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ID863 - Call on Hold for Parts (WP) and Equipment Carcass Available Overview & Sample

When a machine is removed from service, the suggested practice is to remove all salvageable parts and put them into inventory at $0 for future use. Sometimes this takes a while, however, as often techs will work on it when they 'have nothing better to do.' This alert will advise you when a call is placed on hold for Parts and you have Equipment of the same model awaiting parts harvest. It also has some awareness of parts that can be used on multiple models, so for instance, if the call in question is for a C7000 and you happen to have a C6000 awaiting salvage and the two share the part in common you will be notified to check.

The alert assumes that when you designate a machine for salvage you change its equipment Status so that it matches one of the ones you enter into VariableW. This alert uses some of the pieces from our ID500 process to identify which parts can be used in which models (never mind what settings might be in place on the front-end of e-automate), but ID500 is NOT a prerequisite for this alert (you really ought to be using it, though, unless you enjoy writing off parts, see this link for details).

Variables:

VariableW: *REQUIRED* EquipmentStatus(es) assigned to machines awaiting parts harvest (separated by comma)

Please see THIS LINK on creating these Equipment Statuses in eAutomate

VariableX: OnHold Codes used for Waiting for Parts (WP assumed, no need to list). If left blank will only report on WP 

VariableY: Minimum cost threshold - don't bother to trigger on a part with Average Cost less than this

VariableZ: Custom Property at Model level indicating that different Models are essentially the same chassis (take all the same parts/supplies) under a different branding or with very minimal differences. Format is a drop-down list of all Models. So if, for instance, the Ricoh 7500 and Savin 7500x are the same model but listed under two different Models in e-auto you would set the custom property on the 'alternate' to point to the 'primary', however you make that determination. (If you determine that the Ricoh 7500 is the primary, then the custom property would be set on the Savin machine as "Ricoh 7500" and it would be the alternate machine) Note: the alert is also smart enough to figure out that if machine A and machine C both point to B as the primary, then a call on a C can take parts from an A carcass.

**Please see below on how to create this Custom Property in eAuto (this alert auto installs so we do not auto create the Custom Property for you)

(Does not require the machine removed from service (carcass) be an active equipment record nor a host.)

Sample:

Note: Carcass location is the warehouse, assuming it's in inventory, else the location of the Equipment Record. Best practice is for carcasses to remain in inventory until completely stripped and written off, although we have heard a couple of people argue for doing it the other way around.

ID863_clarif_2.png

Custom Property (required for VariableZ):

This alert relies on Custom Property listed in your VariableZ (defaults to ZCJ_ModelSameAs). You can make name of Custom Property anything you like, just be sure your VariableZ is populated with the name you assign to the Custom Property Attribute in eAuto.

Step 1:

Create the Attribute via Lists & Codes / Attributes / New

Name = ZCJ_ModelSameAs

Description = Identifies mostly-identical models under different Model #s

Data Type = Lookup

Lookup Type = IC_Models

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Step 2:

Link this Attribute to Configuration for Models

Select Configurations (custom properties) from Lists & Codes

Select Model Tracking Configuration from List

Quick Add ZCJ_ModelSameAs to Configuration List, select OK to save

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