This task process will mark your e-automate Equipment Records inactive based on activity recorded against each record. Note: This alert is NOT for anyone who has been on e-automate for less than 18 months.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Reviews transaction history recorded against Equipment Records to determine if the device should be considered inactive according to the thresholds you set on your subscription variables.
We install first in test mode so you can review before any changes are made to e-automate. You decide when you're ready to switch it to run live.
Run Schedule: Monthly on the 1st
Type of Output: Email with Excel spreadsheet attached
* * *
Sample
Sample
Attached Excel document:
* * *
Variables
Variables
Variable W: Enter the number of Years since the Install / Create Date
Variable X: Enter the number of Months since services (considers only CM and PM call activity)
Variable Y: Enter the number of Months since Supplies were shipped
Variable Z: Enter the number of Months since the last meter reading
Variable 1: Enter Branch Numbers to report on (separated by comma) or leave blank for ALL
* * *
Alert Functionality
Alert Functionality
1. Alert will consider accessories for marking inactive. Alert output shows the ID number of the Equipment Record if the accessory is linked. Otherwise, no ID number referenced.
The sample below shows that Model/Accessory CB4520U is linked to Host Equipment Number 12345; whereas, Model ADF-102 is not linked to any equipment. Neither has transaction activity recorded against them, so both accessories (linked and not linked) would be marked inactive.
2. If accessories are not linked to an equipment record and meet ALL criteria for inactivation, they will be marked inactive. Accessories linked to an active Host equipment record will not be inactivated; however, if the Host equipment record is marked inactive on a previous run, the next time the process runs, it will mark all linked accessories to that Host equipment record inactive as well.
3. This task process uses the following criteria to determine if an Equipment Record can be marked inactive. Qualifying Equipment Records are those that meet ALL of the following criteria:
1) Either the Install Date on the Equipment Record OR the Create Date of the Equipment Record is more than Variable W years ago. IF there is no Install Date, then the alert will look to the Create Date of the Equipment Record (you can use the 'Service Equipments' eView to see Create/Entered Date. See Best Practices link below on creating this eView).
Please note this is by calendar year, NOT since X months. For example, if your Variable W is set to 2 years, then the alert excludes any equipment with a date of this or last calendar year. But if 2 or more calendar years ago, then the equipment is considered eligible for deactivation,
AND
2) Equipment not on an active contract (Contract must be in "active" status AND the expiration date must be today or in the future for it to be considered active),
AND
3) Equipment not on an active lease,
AND
4) No Service in the last Variable X months (only considers CM and PM Category Call Types),
AND
5) No Supplies shipped in the last Variable Y months,
AND
6) No Meter Readings received in the last Variable Z months,
AND
7) Equipment Not In-Stock/Inventory
* * *
Best Practices & Tips
Best Practices & Tips
1. Our Install Team will run this in test mode first. Once you are comfortable with the results, just email us at hlep@ceojuice.com to switch the alert to run live and mark records as inactive in e-automate.
2. Use the e-view Service Equipments to see the Create/Enter Date of the Equipment Record. You will need to add the column named Entered Date to e-view:
1. Open the e-view Service Equipments
2. Select New once e-view is open
3. Click on Entered Date in Unselected Columns and use the arrow to move to Selected Columns (be sure to name your e-view and select OK):
4. Then your custom e-view will open, and once you use Quick Search, you can see the entered date - this is the date the Equipment Record was created.
* * *
Related Alerts
Related Alerts
ID156 - Mark Customer Records Inactive
ID178 - Mark Model Records Inactive
ID337 - Mark Item Records Inactive
ID479 - Mark Contact Records Inactive
* * *
Version 20190201 required the Model Record of Equipment Record to be set as Host to be considered for deactivation:
NOTE: The alert logic only considers equipment where the associated Model Equipment Record indicates the Model is a HOST and is not an ACCESSORY.
0 Comments