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Travel Expense: Reminder For Approval (per total count)

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Description

Reminder For Approval (per total count)

Summary

Auto generated email from Notification Service that will inform the approver/ coordinator that there are travel expense waiting their approval.

Keywords

Travel Expense, Approver

Compatibility APM Version

N/A

Compatibility SQL Version

N/A

Description

The notification send out an automatic email from Notification Service that will inform the approver/ coordinator that there are travel expense waiting their approval.

The notification works only with the chain setup with “Documents (vessel link)” with either coordinator or approver level by PIN/ Name or Position/ Vessel .

Selection

All approvers that have some documents waiting approval.

select 
	(case  
		when coord.PIN is NOT NULL THEN coord.PIN
		when appr.PIN is NOT NULL THEN appr.PIN
		ELSE ''
	END) as #PIN,
	(case  
		when coord.NAME is NOT NULL THEN coord.NAME
		when appr.NAME is NOT NULL THEN appr.NAME
		ELSE ''
	END) as #MANAGER_NAME,
	(case  
		when coord.RANK is NOT NULL THEN coord.rank
		when appr.rank is NOT NULL THEN appr.rank
		ELSE ''
	END) as #MANAGER_RANK,
	--'daria.chebotaieva@adonishr.com' as #TEST_APPROVER_EMAIL,
    email.TELENO #APPROVER_EMAIL,
    count (wf.DOCUMENT_ID) as #DOCUMENTS_TO_APPROVE
from WEB_CP_DOCUMENTS doc
left join WEB_CP_TRAVEL_BILLS tb on doc.DOCUMENT_ID=tb.DOCUMENT_ID
left join PWORG docves on tb.VESSEL=docves.NUMORGID
left join WEB_CP_WORKFLOW wf on doc.DOCUMENT_ID=wf.DOCUMENT_ID
left join WEB_CP_COA2_NODE_DETAILS nd on wf.NEXT_NODE=nd.NODE_SEQUENCENO
left join WEB_CP_COA_APPROVER_VESSELS av on av.NODE_SEQUENCENO=nd.SEQUENCENO
left join PWORG apprves on av.VESSEL_NUMORGID=apprves.NUMORGID
left join PW001P01 coord on coord.PIN=nd.PIN
left join PW001P01 appr on appr.rank=nd.rank
right join WEB_CP_ACCOUNT_EMPLOYEE acc on acc.pin = appr.pin
LEFT JOIN PW001P0T email
            ON  email.PIN in (coord.PIN, appr.PIN)
            AND email.TELETYPE = 6
            AND email.TELEPRIORITY IS NOT NULL
            AND NOT EXISTS (
                    SELECT 1
                    FROM   PW001P0T t
                    WHERE  t.PIN = email.PIN
                           AND t.TELETYPE = email.TELETYPE
                           AND t.TELEPRIORITY IS NOT NULL
                           AND (
                                   t.TELEPRIORITY < email.TELEPRIORITY
                                   OR t.TELEPRIORITY = email.TELEPRIORITY
                                   AND t.SEQUENCENO < email.SEQUENCENO
                               )
                )
where 
	wf.step =(select max(t.STEP) from WEB_CP_WORKFLOW t where t.DOCUMENT_ID=wf.DOCUMENT_ID group by t.DOCUMENT_ID)
	and wf.state=1
	and tb.VESSEL=av.VESSEL_NUMORGID

group by coord.NAME, appr.NAME, wf.ORIGINATOR_PIN, coord.rank, appr.rank, coord.PIN, appr.PIN, email.TELENO

Field Specification

#PIN - ID of the approver/ coordinator.

#MANAGER_NAME - full name of the approver/ coordinator.

#MANAGER_RANK - rank of the approver/ coordinator.

#APPROVER_EMAIL - e-mail address of the approver/ coordinator.

#TEST_APPROVER_EMAIL - the e-mail to be used for testing purposes instead of the #APPROVER_EMAIL, the condition should be un-commented.

#DOCUMENTS_TO_APPROVE - count of the documents waiting approval;

E-mail sample:

Hello [#MANAGER_NAME],

This e-mail is to inform that you have [#DOCUMENTS_TO_APPROVE] persons waiting for the travel expences approval.

For more details connect to the portal: http://…/employee.

Best regards,

Task Parameters

Schedule: Weekly, on the selected week days and at the selected time.

Recipients: Notification’s recipient can be modified depending on the customer. Can be fixed email list or retrieves from the database.

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