on the hyper-button, select Tools, Send, and then select Internal Mail.
On Send Internal Mail, click the Search button in the "Send To Address Number / User / Role" field.
On Address Number / User / Role, select one of the following options to search for a recipient by address number or user ID, and then click OK:
Address Number
User
Highlight the row that contains the recipient and then click Select.
Type the subject of the message in the Subject field.
Complete the following optional fields, as necessary:
Type
Mail Box
Marketing
Lead Source
Keep Copy
Receipt Notify
Address
Contact
Tickler Date
Phone Number
Type your message in the text area at the bottom of the form.
To include an attachment with your message, right-click the panel with the Text button.
Choose New, and then one of these options:
Image
OLE
Shortcut
URL/File
Click OK to send the message.
The system returns you to the previous application. If you opt to keep a copy of a message that you send, you can view it in the same queue from which you sent the message.
Access any application in JD Edwards EnterpriseOne.
From any application, click the down arrow on the hyper-button, select Tools, select Send, and then select Internal Mail.
On Send Internal Mail, select Quick List from the Form menu.
On Quick List, complete either of the following fields for each person you want on the list, and then click OK:
Alpha Name
Address Number
Follow the steps for sending an internal message to a single recipient.
Note:
You cannot save a quick list.Access any application in JD Edwards EnterpriseOne.
From any application, click the down arrow on the hyper-button, select Tools, select Send, and then select Internal Mail.
On Send Internal Mail, click the Search button in the "Send To Address Number / User / Role" field.
On Address Number / User / Role, select the Role option, and then click OK.
Highlight the row that contains the role that you want to use and then click Select.
Follow the steps for sending an internal message to a single recipient.
This section contains an overview of working with shortcuts and discusses how to send a non-workflow shortcut.
With the JD Edwards EnterpriseOne messaging system, you can send messages that contain a shortcut to a JD Edwards EnterpriseOne application. When you send a shortcut, you can preface it with a message for the recipient to review and approve. For example, you might want your manager to approve a change that you made to a customer record. After sending a shortcut to your manager, he or she can view the record immediately by clicking the shortcut button. When you send a shortcut, the system sends the key for that particular record to the recipient. When the recipient clicks the shortcut button, the system opens the application and retrieves the record.
The JD Edwards EnterpriseOne system uses workflow to automatically send messages with a shortcut to an application. These types of messages, called active messages, require that the recipient open the shortcut to verify information or approve a transaction.
Since JD Edwards EnterpriseOne software supports Windows and Web clients, the message can contain a shortcut for a Windows application or a Web application.
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Send Shortcut | W012505A | From any application, click theTools button, then click Send Shortcut. | Send a non-workflow shortcut. |
From the application from which you want to create a shortcut, access any records you want the recipient to view.
Click the down arrow on the hyper-button and select Tools, and then Send Shortcut.
The Send Shortcut form appears with a shortcut to the application.
On Send Shortcut, complete these fields:
Address Number / User / Role / Distribution List
Mail Box (Internal Messages Only)
Subject
Type your message.
Click OK to send the message.
This section provides an overview of the Work Center and discusses how to:
View messages.
Revise messages.
Move a message to another queue.
Redirecting messages to the Priority or Secondary queue.
Cancel the delivery of messages.
Reassign messages.
Delete messages.
Print messages.
Print a report that lists all messages in a queue
Use the Work Center to send and receive internal email messages within the JD Edwards EnterpriseOne system. Work Center enables you to perform standard email functions.
You can view your messages in the Work Center. Messages sent from other users will appear in either your Personal In Basket queue or, if you set them up, your Priority Mail and Secondary queues. You can also view workflow messages, or active messages, sent by a workflow process.
Note:
If you cannot view messages, make sure that queue security is set up to enable you to view the Address Book number and queue that you want to view.You can revise the text of messages in any of your queues. This feature opens up the actual message and enables you to change the text or add new text.
You can move a message from one queue to another. For example, you might want to move a message from your Priority queue to your Personal To Do List queue.
You can redirect messages that you receive from an individual to your Priority Mail queue. When you do this, the system sends all future messages from that individual directly to your Priority Mail queue. Alternatively, you can redirect messages from an individual to your Secondary queue.
