024416: New Channels - EKM - Allow e-mails to only be sent after a certain stage

1.    Overview

KCSL have added an option to the EKM integration to allow users to better control when emails are sent to customers when updating EKM order statuses.

2.    Specification

Raised off the back of Zoho ticket #88936.

Currently, all order status updates sent to EKM cause an e-mail to be sent due to the EmailCustomer property being set to true.

We will make changes so that users will be able to better control when e-mails are sent from updating EKM order statuses.

A new option will be added to the EKM channel setup which will allow the user to decide whether to send for all updates (default behaviour), a specified stage (so there will be a dropdown that contains the invoice stages), or none. So we'll need to manually add the all and none entries to the dropdown that contains the invoice stages.

On Sirion when creating the order status update to send to EKM, we'll confirm whether the order status matches the value in the setup (or if it's set to All) and if so, set the EmailCustomer property to true, otherwise this will be set to false.

3.    Configuration

An updated application will be provided with this functionality. No further configuration is required.

4. Usage

After applying the above Configuration, typical steps for usage would include:

1.       Type ‘Chan’ in the command window to open the channels screen.

2.       Open any EKM channel.

3.       Note that there is a new channel specific option ‘Send update emails after’.

4.       This new option can be set to ‘All’, ‘None’, or a specific invoice stage.

a.       If set to ‘None’, customers won’t get email updates when their EKM order status changes.

b.       If set to ‘All’, customers will get email updates any time their EKM order status changes.

c.       If set to a specific invoice stage, customers will get email updates any time their EKM order status changes when the invoice is in the specified stage, as well as whenever it is in a stage later than the one specified.

5.       By default, all EKM channels will be set to ‘All’.

 Fig. 1.0 – the new ‘Send update emails after’ option.