Delivery Notifications respect Activity Trigger Inheritance including the Corporate Customer control file. For example, you may want all customers to receive an "Out for Delivery" notification or a "Delivered" notification. You can enable the branch entity and/or corporate customer to receive those types of notifications and flag the Order and/or Contact override. That way any email address at the order level or any contact that placed the order will always get the notifications.
If you are not using Activity Trigger Inheritance, you can still enable a global customer to receive notifications by utilizing the control file Innovo Deliver Notification Global Customer.
Hierarchy Explained
Notifications may be sent when the following occurs:
- When the driver starts the manifest and breaks a 0.2 mile geofence from the originating branch, the "Out for Delivery" notification may be sent to all eligible orders on the manifest and the "Next Stop" notification may be sent to the first stop
- When a stop is completed, the "Delivered" notification may be sent and the "Next Stop" notification may be sent
- The "X Minutes Away" notification may be sent at any time when the delivery time is within X minutes from the current time
To determine if a notification should be sent, we follow a two-step process: Is there a notification to send and who will the notification be sent to?
Step 1 - Is there a notification to send?
Step 1: Is there a notification enabled at the ship-to? If not, proceed to step 2.
Step 2: Is there a notification enabled at the bill-to? If not, proceed to step 3.
Step 3: Is the Activity Trigger Default Inherit control file enabled? If so, proceed to step 4. If not, proceed to step 6.
Step 4: Is there a notification enabled at the ship branch entity? If not, proceed to step 5.
Step 5: Is the Corporate Customer control file set and is there a notification enabled at the corporate customer entity? If not, proceed to step 6.
Step 6: Is the Innovo Deliver Notification Global Customer control file set and is there a notification enabled at the global customer entity? If not, no notification is sent.
Step 2 - Who will the notification be sent to?
Email notifications can be sent to multiple addresses found at multiple levels in the hierarchy.
If hard-coded email addresses are found at the ship-to and/or bill-to customer under communication preferences, all notifications found for that customer will be sent to those hard-coded email addresses. In addition, we can also send email notifications to the email address set at the order level ("Order"), the first email address in the WWW screen found off of Contact Maintenance ("Contact"), or to the first email address in the WWW screen found off of Customer Maintenance ("Customer").
These additional email address options are referred to as "Overrides". You can set one, two, or all three of them. If more than one is checked, we will stop once we find an email address starting at the most granular and working our way to the more general setting. Order is the most granular, then Contact, and then Customer.
Step 1: Are there any hard-coded email address(es) at the ship-to? If so, we will send to the address(es) found and proceed to step 3. If not, proceed to step 2.
Step 2: Are there any hard-coded email address(es) at the bill-to? If so, we will send to the address(es) found and proceed to step 3. If not, proceed to step 3.
Step 3: Is there an override email defined at the order level on the Innovo Delivery Notification Order Overrides User-Defined screen? If so, we will send to the address found and proceed to step 5. If not, proceed to step 4.
Step 4: Are there any "Overrides" checked where the notification was found? If so, we will send to the address found and proceed to step 5. If not, proceed to step 5.
Step 5: Are there any Cc and/or Bcc addresses where the notification was found? If so, we will send to the address(es) found.
SMS
SMS messages can be sent to multiple phone numbers found at multiple levels of the hierarchy.
Step 1: Is there an override number defined at the order level on the Innovo Delivery Notification Order Overrides User-Defined screen? If so, we will send to the number found and skip the other steps. If not, proceed to step 2.
Step 2: Is there an SMS number defined at the ship-to? If so, we will send to the number found and proceed to step 4. If not, proceed to step 3.
Step 3: Is there an SMS number defined at the bill-to? If so, we will send to the number found and proceed to step 4. If not, proceed to step 4.
Step 4: Are there any "Overrides" checked where the notification was found? If so, we will send to the number found.
Push
Push notifications can be sent to multiple devices.
Step 1: Is the control file Validate Name in Ordered by Field Against Customer Contacts enabled? If so, proceed to step 2. If not, proceed to step 3.
Step 2: Does the Ordered By contact have Delivery Confirmation enabled? If so, send notification and stop. If not, proceed to step 3.
Step 3: Are there any contacts at the ship-to with Delivery Confirmation enabled? If so, send notifications and proceed to step 4. If not, proceed to step 4.
Step 4: Are there any contacts at the bill-to with Delivery Confirmation enabled? If so, send notifications.
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