To redirect messages to the Priority Mail or Secondary queue, you must follow these steps and not the ones for moving messages. Moving messages only moves individual messages, whereas redirecting messages to the Priority Mail or Secondary queue affects all messages from that user until you remove the designation.
Although you can move a message to the Archived or Deleted queue, the system does not redirect future messages from the sender to that queue. You must manually move the sender's message to the Archived or Deleted queue each time.
You can redirect messages from more than one person to your Priority Mail and Secondary queues. You can also prevent messages from being delivered to a specific queue.
If you decide that you no longer want the system to automatically redirect messages from an individual to a Priority Mail queue, you can cancel the automatic delivery of messages to your Priority Mail or Secondary queue.
The messaging system enables you to reassign a message to another user after the message is sent to the original recipient. This process changes whose queue the message appears in. For example, if you originally sent a message to Jim, you can reassign that message to Betty. The message will now be in Betty's queue and will not be in Jim's queue. You can also reassign messages that you receive.
You can only reassign messages in other users' queues if your queue security enables.
You cannot recover a message after you move it to the Deleted queue. It remains in your Deleted queue until your system administrator purges messages, which is typically done on a periodic or predetermined schedule. Alternatively, you can remove a message from the system by deleting it from your Deleted queue.
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Employee Work Center - Work Center | W012503F | In the Fast Path, type G02. | Send and receive internal email. |
| Employee Work Center - Address Number / User / Role | W012503D | On Employee Work Center - Work Center, click the search button located beside the Address Number / User / Role field. | Select the default value you want displayed when you access Work Center. |
| Employee Work Center - Address Book Search Without Private Data | W0101SXA | On Employee Work Center - Address Number / User / Role, click OK. | Search for records by address number, users, or roles. |
| Address Book Master Search | W0101SA | On Employee Work Center - Address Book Search Without Private Data, select a record and click Search. | Look up address book numbers. |
Access any application.
Click the down arrow on the hyper-button and select Tools, and then Work Center.
On Work Center, expand a queue that contains a message.
Unless the All Queues check box is selected, only those queues that contain mail will display. Any messages in that queue appear. Messages that have not been viewed appear in bold.
Click the message that you want to view.
The message appears in the view area on the right side of the Work Center form.
Access any application.
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, select the message that you want to revise.
From the Row menu, select Message Revisions.
On the Message Revisions form, change any of the following fields and then click OK:
From
Contact
Subject
Phone Number
Tickler Date
Text area
Access any application:
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, click the All Queues option if the target queue to which you want to move the message does not appear.
Click and drag the message to the target queue.
To verify the placement of the message, double-click the target queue and view the contents.
Access any application.
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, select the message that you want to redirect to your Priority Mail or Secondary queue.
From the Row menu, select one of these options:
Priority
Secondary
Expand the target queue to verify the placement of your message.
Any further messages that you receive from this sender will arrive in the queue that you selected. Repeat these steps for redirecting other users' messages.
Access any application:
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, select a message from the user for which you want to cancel automatic delivery.
From the Row menu, select Remove.
Move any other messages from this particular sender out of the Priority Mail or Secondary queue.
As long as you keep any messages in your Priority Mail or Secondary queue from the sender whom you removed, future messages from that sender will appear in that queue.
Access any application:
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, select the message that you want to reassign, and then, from the Row menu, select Reassign.
On Assign Message, complete these fields and click OK:
Address Number / User / Role
Queue Designator
This section provides an overview of message printing and discusses how to:
Print a message.
Print a report that lists all messages in a queue.
You might find that you want a printed copy of a message for your records. You can do either of these tasks:
Print a message
You can print a message from any of your queues.
Print a report that lists all messages within a queue
This report includes a summary for each message. The two types of message reports are:
Message Center - Summary
Message Center - Detail
These reports show the sender and recipient of the message, as well as the subject of the message. The detail report shows the content of each message.
Access any application in JD Edwards EnterpriseOne.
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, select the message that you want to print.
From the Row menu, select Print.
On Printer Selection, click OK.
Access any application in JD Edwards EnterpriseOne.
Click the down arrow on the hyper-button, select Tools, and then select Work Center.
On Work Center, select the message queue that you want to print.
From the Form menu, select Print.
On Work with Batch Versions - Available Versions, select the version and submit the report.