Business Integration Solutions Documentation

Walkthrough: Credit Limit Change

About this walkthrough

This walkthrough provides an overview on how to send a notifictaion about credit limit change.

The sales person is notified about the change in the credit limit of a customer. The credit limit is the maximum amount by which you allow the customer to exceed the payment balance before warnings are issued.

Prerequisites

Template Description Default Report

TI_NM_CREDIT.LIMIT

STAEDEAN Template - Notifictaion for Credit Limit Changes Send using SMTP

N/A
  • To simulate mail using SMTP Writer, use the Papercut tool. Papercut is a simplified SMTP server designed to only receive messages (not to send them on) with a GUI on top of it allowing you to see the messages it receives: Papercut
  • If you are using Papercut tool, following will be your SMTP Writer settings: Credit limit SMTP Settings
  • In case you are not using the Papercut tool and if you want to use your personal account (only for testing purpose) to relay messages then you can provide the SMTP Server settings and user credentials. For example, in the screenshot below the settings are provided for a personal Live account, from where the mails will be sent. In case you have a Gmail, Yahoo, etc. account, please search for the settings online or contact your Administrator for relevant SMTP settings: Credit limit SMTP Settings2

Story

  • This connection uses the Record Change Event for ‘Modification’ and it is linked to a specific internal document TI_NM_CREDITLIMIT1 which contains only one field: the Credit Limit (LCY) field from the Customer table.
  • This means, that when the credit limit for a customer changes, the pipeline gets triggered.
  • The connection contains a Splitter activity, which results in one message for each customer.
  • The Header Mapper activity is adding the headers to the message body, so the recipients and the E-mail subject are filled in.
  • The XML to HTML Translator activity allows you to create an HTML E-mail message, based on your branding templates, but it is also possible to configure an HTML body manually.
  • The Email is send via the SMTP Writer endpoint, which allows you to send multiple E-mails at a time.
  • The internal document TI_NM_CREDITLIMIT2 contains all the information you need 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 allows you to define a personal E-mail message. 

Notification Management

Task

Setup

  1. Import Notification-TI_NM_CREDIT.LIMIT.zip configuration package. Credit Limit Import
  2. Open the TI_NM_CREDIT.LIMIT Notification.
  3. On the Notification page edit the SMTPWRITER and enter relevant settings. In the following example we assume that you have installed and are running the Papercut tool to simulate SMTP.
  4. Run the Check Configuration process to see if there are any errors.

Restart the RTC client. This is required because we want to activate the Record Change Event and start capturing any modifications.

Process

  1. Open Customer Card, say for The Cannon Group PLC (10000).
  2. Modify the value in the field Credit Limit (LCY).
  3. Click OK.
  4. Open the TI_NM_CREDIT.LIMIT Notification. > To check if the Record Change Event has captured the modification, edit the RECORDCHANGEEVENT. Click on Navigate, Details. There should be an entry in the Record Changes page.
  5. Process the Notification.

Result

Papercut Message Popup

Papercut is receiving a new message for each customer which has a changed Credit Limit.