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control_macro_ideas [2019/01/30 09:22]
 control_macro_ideas [2019/01/30 09:22] (current)
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 +===== Description =====
 +
 +
 +
 +This page is dedicated to providing ideas for macros that users of Control have used before. This certainly isn't a full list of all the possibilities but should help to spark ideas for those users that are looking into automating different things within Cyrious Control. If you are using some macros that are not listed, please edit this WIKI page to add your macros so that they can be shared with the community.
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 +At [[cyrcon]] 2015 a presentation "Macros: The What, The How and Samples of Automated Success" was conducted by Steve Gillipsie with Acorn Signs who reviewed macros within Control, how they are setup, his uses for them, etc. It was a very well received presentation that was themed in the Wizard of Oz. If you're interested in reviewing the powerpoint for that presentation which contains some slides with good examples of uses you can access it from the link below.
 +
 +
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 +[[http://private.cyrioussoftware.com/training/CyrCon2015/Macros-What-How-Examples.ppt|Click here to download the Presentation Slides]]
 +
 +
 +
 +One of those most notable slides was the Taxonomy of Macros which breaks out the different classifications of macros. Ones used to prevent mistakes, inform & warn, act & do, and communicate & notify.
 +
 +
 +
 +{{::macro_taxonomy.png?nolink&800|}}
 +
 +
 +
 +===== Macros =====
 +
 +
 +
 +----
 +
 +
 +
 +==== Bill Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Company Macros ====
 +  * Remove payment hold based on company stage. When company stage is changed to Established Client the hold for payment is unchecked. When a payment is posted to a company, the company's stage is changed to established client.
 +  * Order Macro Deposit Requested Not received runs query and changes the stage to "On Credit Hold" for orders which appear on the query. This macro Sets Payment Hold UDF in company record when company stage is changed to "On Credit Hold"
 +  * Customer Monthly Statement email macro
 +
 +
 +
 +==== Contact Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Employee Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Estimate Macros ====
 +  * Credit Hold Notification (New Estimate). Messages the company that UDF Hold For Payment is set.
 +  * Estimate notification sent 21 days after estimate creation if still pending. This notification is final notification before setting as lost.
 +  * Estimate Due For Bid in X days
 +  * New Estimate request has been entered for Estimator completion
 +
 +
 +
 +==== Line Item Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Order Macros ====
 +  * Notification via email of Past Due orders. At 42 Days Notifies of Past Due, 45 days macro - send email, 60 days macro - notifies of 60 days and sets credit hold, 72 days macro - sends email and notifies past due estimates.
 +  * UPS Shipped Today. This macro
 +    * Sends UPS notification email to all customers not marked "No notification"
 +    * Sends email to salespersons of all jobs marked Built which are construction jobs with special billing requirements.
 +    * Sends email to customer contacts of shipments with attached PDF if shipments found in SQL query;
 +    * Converts all shipped jobs to Built status;
 +  * Check For Online Lookup (New Order). Checks current order to assure the Tax Class is set to Online Lookup. This is helpful for users of the Avalara Tax Module.
 +  * Check For Online Lookup (Order Edited). Checks current order to assure the Tax Class is set to Online Lookup. This is helpful for users of the Avalara Tax Module.
 +  * Check For Online Lookup (Status To Sale). Checks current order to assure the Tax Class is set to Online Lookup. This is helpful for users of the Avalara Tax Module.
 +  * Check Construction Billing (New Order). For new Orders if company's "Industry" is set to "Construction" this macro flags that Construction Billing UDF may need to be checked.
 +  * Credit Hold Notification (New Order). This notifies the company has a credit hold when new order is created.
 +  * Daily Shipping Macro. This macro:
 +    * Sends UPS notification email to all customers not marked "No notification";
 +    * Sends ship notification email to all sales persons whose customers had a shipment;
 +    * Sends email to production manager of all PO's received for him;
 +    * Converts all shipped jobs to Built status;
 +    * Sends email to salespersons of all jobs marked Built which are construction jobs with special billing requirements.
 +    * Jobs Pending Approval 3 working days
 +  * Daily Material Report. This macro runs a custom Crystal Report named "Material Sheets Needed" and emails it to the print manager for printing.
 +  * Deposit Advisory. Sends emails to the Primary Salesperson and Sales Manager that an order is 3 working days from due date, deposit not received and company on credit hold. It changes the company stage to Credit Hold which triggers company macro to set the Credit Hold UDF and sends another email that company is on Credit Hold.
 +  * Deposit Received Remove Hold. This sets the Company stage to Established client when a payment is posted to an order. This triggers the company macro to remove the Hold. Sets OrderUDF Deposit Requested to False and Deposit Received to True.
