Follow

ID48 - Equipment Assigned to a "Location Customer" vs. "Parent" Overview and Sample:

Ideally, the Main Customer ID on all Equipment should always be assigned to a Parent Customer, and never to a Location of another Customer. The location should be assigned to the Location customer on the equipment thus maintaining the Parent/Child relationship on the equipment records. This alert checks that.

Sample Output includes Equipment#, AssignedTo, Assigned to Address, Parent ID, Parent Name, Parent Address, Equipment Create Date:

ID48.png

 This alert has the following variable:

BranchNumbers for alert to trigger on (leave blank for ALL)

 

More information on Parent/Child Relationships can be found in E-Auto help.  Search for Parent/Child Relationships, choose topic creating customers.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk