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ID215 - Possible duplicate toner shipment Overview & Sample

Real-time notification of potential duplicate toner order

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts | Task App

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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 had been previously ordered for the same equipment in the past VariableW calendar days you specify.

 

Run Schedule: Every 15-minutes

Type of Output: Email and Task App

 

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Sample

Sample

ID215sample.PNG

 

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Variables

Variables

ID215Variables.PNG

Variable W: Enter quantity of calendar days back to check for same supply item ordered for same equipment ID that was shipped

Variable X: Enter Order Type containing this string OR enter EXACT Order Type(s) to trigger on, separate by comma (i.e. Supply, Supplies, Rental)

Variable Y: Custom Property to exclude Bill To customers from this process 

Variable Z: Enter Branch Numbers for alert to trigger on, separated by comma OR leave blank for ALL

 

 

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Alert Functionality

Alert Functionality

-Alert considers any Order Type containing string listed in VariableX, 'Supp' by default. You can specify a different string in VariableX if you only want us to check a specific order type. Alternatively, you can list exacty Order Type(s) in VaraibleX rather than have it consider a string.

-Alert considers Sales Orders Fulfilled in the last W days and all Sales Orders 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 whole 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 VarW.

 

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Best Practices & Tips

Best Practices & Tips

Custom Property Set Up

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

ID215CP.PNG

Step 2:

Add Attribute to Customer Record Configuration via Tools / Lists & Codes / Configurations (custom properties):

*leave default value blank*

 

ID215ConfigCP.PNG

 

-As of eAuto 8.5, ECihas 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.

ID215eAuto.PNG

 

 

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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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ask App

Task App

Please see THIS LINK for review.

 

 

 

 

 

 

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