Alert to follow up with vendors on items that are backordered.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
ID24 helps to follow up on outstanding purchase orders with back-ordered items from vendors. You only need to enter an estimated arrival date on the PO line items that are backordered with the vendor. The alert will then remind inventory managers to check with the vendor on back-ordered items not received after Variable W (your choice) number of days past due.
Run Schedule: Daily at 9 am
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Days Past Arrival Date - Enter the number of days past the arrival date on the purchase order to trigger the alert.
Variable X: Branch Numbers - Enter the branch numbers for the alert to trigger on, separating multiples with commas. Leave blank to trigger on all branches.
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Alert Functionality
Alert Functionality
1. In your purchase order, within each line item is an area for the estimated arrival date. If items are backordered, this area must be maintained with current information for ID24 to report properly:
The alert will trigger when the estimated arrival date is more than Variable X days past the date the alert triggers. The item will continue to trigger the alert each day until it is received.
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Best Practices & Tips
Best Practices & Tips
1. Blending this simple additional step into your daily process reaps great benefits, such as quickly being able to update your techs and customers with status on back-ordered items.
2. See the documentation here on how to link purchase orders to sales orders and service calls.
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Related Alerts
Related Alerts
None at this time.
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