Marks Item Records inactive based on activity parameters you set
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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 inactive
3) if related to other Active Items, will NOT make inactive
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
8) If Item Record was created less than VariableW months ago, alert will NOT make inactive
Run Schedule: Mondays AM
Type of Output: Email
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Sample
Sample
PDF Format:
Excel Format:
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Variables
Variables
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 inactive
3) if related to other Active Items, will NOT make inactive
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
-Once alert running live, alert will remove check mark in Active box on Item Record:
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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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