Ensure supplies not sent to customer who should have contacted servicing dealer by auto update of Service/Sales Messages on Equipment Record
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Here is an all-too-common scenario when you have contracts covering locations outside your own service area: your customer calls you to place an order for supplies, instead of calling the third party dealer who is contracted to provide those supplies.
This alert will use Custom Properties on the Equipment Record to look up either AP Vendor or Customer Number to determine the 3rd Party ITT Dealer and uses another Custom Property to indicate if supplies included by 3rd Party ITT Dealer. We will automatically insert message "{ID594: Contact XYZ Dealer at xxx-xxx-xxxx for supplies and service :ID594}". The process wraps the message between the ID594 characters so that the message can be 'removed' if the ITT dealer attribute is changed and/or the supplies included yes/no is changed to no, or if the equipment is no longer active.
Run Schedule: Daily AM
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
VariableW: Custom Property on Equipment Record indicating who the 3rd party service provider (Lookup: Vendors) is.
VariableX: Custom Property on Equipment Record indicating who the 3rd party service provider (Lookup: Customer Number) is.
VariableY: Custom Property on Equipment Record to indicate if supplies are included by the 3rd party service provider. Setup attribute as a Yes/No type, with the default set to 'No'.
* * *
Alert Functionality
Alert Functionality
-We will automatically insert message "{ID594: Contact XYZ Dealer at xxx-xxx-xxxx for supplies and service :ID594}". The process wraps the message between the ID594 characters so that the message can be 'removed' if the ITT dealer attribute is changed and/or the supplies included yes/no is changed to no, or if the equipment is no longer active.
-If a user removes braces { } at either beginning or end of inserted ID594 message, we can't pull what is left off by way of this automated task. Alert will then process the next day and re-insert if Custom Properties still exist for qualification.
-Maximum amount of characters allowed in eAuto Service or Sales Messages is 1,024.
-We will install this alert in Test Mode first so you can review what changes would be made. Once alert is set to run live, it will only report on changes made once. The maximum amount of messages we will scan is 100 at a time. We suggest letting it run each day to catch up on entries initially. OR if time sensitive, then reach out to help@ceojuice.com to have us repeatedly fire off once in Live Mode to update ALL in one day.
-We can customize the alert to ONLY update either Service or Sales Message if you prefer both aren't updated. Please request via email to help@ceojuice.com.
-Alert will always place any already existing Service/Sales Message you already have in front of our ID594 entry
-If Custom Property ZCJThirdPartySupplyProvider left blank, the equipment will not be reported by this alert.
-If you change ZCJSuppliesIncluded to NO, then alert will wipe out ID594 message entry
-Our task will NOT change frequency or expiration date of any messages. So please be sure to keep an eye on Exp Date on alert emails to manage expiration. Task will also NOT change subject line of message:
* * *
Best Practices & Tips
Best Practices & Tips
-Remember Sales Orders and Service Calls must be linked to Equip ID in order for Sales/Service Messages to appear:
Creating Custom Properties
Creating Custom Properties
Step1:
Create 3 Attributes matching what you have listed in VariableW and VariableX (VariableW MUST point to a Vendor Record and VariableX MUST point to a Customer Record (you do not need to use both)
Name: ZCJThirdPartySupplyProvider
Description: Third Party Supply Provider Vendor (ID594)
Data type: Lookup
Lookup Type: Vendors AP
Name: ZCJSupplyProviderCustomer
Description: Supply Provider Customer (ID594)
Data type: Lookup
Lookup Type: Customers (Number)
Name: ZCJSuppliesIncluded
Description: Supplies Included (ID594)
Data type: Yes/No
Step2:
Add these attributes to your Equipment Configuration:
Go to Configurations (custom properties) via Lists & Codes, select Equipment Configuration:
Use drop down under Available attributes to Quick Add all three:
Step 3:
Populate either ZCJThirdPartySupplyProvider or ZCJSupplyProviderCustomer. Custom Property to the Equipment Records you wish to monitor. Select the correct AP-Vendor that will provide supplies – without these steps the alert cannot function.
*If you populate both AP Vendor and Customer Number in corresponding Custom Properties on Equipment Record, alert will default to using AP Vendor first.
* * *
Related Alerts
Related Alerts
ID612 - Update Service & Sales Message with NPS Detractor Information
ID890 - ITT Service Call Sync
0 Comments