Creating e-mail notifications for Messenger

Set up e-mail notifications when certain events occur in the Infor EAM database. Create e-mail notifications for a defined table based on the e-mail template. Define the parameters and constraints of each e-mail notification.

To create e-mail notifications for Messenger:

  1. Select Administration > E-mail Messenger > E-mail Notification Setup.
  2. Enter the table for which to create the e-mail notification.
  3. Click Add E-mail Notification.
  4. Specify this information:
    E-mail Template
    Enter the e-mail template to send when this e-mail notification is activated. The system automatically populates the E-mail Template description and Created By.
    Select one or more of the following events:
    • Update
      Select to send e-mail when the record is updated.
    • Insert
      Select to send e-mail when a record is inserted.
    • Delete
      Select to send e-mail when a record is deleted.
    From Status
    Enter any status for which to send an e-mail.
    To Status
    Enter the updated status for which to send an e-mail.
    Active
    Select to make the selected record active. The system may clear this checkbox if you add, modify, or delete parameters or conditions.
    Include URL
    Select to include the URL in the notification.
    This checkbox is available only for the following tables:
    Table Name Description
    R5ACTIVITIES Work Order Activities
    R5BLANKETORDERS Blanket Orders
    R5BLANKETORDLINES Blanket Order Lines
    R5BOOKEDHOURS Booked Hours
    R5CONTACTRECORDS Customer Requests (Call Center)
    R5EVENTS Work Orders
    R5INVOICEALLOCATIONS Invoice Allocations
    R5INVOICELINES Invoice Voucher Lines
    R5INVOICES Invoice Vouchers
    R5ORDERLINES Purchase Order Lines
    R5ORDERS Purchase Orders
    R5REQUISITIONS Requisitions
    R5REQUISLINES Requisition Lines
    R5SERVICEREQUESTS Service Requests
    R5WARCLAIMS Warranty Claims
  5. Comments—Enter any comments to include in the body of the e-mail notification.
  6. Click Submit. The system automatically selects Update if either From Status or To Status is entered.