This alert will report on Active Customer records with inactive associations, such as inactive parent customer or inactive bill-to customer.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
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Overview
Customer records in e-automate cannot be deleted, they can be inactivated, though, which means they are not available in the Drop-Down search lists within the various modules, i.e., Sales Orders, Equipment Records, Contracts, etc. As records are inactivated, sometimes users don't realize that they might be deactivating an account that is actually the Bill-To or Parent of other accounts, thereby creating some potential problems. This alert checks all active customers and reports those that are a location (child) of an inactive account, and/or the bill-to on that account is no longer active.
Run Schedule: Daily at 7:30 AM
Type of Output: Email
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Sample
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Variables
This alert has no variables.
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Alert Functionality
1. The alert will check for location records where the parent customer is inactive.
Customer AY01-001 is a location record of customer AY02:
The alert will check customer record AY02 to ensure that it is active:
2. The alert will check all customer records to verify that the bill to company on the record is active.
One thing to keep in mind is that this is merely an alert to let you know where possible problems could arise. It does not contain any logic to write to your system.
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Best Practices & Tips
Best Practices for setting up the Parent/Child Relationship in this post.
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Related Alerts
ID345 - Inactive Sales Rep assigned to Active Customer
ID156 - Make Customer Record Inactive
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