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Training for Suppliers, Customers, as well as Employees Customization Delivered

  • 10 February 2012
  • cre8
  • 0 Comment

A customization was created to auto assign an existing but Reusable Non-Payroll Employee Record when a Course is requested for a Supplier or Customer Person/Contact.

When user clicks the ‘Course Request’ button on the Case Entry form or from Course Request Entry, the system will determine if the person to take the course is a Supplier or Customer. If so, then the system will create a Reusable Non-Payroll Employee record and display the Supplier / Customer information (Type, ID, Name) in other fields. With this approach the standard business rules would be used.

When an Employee person/contact is selected to take a Course, the system will not use the extra fields to display Customer and Supplier information (ID and Name) and standard functionality would be applied.

A system employee can take or apply for a course once per Case Number or Course Number. Because of this business rule the system would have to create one Reusable Non-Payroll Employee per Customer or Supplier in attendance. The maximum number of Non-Payroll Employees auto-generated/updated by the Customization will be the maximum number of Suppliers/Customers enrolled in a single Training Course.

With this approach we avoid the creation of an Employee record for each Customer or Supplier enrolled in training.

The following naming convention were followed for auto-assign employee records:

  • Employee ID : trn##### (where # is a sequential number)
  • First name: training# (where # is a sequential number)
  • Last Name: training# (where # is a sequential number)

Course credits were not part of the requirement for this customization.

Screen examples:

Plant configuration control must have Approval required set up, and a default Supervisor for approvals defined.

Training_1

Plant Configuration Control Case Entry

 

Training_2

Case Entry

 

 

Training_3

Create Course Request

Training_4

 

 

 

 

 

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