Alerts when a new e-info order is entered online.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Alerts the supply department that an online order has been created and the quote needs to be reviewed and converted to a sales order for processing. This alert can be used for e-info orders and/or other automated third-party software you are using.
**Also see companion alert ID493: When customers create sales orders in e-info, then the internal e-automate users have no visibility on the Sales Messages that might exist on the customer and/or the equipment. So, as the quote is created from e-info, this alert will fire and show those notes.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: CreatorID(s) - List the creator IDs that you want the alert to consider, leave blank for e-Info.
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Alert Functionality
Alert Functionality
1. Sales quotes created from e-info automatically have the creator ID set as e-info, this alert will always report on quotes created by e-info. If you wish to monitor other creator IDs, list those in variable W. The creator ID matches the Login user ID on the employee record:
**If you want to use this alert to monitor other automated processes creating quotes in e-automate, you'll need to determine the userID that is used to create those orders, as it's most likely not an employee login.
2. The alert will trigger for each order once.
3. The alert is checking for new quotes created in the past seven days that have not already triggered the alert, where the creatorID is either e-info or one of the IDs listed in Variable W.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID493 - Alert if a new e-info quote is created where a sales message exists
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