To alert when a call is Marked Incomplete for parts, but the tech has every part needed to complete the call in their car stock.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
To alert when a call is Marked Incomplete for parts, but the tech has every part needed to complete the call in their car stock. This can help managers watch for incomplete calls that the tech could have completed. It is possible tech has parts set aside manually for a different call, but this alert attempts to exclude those parts actually assigned to or used on other open calls.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
The alert will only send once per service call.
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Variables
Variables
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
IMPORTANT Note: This alert assumes you are linking Transfers and/or PO Receipts to Service Calls in all cases, otherwise, it will trigger 'false positives' when the required item(s) arrive in the tech's car stock. When parts are marked on the service call as 'Needed', then the Inventory Logistics console will pick up the items and either create the transfer or purchase order depending on what is in stock.
To Trigger the Alert:
1. The call in e-automate must be on hold.
**The call does not have to be on hold waiting on parts; it just has to be on hold.
2. The item on the service call must be marked as 'Needed'.
3. All parts marked as 'Needed' on the service call must be available.
4. The date that the part was added to the service call is within the past four days.
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Best Practices & Tips
Best Practices & Tips
We have documentation here on best practices for rescheduling calls.
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Related Alerts
Related Alerts
ID393 - Same part number causing reschedule for parts on service call.
ID629 - Parts required on incomplete call.
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