Sample Workflow for Applying Different Forms to Spool Files based on Email Address

 

This article gives one example of how to combine RJS Software products to complete a business process. Consider this example as you figure out how to adapt RJS Software applications to your own processes.

This example completes the following business process:

1. Receive spool files from a statements process that uses JDE software.
2. For all spool files with embedded emails, generate a PDF form with letterhead, logo, and legal information.
3. For all spool files without embedded emails, leave off the letterhead and logo so that they can be printed on pre-printed forms and  mailed to customers.

Statements Flowchart

1. Perform the first split with Report Splitter:

   1. The spool files arrive in STASPLIT1.

   2. Look in each spool file at the exact position of the email address:

      1. In Split Option, use *DECOLLATE to split the input spool file.

      2. Use F11 to add the following SQL statement that finds only pages with a valid email address:

         @email <> ""

      3. Use F13 to add the following information to the user defined data of the new spool files to retain the user ID from the input spool files for later when emailing reports:

         RPTUSER: @USERID

   3. In the After Processing Options, move the input spool files to STASPLIT2.

   4. Create the new output spool files in STAEMAIL.

2. Apply the form for emailed statements with WinSpool/400 Electronic Forms Print Server:

   1. Apply the form to the spool files in STAEMAIL.

   2. A VB script in the form appends a page with a disclaimer and legal information at the end of each document.

   3. Convert the files to PDF format.

   4. Respool the converted files to ESTATEMENT.

3. Email the statements with Email Report Server/400:

   1. In the address book (option 30 on the RJSERS menu), define an email address for every employee who will generate spool files and include their iSeries user ID.

      Note: This user ID will match the information saved in the user defined data from step 1.2.3 above.

   2. Run the ERSMON command:

      1. On the output queue ESTATEMENT.

      2. In From Address, choose *USERDEF to find the user ID in the user defined data and look up the corresponding email address in the address book.

4. Perform the second split with Report Splitter:

   1. The original spool files are in STASPLIT2 after step 1.3 above.

   2. Look in each spool file at the exact position of the email address:

      1. In Split Option, use *DECOLLATE to split the input spool file.

      2. Use F11 to add the following SQL statement that finds only pages WITHOUT a valid email address:

         @email = ""

   3. In the After Processing Options, move the input spool files to VKSHEPHERD for archiving or deletion.

   4. Create the new output spool files in STANOEMAIL.

5. Apply the form for these statements with WinSpool/400 Electronic Forms Print Server:

   1. Apply a different form to the spool files in STANOEMAIL.

      This form does not include the last page from step 2.2 above or any logos and other information that is already on the pre-printed forms.

   2. Convert the files to PDF format.

   3. Send the files to a set printer.

6. Mail the printed forms to customers.