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ID337 - Mark Items Inactive Explanation & Sample

Marks Item Records inactive based on activity parameters you set

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

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Overview

Overview

Will mark Item Records with no activity as inactive based on transaction activity:

1) last transaction per the Item Ledger (all calls, orders, receipts, transfers, adjustments), will NOT make inactive if activity within number of months set in VariableW

2) if inventory on-hand, in-process, allocated or back-ordered, will NOT make active

3) if related to other Active Items, will not make active

4) If the Item Record Number is on an active Equipment Record, alert will NOT make inactive

5) If Item Record has an active Model Record listed, alert will NOT make inactive

6) If Item created in last number of months set in VariableW, alert will NOT make inactive

7) If Item Record has ACTIVE Related Make and/or Model set, alert will NOT make inactive

 

 

 

Run Schedule: Mondays AM

Type of Output: Email

 

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Sample

Sample

PDF Format:

ID337PDF.PNG

Excel Format:

ID337Excel.PNG

 

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Variables

Variables

ID337Variables.PNG

Variable W: Enter quantity of months since last transaction activity (ensure less than qty months live on eAuto)

Variable X: Enter Excel or Report (PDF) to set what format report provided in (Report is PDF, Excel is Excel)

 

 

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Alert Functionality

Alert Functionality

Alert looks at the following:

1) last transaction per the Item Ledger (all calls, orders, receipts, transfers, adjustments), will NOT make inactive if activity within number of months set in VariableW

2) if inventory on-hand, in-process, allocated or back-ordered, will NOT make active

3) if related to other Active Items, will not make active

ID337Related.PNG

4) If the Item Record Number is on an active Equipment Record, alert will NOT make inactive

ID337Equipment.PNG

5) If Item Record has an active Model Record listed, alert will NOT make inactive

ID337Model.PNG

6) If Item created in last number of months set in VariableW, alert will NOT make inactive

7) If Item Record has ACTIVE Related Make and/or Model set, alert will NOT make inactive

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-Once alert running live, alert will remove check mark in Active box on Item Record:

ID337NotActive.PNG

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Best Practices & Tips

Best Practices & Tips

-We will install this alert in Test Mode first so you can review before any actual changes made in eAuto. Once you are comfortable with results, please let us know at help@ceojuice.com your ready to go live. 

 

 

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Related Alerts

Related Alerts

ID156 - Mark Customer Records Inactive

ID157 - Mark Equipment Records Inactive

ID479 - Mark Contact Records Inactive

 

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