Real-time notification of potential duplicate toner order
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Overview
Overview
We have seen situations where a customer places a toner order online, then calls it in and so does their colleague and you ship three sets of toners in one day. This alert is to just raise a flag whenever a supply order is created where the item ordered for a particular equipment ID has been previously ordered for the same equipment in the past VariableW calendar days you specify.
Run Schedule: Every 15 minutes / Summary sends at the end of the day
Type of Output: Email
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Sample
Sample
Daily Summary (optional via Variable1):
The alert summary email shows both Original Qty and Current Qty. The Original quantity is the quantity on the Sales Order when the alert first ran (it’s scheduled to run every 15 minutes, so it will pick up orders as they are placed). Current quantity is the quantity on the Sales Order when the Summary Report is run at the end of the day.
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Variables
Variables
Variable W: Enter the quantity of calendar days back to check for the same supply item ordered for the same equipment ID that was shipped.
Variable X: Enter Order Type containing the string of 'Supp' OR enter EXACT Order Type(s) to trigger on, separate by comma (i.e. Supply, Supplies, Rental). Defaults to order type containing string of 'Supp'.
Variable Y: Custom Property to exclude Bill To customers from this process.
Variable Z: Enter Branch Numbers for alert to trigger on, separated by a comma, OR leave blank for ALL.
Variable 1: Selecting 'Yes' will send a summary of all possible duplicate orders from the last 24 hours (Monday since Friday) every evening. **Please note, the Summary will only send to those emails listed in TO/CC/BCC of your subscription.
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Alert Functionality
Alert Functionality
1. Considers any Order Type containing the string 'Supp' as listed in Variable X by default OR you can list exact Order Type(s) separated by a comma in Variable X rather than have it consider the string of 'Supp'.
Sales order types are in Lists and Codes, under Sales order types:
If the string in Variable X is set to 'Supp', based on the order types above, the alert would trigger on the order types Supply and Supply ATR.
2. Considers Sales Orders fulfilled in the last W days AND all Sales Orders that are not yet fulfilled. This at the Sales Order Level, not the line item level. The logic has to assume orders fulfilled and completed in short order because one of the main points is to catch multiple orders coming in at the same time through different channels or to different personnel. If any previous order is still open, the alert will still fire regardless of look back days set on VariableW.
Example:
A Magenta toner was ordered on 4/10 for equipment ID 1234, the alert will check for any other sales orders with this combination of equipment ID and toner for the past Variable W days. If Variable W is set to 3, the alert would check for sales orders between 4/7 and 4/10 that are either open or fulfilled. If any additional orders are found, the alert will trigger.
3. Summary email ONLY sends to those emails listed in TO/CC/BCC.
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Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
This alert automatically installs, so you will need to create Custom Property ZCJDuplicateToner
Step 1:
Create new attribute via Tools / Lists & Codes / Attributes:
Attribute name: ZCJDuplicateToner
Description: Exclude from Duplicate Toner Notice ID215
Data type: User-Defined Lookup
Lookup list: Exclude / Include
Step 2:
Add Attribute to Customer Record Configuration via Tools / Lists & Codes / Configurations (custom properties):
*leave default value blank*
-As of eAuto 8.5, ECi has added similar functionality:
It considers Sales Orders Fulfilled in the last look-back days and all orders not yet fulfilled. However, please note this at the Sales Order level, not the line item level like our alert.
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Related Alerts
Related Alerts
ID23 - Supplies Shipped at N/C but also no contract coverage
ID315 - Excessive Toner Alert
ID875 - Possible Duplicate Shipment Notification - Billable Orders
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