Business Integration Solutions documentation

Walkthrough: Blanket Sales Order

About this walkthrough

This walkthrough provides an overview of how to send a notification to your customer regarding a long-term agreement.

A blanket sales order represents a framework for a long-term agreement between you and your customer.

Prerequisites

Template Description Default report
NM_BSO.CONFIRM NM Template: Blanket Sales Order Confirmation Blanket Sales Order (210)

Story

This connection uses the following pipeline elements:

  • A Code Event triggers the pipeline. On the Blanket Sales Order page (page 507), add a new button with a few lines of code: see Code Event Setup. When a user selects this button, the Code Event detects it.
  • The XML Generator activity creates an XML file based on an internal document.
  • The Splitter activity creates one message for each blanket sales order.
  • The XML Minifier activity cleans the message of empty nodes and blocks that are not mandatory.
  • The Header Mapper activity adds the headers to the message body, filling in the recipients and email subject.
  • The XML to HTML Translator activity creates an HTML email message based on your branding templates. You can also configure an HTML body manually.
  • The Attachment Generator activity adds attachments to the email message based on standard Microsoft Business Central report functionality.
  • The Email Writer endpoint sends the email.
  • The internal document NM_BLNKTSALESORD contains all the information needed to configure the XML Generator activity, the Splitter activity, the Header Mapper activity, and the XML to HTML Translator activity. Adding other fields to this document lets you define a personalized email message.

BSO Notification

Task

Setup

  1. Import the Notification-NM_BSO.CONFIRM.zip configuration package, or use the BIS template if available.

    BSO Import

  2. Add a new email account in Email Accounts, then select SMTP Account to send notifications via the Papercut SMTP server.

    Email Account

  3. On the notification page, edit the EMAILWRITER and add the Account ID created in the previous step. Run the configuration once.

    Settings

Process

  1. Open the Blanket Sales Order for 10000 The Cannon Group PLC.
  2. Check the data on the Blanket Sales Order.
  3. Select the Code Event button on the page (Send Notification).

Result

BSO Result

The mail sends to all recipients. Using Papercut, the mail is captured in the demo environment, showing a preview of the HTML mail body and a PDF attachment of the Blanket Sales Order report.

For a brief guide, see Papercut SMTP setup.