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We are currently using SSRS reporting tool to create reports from approved Work Orders and e-mail them to vendors. We are trying to stuff Maximo back "in the box" and would like to know how others are transmitting Work Orders to vendors without using outside tools.
Reason? Every time I start using a new Maximo function, the SSRS reports have to be reconfigured to handle new data, and this relies on IT resource availability we don't have. This needs to be a one-person shop...
We're not doing anything like what you are asking at our site; but nonetheless the idea that comes to mind would be to create a Communication Template with the data that you have in your report. Then, instead of running the report against the work order, use the Create Communication action and apply that Template to it.
The only trick then would be to get the recipient address on there. You'd have to do one of:
1) Create a Role that somehow maps from the work order to the email address. I presume that means you'd need a Relationship, in Database Configuration, from WORKORDER to COMPANIES on the WORKORDER.VENDOR field; then some relationship from COMPANIES to wherever it is the email address is. I don't know how you have that structured in your database so I can't be more detailed;
2) Have the Recipient listed as a Person in your PERSON table, with the email address listed there; or
3) Find the email address in your mail client (Outlook or whatever) and copy-and-paste to your Communication.
Hope that helps,
Travis Herron
I've done it successfully in multiple implementations with a communication
template and an escalation (if routing is simple) or a workflow (if routing
is complex) to automate the process.
On Fri, May 29, 2015 at 4:44 PM, therron@pcci.edu [MAXIMO] <
MAXIMO@yahoogroups.com> wrote:
>
>
> We're not doing anything like what you are asking at our site; but
> nonetheless the idea that comes to mind would be to create a Communication
> Template with the data that you have in your report. Then, instead of
> running the report against the work order, use the Create Communication
> action and apply that Template to it.
>
> The only trick then would be to get the recipient address on there. You'd
> have to do one of:
>
> 1) Create a Role that somehow maps from the work order to the email
> address. I presume that means you'd need a Relationship, in Database
> Configuration, from WORKORDER to COMPANIES on the WORKORDER.VENDOR field;
> then some relationship from COMPANIES to wherever it is the email address
> is. I don't know how you have that structured in your database so I can't
> be more detailed;
>
> 2) Have the Recipient listed as a Person in your PERSON table, with the
> email address listed there; or
>
> 3) Find the email address in your mail client (Outlook or whatever) and
> copy-and-paste to your Communication.
>
>
> Hope that helps,
>
> Travis Herron
>
>
>
>
>
>