Notify techs if parts they need on incompleted service call are available in other warehouses/carstocks
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Overview
Overview
Checks newly created rescheduled call items and send alert to tech of item availability in other warehouses. Will show all warehouses where qty on hand >0. Alert does not look at the techs warehouse assigned to the call. It strictly looks at warehouses that are not associated to the tech on the call. It assumes a best practice that the tech wouldn't have rescheduled the call if he/she already had the part in stock. Also if the tech did have it in stock, but it was for a different call, then the part should be allocated to that call making it not available in his stock. It looks at real time on hand quantities.
Run Schedule: Every 10-Minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter Company Site' to identify available parts only in warehouses of that Type, or enter 'ALL' to consider all warehouses (including other techs' carstock)
Customer Type seen on Inventory Warehouses:
Variable 1: Select 'Yes' to search for substitute items in addition to the item on the call. Alert will then show any substitute items on Item Record:
Variable Z: Branch numbers alert fires on (list multiple branches separate by commas). Leave blank for ALL branches.
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Alert Functionality
Alert Functionality
-Call must be a rescheduled call
-Alert will only notify once, it will not continue to send email notifications
-Only trigger on parts on calls that are in 'Needed' status, meaning the items are not available in assigned techs warehouse nor have been received via linked PO or transfer.
-Whse Qty OnHand, Whse Qty Avail, Whse Min, and Whse Max are per the Warehouse shown:
-Looks at real time On Hand inventory quantities available within same branch as branch on service call:
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Best Practices & Tips
Best Practices & Tips
-Be sure to select send To Tech so tech who rescheduled call gets the emails:
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Related Alerts
Related Alerts
ID55 - Notify of rescheduled Call Created onhold WP and/or Badsync and PartsCost Exceeds
ID56 - New OnHold for Parts (WP/BadSync ) call just created
ID628 -Call incompleted for Parts but Tech has Parts Needed
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