To alert when a new call is created for equipment where the warranty date is greater than today.
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Many manufacturers include a warranty on their devices, it is up to the servicing dealer to ensure they are claiming the warranty dollars due for each of these devices. This alert will trigger on service calls where the warranty date on the equipment record is greater than today. The alert will fire when the call is opened, and will trigger again (upon dispatch) if the call is reassigned to another tech, so the technicians are aware that they are going to work on a warrantied machine and follow the proper procedures to receive warranty reimbursements.
Run Schedule: Every 10 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
VariableW: Branch Numbers to trigger on, separated by comma, or blank for ALL (available in 2022.02.04 revision)
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Alert Functionality
Alert Functionality
1. Will fire when call opened AND again when dispatched IF tech assigned to call has changed.
2. Only fires on Call Types set as Corrective or Preventative Maintenance Category Code:
3. Requires the Warranty Expiration date be populated on Equipment Record / Billing/Contact tab:
4. Alert email shows Vendor which is reporting from PO receipt:
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Best Practices & Tips
Best Practices & Tips
The warranty date on the equipment record is one that needs to be manually updated, you'll want to ensure that it is part of either your sales process or inventory process to update this field so that the alert will trigger.
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Related Alerts
Related Alerts
ID443: Alert At The End Of The Day For Closed Calls With Equipment Still Under Warranty
ID290: Equipment with Warranty Billcode (begins with VariableW ) past Warranty Date
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