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ID57 - POs Received today for Returnable Item and/or Linked Service Call or Inventory Request Overview & Sample:

To notify tech on PO-linked calls/requests when items are received, and/or specify returnable items received.

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

 

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Overview

Overview

To notify tech on PO-linked calls/requests when items are received and/or specify returnable items received to remind the parts warehouse team that one or more of the items received require that the failed item be returned by technician so the core can be returned to supplier.

 

Run Schedule:  Every 10 minutes

Type of Output: Email

 

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Sample

Sample

Returnable Item:

Item Received on Service Call with linked PO:

Item Received via Inventory Request:

 

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Variables

Variables

Variable W: Zero-Dollar PO's - Enter 'Ignore' to ignore zero-dollar purchase orders, leave blank to report on all purchase orders.

Variable X: Notification for returnable items - Enter 'Parts' to send your branch Parts Manager a separate notification ONLY for items received that are returnable and linked to a service call.

Variable Y: Branch numbers - Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL.

 

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Alert Functionality

Alert Functionality

This alert triggers if one of the following conditions is met:

1. The item on the PO Receipt is marked as "returnable". For an item to marked as returnable, the Item Record must have the 'Returnable' check box checked off (not left blank).

2. The item on the PO Receipt is linked to a transaction, either a service call or an inventory request.

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3. The alert will only trigger once per item received.

 

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Best Practices & Tips

Best Practices & Tips

1. See the documentation here on the best practices for linking service calls to purchase orders.

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Related Alerts

Related Alerts

ID563 - PO Item Received for returnable item

ID619 - Parts not ordered for waiting on parts calls

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