This alert sends each technician a report of everything that comes into and out of their car stock (warehouse) each day. We expect them to review it and if everything is okay, then delete the report. The logic is that when it comes time to do car-stock 90 days later the technician can't say, "I never got that." It shows a positive number for received parts and a positive number for parts allocated to uninvoiced calls because those parts are technically still in the tech's inventory. It shows a negative number when the call is invoiced because this removes the parts from the techs inventory.
Variable X: is where you set whether you want the alert to report weekly activity on Friday evening or Monday through Friday evening showing daily activity. This alert always runs in the evening. It's a requirement of the logic used.
Technicians employee records must have ZCJFieldTech custom property set, more here
This report must be scheduled for each evening to report daily activity
A Custom Report will also be installed that you can run on demand, filter by certain techs or date range. It will be installed in eAutomate / Custom Reports Folder.
Note: Service calls appear on this report for the day they were invoiced and the day they were completed (if there's a difference). The alert assumes once a call moves into Completed or OK-To-Invoice status that it will be invoiced in a timely fashion. Very occasionally you have cause to move the call back into Hold Status. The logic assumes there is no good reason for a call to be complete and not invoiced. So if you have a call still appearing on this alert, this alert assumes the tech still needs visibility into what he/she did on that call.
*Costs shown are average costs
Samples of Output:
From Invoiced Service Call: Quantity is shown as (-) negative as inventory is already gone from car stock. Cost of inventory removed also shown ($0.00).
From Uninvoiced Service Call: Quantity is shown as (+) positive as inventory has not been removed from car stock inventory according to eAutomate. Once call is invoiced, then will go to negative.
From Transfer: Sample shown in transferring inventory from Main Warehouse to Tech Warehouse, so quantity is positive as inventory has been added to tech warehouse.
From PO Receiver: Sample shown in for part received via PO and placed directly into tech car stock inventory.
Samples not shown, but also transaction types are:
Void on CM# - inventory returned to tech car stock via credit memo in eAutomate
PO Recd Call# - inventory added to tech car stock via received PO linked to service call