A custom report run from e-automate to identify items in a technician's warehouse that may be overstocked.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This is a custom report you run directly from e-automate. It will identify items in a tech's warehouse that are potentially overstocked. It shows the quantities over the min/max that should be returned to the main warehouse. It will also show the bin they should be returned to. This report gives you the option to create a transfer order for the items that need to be returned so they can be processed easily. The idea is to provide a report to the techs for the items they need to return and process this through a transfer order.
Run Schedule: On demand
Type of Output: On-Demand Custom Report
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. If you see the note in red "Item wouldn't have been on transfer order because: *** No POR Bin Defined on Item", this is in reference to the bin defaults on the item record, and that there is not a warehouse and bin set for Purchase Order Receipt (POR). This is set on the Bin defaults tab of the item record:
2. The report is using the stock min and max that are set on the item record:
3. When the report is run in the Stock Max mode, the report will flag items where the on-hand quantity exceeds the stock max and create the transfer order to bring the quantity down to the stock max.
4. When the report is run in the Stock Min mode, it will flag any items where the on-hand quantity exceeds the stock min and create the transfer order to bring the quantity down to the stock min.
In the two above examples, when the report is in the Stock Max mode, the transfer order would return a quantity of 1 of item 302N406030, to bring the item level in the warehouse to the stock max of 4. When the report is run in the stock min mode, the transfer order would return a quantity of 3 of the item, to bring the item level in the warehouse to the stock min level of 2.
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OnDemand Report Filters
On-Demand Report Filters
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Best Practices & Tips
Best Practices & Tips
1. We recommend using the Inventory Logistics Console (ILS) to help manage technicians' min and max levels, see documentation here on the best practices for the ILC.
2. See this post for best practice on setting up technician's car stock.
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Related Alerts
Related Alerts
ID694 - Tech Stale Inventory Items
ID867 - Update Technicians Min Stock Level from BEI
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