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ID246 - List all Open Supply Orders/Unconverted eInfo Sales Quotes Status Overview & Sample:

This alert is an aging list of all open sales orders with a type of "Supply" that are unfulfilled for a set number of days, and also all e-Info quotes that have not been converted to sales orders.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

This alert is an aging list of all open sales orders with a type of "Supply" that are unfulfilled for a set number of days, and also all eInfo quotes that have not been converted to sales orders. This enables management to easily see how long orders might be on backorder, etc.

 

Run Schedule:  Daily at 8:30 AM

Type of Output: Email

 

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Sample

Sample

ID246.jpg

 

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Variables

Variables

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Variable W: # of Days Unfilled - The number of days unfilled for a supply order to trigger the alert.

 

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Alert Functionality

Alert Functionality

Unfulfilled Sales Orders:

1. The alert will trigger for orders where the order type = 'Supply'.

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2. The item on the order must have an inventory code set.

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3. There is a quantity on order that has not been shipped or canceled.

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4. Supply orders with a status of 'Fulfilled' or 'Canceled' will not trigger the alert.

5. The alert will trigger when the number of days since the creation date of the sales order exceeds the number set in variable W.

Unconverted e-Info Sales Quotes:

1. The quote has a creator ID of 'e-info', signifying it was created via the e-Info portal.

2. The item on the order must have an inventory code set.

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3. The quote is active and has not been turned into a sales order.

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Best Practices & Tips

Best Practices & Tips

1. See the documentation here on correcting issues with sales orders that are not properly fulfilled.

 

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Related Alerts

Related Alerts

ID88 - Unfulfilled Sales Orders for Order Type W and X Days Open

ID117 - New e-info Ordered Entered

 

 

 

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