Provides daily list of parts ordered via PO that were not used on the service call.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
To track how many parts are having to be ordered on a PO for a tech reschedule that do not end up being used for the linked call. This alert works only if your inventory team is linking a call to a PO when ordering these items for techs. It's the only trail we have to see what the tech says he/she needed to compare against items actually used when the call was closed.
Run Schedule: Weekday Evenings
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL
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Alert Functionality
Alert Functionality
1. This alert works only if your inventory team is linking a call to a PO when ordering these items for techs.
2. Reports on any call still open at end of the day with PO received within the last 31 days. Will only report once per call.
3. For performance reasons, the alert looks at part receipt data less than 31 days old - it assumes the call is closed within a month of those parts being received. Within that limitation, the alert then waits until the call is closed and triggers if parts received against linked PO are not consumed on the call.
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Best Practices & Tips
Best Practices & Tips
1. If you have this alert reporting on cancelled service call(s), then you need to also cancel the PO or manually break the link to the PO before cancelling the call by removing the parts from the call.
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Related Alerts
Related Alerts
ID44 - Non Billable Part at Cost Exceeding W Used on Call
ID55 - Notify of rescheduled Call Created onhold WP and/or Badsync and PartsCost Exceeds
ID56 - New OnHold for Parts (WP/BadSync ) call just created
ID148 - New Incompleted/Rescheduled Call created with part costing > $W
ID393 - Same Part Number Causing Reschedule for Parts (tech ordered part) twice in 30 days
ID628 - Call Incompleted for Parts but Tech has Parts Needed
ID629 - Parts Required on Incomplete Call
ID715 - Parts received for service call not worked/completed in Y days
ID760 - Rescheduled Call from previous call where parts were ordered on a PO
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