This alert is intended to help you evaluate your tech's car stock effectiveness, it is also available as a custom report.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
The report lumps all transfers-to-tech into two categories - 'Unlinked'/'Good', which means that the ILC automatically moved stock to the tech based on the mix/max settings for his/her bins, and 'Linked'/'Bad', meaning the tech had to manually request the part due as part of Incompleting a Call or generating a Transfer Request. The report looks at all transfers and compares how many transfers were generated by eAuto as restock vs. how many were generated otherwise, and provides an effectiveness for that part for the period (5 transfers of which 2 were linked, effectiveness for that part is 60%). There's also an overall tech-level effectiveness rating and a report-level rating for all techs you included. This provides you with an additional metric to evaluate how accurate the tech's min/max bin settings are, and tells you just how often the tech is operating outside his/her inventory.
Run Schedule:
Type of Output: On-Demand Custom Report
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Sample
Sample
With filter set to only show effectiveness below 25%:
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Variables
Variables
There are no variables for this process.
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Alert Functionality
Alert Functionality
The report shows the part number, the total transfers to the technicians' warehouse, and the total linked transfers. Linked transfers are when there is an inventory request or a PO receipt linked to the call. A linked transaction means that the technician did not have the part in their car stock, and therefore, the min/max levels for the part should be reviewed.
Effectiveness is calculated as the number of transfers to the tech that did not have a linked transfer. If there were 119 total transfers to the technician and 21 of those were linked, then the overall effectiveness is (119 - 21) / 119 = 82%.
**If you are manually creating manual transfers (as opposed to tech submitting transfer request or ILC orders because tech marked service call as incomplete for parts), that transaction is considered 100% effective for those manual transfers.**
**There is a known issue with this alert: If the same item appears on more than one line-item of a transaction, like an Inventory Transfer or PO Receipt, the value gets inflated. See this LINK for more info.
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OnDemand Report Filters
OnDemand Report Filters
This report can be found in the Custom Reports section of the e-automate Reports Console:
The report can be filtered by Date Range, Warehouse, Technician, Item or Effectiveness Rate:
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Best Practices & Tips
Best Practices & Tips
We recommend running the report separately for each tech.
Related Alerts
Related Alerts
ID629 - Parts Required On Incomplete Call Overview
ID393 - Call Incomplete Same Part WDays
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