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:


 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.

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