For clients who want to notify their Order Processor whenever an Equipment sales order is in status 'Open - Open' (the detailed status is the trigger) when the order had previously been on Backorder.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This is to catch orders that move out of the 'Backordered' status to 'Open' when a linked purchase order is received for that sales order.
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Order Type(s) - List the sales order types for the alert to monitor. Separate multiple types with a comma.
Variable X: Detailed Status - List the detailed sales order status(es) for the alert to monitor. Separate multiple statuses with commas.
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Alert Functionality
Alert Functionality
1. In order for this to send to the sales order creator, log into our CEO Juice website and on the ID343 subscription, checkmark the box the send to Creator.
2. The detail sales order status is the status within the parentheses:
3. Alert requires the order to have been in back-ordered status first.
4. The sales order types are found in e-automate in Tools - Lists and Codes - Sales order types:
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Best Practices & Tips
Best Practices & Tips
1. See this link for details on how to link a sales order to a purchase order.
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Related Alerts
Related Alerts
ID69 - PO Receipts for Equipment orders not tied to Sales Orders
ID348 - Update sales reps on equipment order status
ID582 - Backordered item on sales order not linked to purchase order
ID820 - PO Received of PO Order Type W
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