An Awesome FYI Innovations 2017

QBE Query By Example

Example 1 We are on the Work Order Step Browse and want all the open Work Order Steps with a schedule start date between 09/08/2017 and 09/10/2017 If you must know why, we are taking a three day weekend and we need to move these task. If there's too much to-do they will make us work the weekend !!!

In the Sched Start date field in QBE mode we put >=09/08/2017

But, we know they are going to add more scheduled steps to this open space. So?

and >09/11/2017 Let’s just see those three days of schedule steps. On the second line of Sched Start we need to add and >09/11/2017

Let’s save this QBE so we can use it for the next three months Let’s save this QBE so we can use it for the next three months. Navigation Tools->QBE Save

FYI

More Advance QBE We want to exclude any Work Order Steps schedule for our weekend with the word FURANCE in the Description.

On the first line of the Description column we need to add. Not like '%furance%‘

If you couldn’t read the Descriptions of the Work Order Steps before just believe me, there should only be four of the five steps still showing.

On the first line of the Description column if we added. like '%furnace%‘

Not like '%fabrication%‘ On the second line of the Description column if we added. Not like '%fabrication%‘ ???

We would get a lot of Work Order Steps that didn’t have the word fabrication in the description The second line is always treated like a or if you don’t put and next to it

and not like '%fabrication%‘ On the second line of the Description column if we added. and not like '%fabrication%‘

Again, If you couldn’t read the Descriptions of the Work Order Steps before just believe me, there should only be three of the four steps still showing.

More Advance QBE We want to find Inventoried item that currently have Total value above a 10,000 dollars.

On the Inventory Summary in Query mode for the Total Cost column on the first line type. > 10000

Let’s say we want to see only items greater then 10,000, but less then or equal to 14,850.

On the Inventory Summary in Query mode for the Total Cost column on the 1st line type: >10000 2nd line type: and <=14850

Last time, If you couldn’t read the Totals for each inventory item Last time, If you couldn’t read the Totals for each inventory item. Just believe me, there should only be seven of thirteen inventory items showing.

QBE on Active!! WOs

QBE on History WOs!!!

REFRESH!!!! New Favorites window IS AMAZING!!

Favorites Recent Edits

Favorites Assigned Work

Time Card

Favorites Assigned Work

Issue Parts

How to setup Email Alerts for Intray Approvals Workflow setup allows the document’s entry into a specific State to generate an email to the email address seen on the Work Order or Work Request.  The email address usually defaults to the Requester’s Email address.  For example; email the Requester when the Work Request is converted into a Work Order or when the Work Order is Complete. This is not the same as being notified of when you need to login to CHAMPS to approve something.  The following screen shot illustrates the setup required.

This SQL Select determines the count of Routing Detail rows assigned to the user ‘jrhyne’ that are currently in the IP – In Process or SE – Sent status. If the count value is greater than or equal the Limit of 1, the specified User(s) will be notified via email. Valid Routing Detail States CO – Accepted (Complete) RE – Rejected IP – In Process WA – Waiting SE - Sent The Alert should be setup as a Daily event with a Freq Days value of 1. The Alert Notification report should be setup to run as a Scheduled Report. If the report frequency is less than 1 day, the user will only be notified once per day. For example, the Alert Notification may be self-scheduled as an hourly process which would irritate the User will multiple alert email messages. The Report Name in CMMS is Alert Generation by default

Different Alert Idea Alert on Warranty information for specific Equipment Alert on different PO amount Alert on when Critical Equipment has Work Orders or Work Request written against them Alert on OverDue Items PMs, PO

Email Notification CHAMPS can produce Document State Change Notification. PO Receipts Notification. Project Cost Recalculation to Project Planner. Alert Generation Notification. PO Email to Vendor. Emailing Reports

Email Setup (MAPI / SMTP) SMTP Email Id:  This can be a fictional email address such as noreply@xyz- incorporated.com which helps indicate no action is required.             SMTP Password:  This may be blank. SMTP Port:  Port 25 is usually used for SMTP mail messages but this port may be blocked by your IT department to prevent spam email.  Another Port number may be entered as required. SMTP Server Address:  The named mail Server or IP address. SMTP SSL?:  A True or False value that indicates Secure Socket Layer encryption is required.

Navigation to SMTP Email Setup Navigation to SMTP Email Setup. Use the ADMIN | Inv/Pur/AP Administration | Application Setup | Application Options

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