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ID44 - Non-Billable Part at Cost Exceeding W Used on Call Overview & Sample:

Alert when a non-billable part that exceeds the cost set in Variable W is used on a service call.

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

 

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Overview

Overview

Some service managers want to keep a check on the use of expensive parts, so this alert allows them to set a threshold and be alerted when an item is used on a service call that is greater than that threshold on a non-billable call. This alert is intended to be run once a day at the end of the day.

 

Run Schedule:  Daily at the end of the day

Type of Output: Email

 

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Sample

Sample

44_sample.png

 

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Variables

Variables

44_variables.png

Variable W: Item Cost Exceeds - The amount the non-billable part should exceed in order to trigger the alert. The default value is 100.

Variable X: Branch Numbers - Branch numbers the alert fires on, list multiple branches separated by commas. Leave blank for ALL branches.

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Alert Functionality

Alert Functionality

1. The alert pulls the cost e-automate assigns to the part at the time of invoicing. This is set when you created your company in e-automate - configured to use FIFO, LIFO, or weighted averages - and the setting can be viewed at Tools/Options/Inventory:

44_costsetting.png

2. The alert will only alert on the service once.

3. The branch filter looks at the branch on the service call:

branch on service call.png

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Best Practices & Tips

Best Practices & Tips

None at this time.

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Related Alerts

Related Alerts

ID14 - Repeat Part Used Costing > Variable X

ID55 - Notify of call rescheduled with parts exceeding set amount

ID148 - New Incompleted/Rescheduled Call Created with Part Costing > Variable W

 

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