Alert when a call is closed and the parts are used from a warehouse that is not the technician's default warehouse.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will trigger for service calls in the OK to Invoice status where the parts on the call are used from a warehouse that is not the technician's default warehouse. The emailed output can be used to review the calls and verify that the proper warehouse was used.
Run Schedule: Every 30 Minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert does not have any variables
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Alert Functionality
Alert Functionality
1. The alert checks service calls that are in the status of Ok to Invoice.
2. The alert looks at the warehouse used on the service call (1) and compares that to the default warehouse for the technician (2):
When these two warehouses do not match, the alert will trigger.
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Best Practices & Tips
Best Practices & Tips
1. See this post for details on how to properly set up a technician's employee record in e-automate.
2. This post has details on how to set up Carstock for technicians.
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Related Alerts
Related Alerts
None at this time.
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