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ID46 Tech Warehouse Activity Report, Overview & Sample

Ensuring accurate technician car stock is key in lots of areas, ensuring parts costs are allocated to correct contracts, ensuring parts are not going to black market sales, ensuring the tech has the necessary parts to complete the call 1st time etc.

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 delete. 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 techs inventory. It shows a negative number when the call is invoiced because this removes the parts from the tech's inventory. VariableX is where you set whether you want the alert to report weekly activity on Friday evening or Monday through Friday evenings showing daily activity. This alert always runs in the evening. It's a requirement of the logic used. Note: service calls appear on this report for the day they were invoiced and the day they were completed (if there's a difference).

Alert will send PDF report via email as well as provide link to run SSRS Report. Please see below for instructions/options on running SSRS Report.

As of newest version 20190708, alert will now also include any Customer Site Warehouses (we used to have alert ID195 for this, but have now rolled it all into one report):

CustomerSite.PNG

For those warehouses to be included, it does require the Warehouse Custom Properties tab have actual tech linked to Custom Property ZCJTechNumber:

**Please see below for instructions on creating Custom Property ZCJTechNumber**

ZCJTechNumber.PNG

AND the tech listed with ZCJTechNumber MUST also have ZCJFieldTech set to Yes on eAuto Employee Record:

ZCJFieldTech.PNG

 

 

Variables:

Variables.PNG

VariableW: email will only report for eAuto Employee Records set with Custom Property ZCJFieldTech set to YES, more here.

VariableX: Default is set to run Daily. Set frequency of alert. Set to 'Daily' if you want alert to send each weeknight evening or to 'Weekly' to send Friday evenings only for the weeks activity. This alert always runs in the evening.  It's a requirement of the logic used. Must be scheduled for each evening to report daily activity

VariableZ: email will report on warehouse activity where warehouse set with YES for Custom Property listed in VariableZ, BUT also requires tech eAuto Employee Record ZCJFieldTech (VariableW) be set to YES.

Sample:

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 (same day). 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 completed 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*

Report considers three types of transactions in eAuto:

1. Service Calls 

2. Transfers/Inventory Adjustments

3. PO Receipts

** Note: This report might reflect activity from previous dates if there were edits made to the call today that impacted inventory.

**Report shows Create Date and Post-Create Date as date created may be different than date of actual transaction.

Formatted for export as PDF, 8.5 x 11 size

Sorted by Order By Date and then by Transaction Type

Service Call Transaction:

srvccall1.PNG

Transfer Transaction:

transfer1.PNG

PO Transaction:

PO1.PNG

PO2.PNG

Total: Each warehouse will show total indicating Net Change:

Total2.PNG

Follow this link to see where to find SSRS reports and security needed to run them.

Running SSRS Report:

Filter Options:

Filters.PNG

From and Thru Date - Please note this report does a lot of "heavy lifting" digging into the real time Inventory Transactions, so the more info you request, the harder it is on your server which could bog down server performance and/or results from the report.

Field Technicians - This is any eAuto Employee Record with Custom Property ZCJFieldTech set to YES that also has Warehouse

ZCJFieldTech.PNG

**You must also have tech assigned to their warehouse here:

Tech_ID46.png

Non Field Tech Warehouses - This is any warehouse in eAuto that is not linked to Employee Record containing ZCJFieldTech set to YES. All warehouses created in eAuto can be found under Inventory/Warehouses:

Inv.PNG

Creating Custom Property ZCJTechNumber:

(right click on images to enlarge)

Step 1:

Via Tools / Lists & Codes / Attributes, add attribute ZCJTechNumber:

Attribute name: ZCJTechNumber

Description: Tech employee number on account (CEOJuice ID46)

Data Type: Lookup

Lookup type: Employees (becomes SH_AGENT_NUMBER)

1.png

Step 2:

Via Lists & Codes, add this Attribute to Configurations (Custom Properties)

If you do not already have a Configuration for Warehouse, then select New and add:

Name: Warehouse

Description: Warehouse

Group: Warehouse Properties

2.png

You will be prompted to add an Attribute, select ZCJTechNumber:

3.png

Once completed, Configuration will look like this:

4.png

Now this Custom Property will be visible on Warehouse Record / Custom Properties tab:

ZCJTechNumber.PNG

 

 

 

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For alert Version 20180301 and older (prior to SSRS conversion):

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.

 

 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).

ID46_1_Invoiced.png

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.

ID46_2_Uninvoiced.png

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.

ID46_3_Transfer.png

From PO Receiver: Sample shown in for part received via PO and placed directly into tech car stock inventory.

ID46_4_PO_Receipt.png

 

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

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