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
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Variables
Variables
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:
2. The alert will only alert on the service once.
3. The branch filter looks at the branch on the service call:
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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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