Working with Tickler Events (WTEV)

Purpose: Use this menu option to set up each system delivered tickler event, including:

• tickler event settings at the event level

• tickler event settings at the event rule level

• event rule criteria for each rule you create

• event rule procedures for each rule you create

In this topic:

• Defining Tickler Events and Event Rules

• Tickler Event Settings

• Active Tickler Events and Rules

• Tickler Assignment

• Tickler Notification

• Allowing Multiple Ticklers

• Tickler Work Notes

• Tickler Priority

• Tickler Category

• Tickler Resolution Reason

• Event Rule Settings

• Event Rule Processing Sequence

• Event Rule Procedures

• Event Rule Criteria

• Work with Tickler Event Screen

• Change Tickler Event Screen

• Work with Tickler Event Rule Screen

• Create Tickler Event Rule Screen

• AR (Accounts Receivable) Event Processing

• AR Event Rule Criteria

• AR Event Example

• Resolving AR Ticklers

• BO (Backorders) Event Processing

• BO Event Rule Criteria

• BO Event Examples

• Resolving BO Ticklers

• CO (Cancelled Orders) Event Processing

• CO Event Rule Criteria

• CO Event Examples

• Resolving CO Ticklers

• HO (Held Orders) Event Processing

• HO Event Rule Criteria

• HO Event Examples

• Resolving HO Ticklers

• MN (Manually Created) Event Processing

• Resolving MN Ticklers

• NO (New Orders) Event Processing

• NO Event Rule Criteria

• NO Event Examples

• Resolving NO Ticklers

• OO (Aged Open Orders) Event Processing

• OO Event Rule Criteria

• OO Event Example

• Resolving OO Ticklers

• SD (SVC Activation Decline) Event Processing

• Resolving SD Ticklers

• SO (Soldout Orders) Event Processing

• SO Event Rule Criteria

• SO Event Examples

• Resolving SO Ticklers

• SV (SVC Number Assignment) Event Processing

• Resolving SV Ticklers

• UP (Unconfirmed Pick Tickets) Event Processing

• UP Event Rule Criteria

• UP Event Example

• Resolving UP Ticklers

• VP (Voided Pick Tickets) Event Processing

• VP Event Rule Criteria

• VP Event Examples

• Resolving VP Ticklers

• WF (Remote Workflow) Event Processing

• Generic Workflow XML Message (CWWorkflow)

• WF Event Rule Criteria

• WF Event Example: Sample XML

• Resolving WF Ticklers

• Work with Tickler Event Rule Procedure Screen

For more information: See Workflow Management Overview and Setup for an overview on workflow management.

Defining Tickler Events and Event Rules

To create a tickler, you must define:

• the tickler events that can create a tickler. There are 13 system actions that can create ticklers. You cannot create other tickler events for the system to evaluate for tickler creation. Also, each tickler event is delivered as not active.

• AR: A/R accounts

• BO: backorders

• CO: cancelled orders

• HO: held orders

• MN: manually created ticklers

• NO: new orders

• OO: aged open orders

• SD: stored value card activation decline

• SO: soldout orders

• SV: stored value card number assignment

• UP: unconfirmed pick tickets

• VP: voided pick tickets

• WF: ticklers received from a remote system

• tickler event settings that define how the system creates ticklers for each event; see Tickler Event Settings.

• event rule settings that override the settings defined at the event level and determine how the event rule is processed; see Event Rule Settings.

• event rule criteria that define the criteria the system action must meet to create a tickler; see Event Rule Criteria.

• event rule procedures that define the instructions a user should follow to work with and resolve a tickler created by the event rule; see Event Rule Procedures.

Tickler event hierarchy: For each tickler event, you can define multiple event rules. For each event rule, you can define procedures to resolve the tickler.