Real-time notification of potential duplicate toner order
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts | Task App
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
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Variables
Variables
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
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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ask App
Task App
Please see THIS LINK for review.
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