Automatically receive Brother VPP Sales Report each month for submittal to Brother.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
As part of Brother's Value Print Program, they require the attached information monthly in order to provide their partners a 3 year warranty on their Brother printers and MFPs. Once the data is received by the Brother DSM, it is sent to corporate to upload into their system. They use this information to manage how they provide technical support to partners. Unfortunately, if this information is not received and the SN is not registered partners warranty support is denied. As you can imagine it creates support delays which they want to eliminate. The goal to automate this process and ultimately make it easier for partners.
This process will email the report in the correct format for Brother so you can simply forward the report to Brother.
This process requires that Brother devices have a Make of 'Brother'.
Run Schedule: Last day of the month evening
Type of Output: Email and On Demand SSRS Report
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Sample
Sample
Email sent:
Contents of attachment provided in email:
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Variables
Variables
This process has no variables
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Alert Functionality
Alert Functionality
1. Reports on monthly Equipment Sales per eAuto Sales Orders fulfilled/billed for period filter.
2. Only considers Make = Brother
3. If the report did not run automatically for you (likely your server was offline on last day of month), then please go to your On Demand SSRS Report 'Brother Equipment Sales - ID436' to run manually and export to excel. See OnDemand Report Filters header below for details.
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OnDemand Report Filters
OnDemand Report Filters
1. Enter Date Range - based on date Sales Order fulfilled/billed
2. Export to excel so you can send as needed:
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Best Practices & Tips
Best Practices & Tips
1. Report column headers explained:
Reseller Dealer: Branch Customer Name from Sales Order
VPP-BPROG Code: per value you've listed in Custom Property VPP-BPROG Code on Sales Order
Distributor: Vendor Name listed on Purchase Order Receipt
End User Account: Main Customer listed on Equipment Record
Install Date: Equipment Record Install Date
Hardware Model: Equipment Record Model
Serial Number: Equipment Record Serial Number
Store Number Customer Number: Main Customer listed on Equipment Record (same as End User Account)
First Name, Last Name: per (a) Ordered by Contact on Sales Order, if none, then is the (b) Equipment contact listed on Equipment Record
(a) Ordered by:
(b) Equipment Record Equipment contact:
Street Address, City, State, Zip, Phone: per Main Customer Record on Equipment Record
Custom Property
Custom Property
Creating Custom Property VPP-BPROG Code (must be exactly this Attribute name)
Step 1:
Go to Lists & Codes, Attributes to create new
Attribute name: VPP-BPROG Code
Description: BPROG Code for CEOJuice ID436
Data type: Text
Step 2:
Add VPP-BPROG Code attribute to Sales Order configuration
Make sure you have a configuration where Group = Sales Order Properties:
If you do, then edit the Sales Order Configuration and add VPP-BPROG Code:
If you do NOT, then (1) select New, (2) Enter name, description, and select group, (3) add VPP-BPROG Code attribute, (4) select OK:
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Related Alerts
Related Alerts
None at this time
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