 +  * Deposit Requested. Traps new orders where the Deposit Requested field has been checked and messages that fact. Asks confirmation of Deposit received or the box to be unchecked.
 +  * Email Ready For Pickup. This macro is manually activated and sends an email to the Order contact that Order is ready for pickup.
 +  * Firm Due Date Check. This is intended to warn staff that are cloning orders with Firm Due Date set to uncheck the firm date if it is no longer valid.
 +  * Hold Shipment Until Deposit. This sets the company stage to "on credit hold" if deposit is requested but not received. A second macro is triggered by a change in company stage to set the Account to Payment Hold.
 +  * Holding For Pickup More Than 5 Days. When an Order is in Hold For Pickup more than 5 days from the date of the sale, this macro generates and email to the salesperson and the sales manager of its status.
 +  * Installation Complete. Generates an email to salesperson when installation is complete.
 +  * Invalid Due Date (New Order). Messages the user, warning if Order Due date is more than 185 days ahead or behind.
 +  * Invalid Due Date (Edited Order). Messages the user, warning if Order Due date is more than 185 days ahead or behind.
 +  * Invoice Contact Credit Card. Messages the user that the Contact's Credit Card is to be billed when the order is converted to Sale if Contact Credit Card UDF is checked on the order.
 +  * Invoice Today's Company and Order Contact Sale. From Orders marked Sale "today" this macro produces a list of customers where the billing is to be made to the Order's Invoice Contact, a list where the invoice goes to the Company's Invoice Contact, and a list where Credit Cards should be billed. (It pulls a second macro to get the list Of Orders which bill the Order Invoice Contact.)
 +  * Need Deposit Notification. For orders over $5000 with no entry in the Deposit Required % UDF field or the Deposit Requested $$ UDF field, the macro messages the user to ask them to try and secure a deposit.
 +  * Notify Pickup Ready (By Email). Sends email notification job is ready to pick up when Status is changed to Sale if Sales Station is set to Hold For Pick-up.
 +  * Order Receipt Confirmed. Sends an email to the Primary Salesperson when Order is edited and the Order Confirmed UDF is checked and the Confirmed flag is unchecked. Macro sets the confirmed flag to checked (true) before exiting.
 +  * Orders Due 7 Days Deposit Unpaid. Produces a list of Installation Orders with Due Dates in 7 working days with Deposit Requests that have unpaid deposits.
 +  * Orders Packed With Others. Finds all orders shipped with other orders, changes the status of these to Built and sends an email of the combined shipment to the Primary Salesperson.
 +  * Past Due 60 Days Notice. This macro runs a SQL query Orders Past 63 days not Credit_Hold_Exempt.
 +    * Sets the company stage to On Credit Hold which triggers a company macro to set the Hold for credit UDF;
 +    * Sends an email to salesperson that credit hold has been applied.
 +  * Past Due Accounts Notification . Notifies of Past Due:
 +    * 35 days macro - send email
 +    * 60 days macro - notifies of 60 days and sets credit hold
 +    * 72 days macro - sends email
 +    * Notifies past due estimates
 +  * Pending Approvals. Notifies the Primary Salesperson that Order Status is Pending Approval for 5 working days.
 +  * Pending Design Orders. Notifies Primary Salesperson that Order Status is Design for 5 working days.
 +  * PO Incomplete Notice. Returns a list of Purchase Orders with a line item with received quantity > 0 but status not closed or received. In other words it reports POs with incomplete receipts. This is used in the Shipping Daily Macro.
 +  * PO Not Received. Notifies user who entered the PO that it has not been received and 3 working days remain before Order is due.
 +  * POs Received Sends. Emails to the Entered By person when their Purchase Order is marked Received.
 +  * Priority Sample Email Notification. Recognizes an Order has been created with the Order Origin selection of "Priority Sample" and sends an email to applicable internal staff of the order.
 +  * Order has outsourced installation with vendor with expired Workman's Comp and Liability Insurance
 +
 +
 +
 +==== Part Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Purchase Order Macros ====
 +  * Purchase Order Received
 +  * Purchase Order Received with Missing Items
 +  * Purchase Order Not Received and Order is due in x days
 +  * Purchase Order has been issued in excess of $X.
 +
 +
 +
 +==== Receivables Macros ====
 +  * Invoice Nearly past due email macro
 +  * Invoice Past Due Email macros
 +
 +
 +
 +==== Receiving Document Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Service Ticket Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Recurring Order Macros ====
 +  * 
 +  * 
 +
 +
 +
 +==== Work Assignment ====
 +  * 
 +  * 
 +
 +
 +