10/6/22 Videos for the auto email, email report and invoice due date functions.

10/6/22 Page URLs for completed project. Note: These URLs are primarily from the auto email part of this project.  The URLs for the email history report, use credit terms and invoice due date project were not included as it would take a significant amount of time to dig up this past information. 

Large edits

1. public/afb_email_preview_action.cfm

2. public/auto_email.cfm

3. publictop_secret/cfc/Services/EmailService.cfc

4. top_secret/cfc/Daos/EmailDAO.cfc

5. top_secret/secure/classic/email_report_body.cfm

6. top_secret/secure/email_report.cfm

6. top_secret/secure/afb_corp_email_home_action.cfm

6.top_secret/secure/afb_corp_email_home.cfm

Small edits

1. Application.cfc

2. public/auto_email.cfm

3. top_secret/cfc/search_15.cfc

4. top_secret/cfc/security_4.cfc

9/29/22 The auto email project was pushed live and  tested.  It will be used by Shari O for a week or so then the automation will be added to each of the servers by Wayne.  The auto email project was completed and pushed to data 0 about a month ago.  Several bugs were identified by Bryan and Shari O, but were put on hold as other higher priority projects were being completed.

6/13/22 Met with Brandon to clarify some specifics on the 2.2 plan.

2.2 Email history report (email_history_home)

1. new table (not the same as invoice history)

a. new update that creates table

I. Look at tables for examples (history and text) 

II. Email_history table variables – like custom_text table: email_history_id, corp id, payee_id, datetime, app_type_id, main_id, table_name, special flag, history_note (13, 3076, statement).

III. Types of special flags: Invoice, quotes, pos, statements, customer, eCommerce, custom, auto due date, multiple invoices.

2. Set up history capture on email

a. design email capture (from/to email addresses?, status: success/failure) 

b. search for pages to put history code on by using adilasuniversity.biz

c. add email capture on all pages

3. Create email reports page

a. be able to search by: type, time period (day, week etc).

I. model after invoice_home_basic.cfm

4. Show email history on invoice history, PO history, quote history, and statement history reports  (invoice_history.cfm etc).

a. bold line below reports saying “Email History Actions” and then email reports

b. ? auto_sent column in email_history. 

5. Report on my_history.cfm page

a. Tie to invoice app type similar to how statement works.

6. If it goes out manually it also goes into the history.

5/31/22 Met with Brandon and developed plan for part 2. Broke it down into 3 sub-sections

    2.1 Add setting (Use Credit Terms) and if selected change due date on Cart

        2.1.1 Add "Use Credit Terms" settings to Corp Wide Settings

            1. create database update and add tiny int

            2. research standard invoice credit terms

            3. standardize credit terms on Corp Wide Settings, add_edit_customer.cfm page and Corp Email Settings page

            4. Add verbiage to Corp Wide Settings Page

        2.2.2 Use Credit Terms to switch out default session due date

            1. Working on cart_4.cfc

            2. check if "use due date" has been selected in settings

            3. get due date session default

            4. check if "use credit term" has been selected in settings

            5. if "yes" get credit term variable.

            6. check if a number exists in it and it is less than 100

            7. if "yes" switch out the session default variable

    2.2 Check due date and automate email (not planned out yet)

    2.3 Email history report (not planned out yet)

5/27/22 Met with Shari O regarding moving forward to add auto email to the Invoice Due Date function:

    1. Bug on invoice due date: the due date is showing current date. Is this a normal bug or  happening at server update? (1:59).

    2. Can we make due date default "Credit Terms" on the Customer  (add_edit) page.  If Credit Terms is different than due date it will trump.

    3. Email template "due date" reads from due date or credit terms.

    4. Different (edited template if paid). Reads from due date or credit terms.

     5. Auto send out reminders if 5 days from overdue. Adilas is due upon receipt, late fee at 30 days and shut down at 45 days overdue.

Alan is making good progress as of August 2019.

Brandon and Russell were working on this. It got to a point, and then got dropped. Finishing this up would really help with accounts receivable and cash flow. See branches ram-37 and BWM-33. Steve asked me to work with Shawn on this project. I lightly got Shawn started on the project on 4/10/19.

This is an invoice due date project. It is a prep step to get a corp-wide header that could go from server to server to help prompt for overdue payments. Basically, a way to speed up the adilas receivables or A/R accounts. Once the invoice due date feature is in place, we can then figure out the aging of how old an invoice is, regardless of payment history. Once again, this is a prep step for a bigger project, but much needed.

Russell and Brandon started the project back in December of 2017. Due to craziness, it got almost finished and then mothballed. We (both Brandon and Russell) picked it back up on 2/23/21. Project turned over to Bryan on 5/17/22. See media/content for a 26-minute video overview of the project.