Sends a PDF Thank You letter for equipment invoices to recipients of the alert; the letter can then be printed and sent to your customer.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert prints a Thank You letter that will be emailed to you. You can then print and review them before mailing them to your customers. The alert will only generate the letter for the Sales Order type (typically Equipment ) that you specify in Variable W.
Run Schedule: Daily at 7 PM
Type of Output: Email
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Sample
Sample
Below is a sample of the Thank You letter, which can be modified to your needs:
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Variables
Variables
Variable W: Sales Order Type - Enter one character string for the order type the alert should trigger on; multiple values are not supported. Entering 'Equipment' will trigger the alert for all sales order types that contain 'Equipment'
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Alert Functionality
Alert Functionality
1. The sales order has been fulfilled within the past day and is not voided, nor has the invoice been voided.
2. The order type matches the string entered in Variable W.
Order types can be found in e-automate under Tools - Lists and codes - Sales Order Types:
Entering 'Equipment' in the variable will cause the alert to trigger for all order types that contain 'Equipment'.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID312 - Equipment Install Survey
ID732 - Email Thank You Letter for Equipment Invoices
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