Daily list of calls that are set to WP waiting for parts, and there is no purchase order or transfer order in the system
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will review all service calls on hold, default is WP (Waiting for Parts), other hold codes can be added in Var W. It will advise if the parts they're waiting for do not appear on a Purchase Order or Transfer Order, and does requires that you are linking calls to POs or creating transfer orders. This alert is designed to go to the techs so that they can chase the Parts Manager, the idea being that you put your Parts Manager and/or Service Manager on copy so that they know the call is coming.
Run Schedule: Daily
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: List of On Hold Codes to monitor, default is WP. Add additional codes if needed, separated by a comma
Variable X: Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL
Variable Y: This variable is optional only, and used if you have a need to exclude certain technicians. Leave variable blank to include ALL technicians. If you only want certain techs included, add ZCJFieldTech to Variable Y, and follow instructions below
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Alert Functionality
Alert Functionality
- This process requires you are linking purchase orders back to the service call, this can be done in the Inventory Logistics Console ILC, or manually linked.
- Considers any open Transfer Orders, if call is linked to a transfer order it will not report on the alert.
- Will not trigger if the item is available in the Technicians 'parent/main warehouse'
- If linked purchase order is created, but canceled at a later stage, the call will then report as missing a PO
By default the process looks at the On Hold Code listed on the Service Call.
The system default that most dealers use is WP - Waiting for Parts, and that is set as default in Variable W of the subscription. You can use additional On Hold Codes to track parts in your system, if you do then add those additional codes to variable W so they are included in the report.
Review your complete list of On Hold codes in eAutomate, under Tools / Lists & Codes / On Hold Codes
exclude techs
Excluding certain technicians
Use Var Y to exclude certain technicians, if you have in-house technicians that do refurbs and your process is for then to order/consume parts against a service call, and you want to exclude them from alerting.
If you want to exclude certain technicians - 1) add ZCJFieldTech to Variable Y. 2) Set in technicians employee record/custom properties tab, who are to be included in this alert - ZCJfieldTech set to Yes. We have other alerts that require this custom property and you may have this already setup.
If you want to include all technicians -Leave Var Y blank if you want ALL technicians to be included on this alert.
Use the ILC Inventory Logistics Console to manage pending requests
Manually Link Calls to Orders
- Default sort order of output, is grouped by technician, then by branch
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Best Practices & Tips
Best Practices & Tips
This alert is an improvement on ID52 (note ID52 has an EOL-End of Life date set to January 2026)
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Related Alerts
Related Alerts
N/A
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