Custom report in e-automate showing customers who have more than a set number of equipment of a specified model category.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is meant to help you identify accounts that have an active equipment count greater than variable W where the model category Begins With X. (Note: this is the MODEL Category assigned in the Model Edit Screen...not the item category from inventory. These accounts would be primary targets for MPS.)
The report is emailed weekly and can also be run from the custom reports section of e-automate.
Run Schedule: Mondays at 7:30 am
Type of Output: On Demand Crystal Report
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Active Eq Count - Enter the number of active equipment that the account should exceed for the model category to show on the report.
Variable X: Model Category - Enter the beginning characters of the model category that should show on the report.
* * *
Alert Functionality
Alert Functionality
1. Model Category can be found within the item record, on the model record. Model Categories are defined in List and Codes - Model Categories in e-automate.
If 'ANL' was entered into Variable X, all model categories containing ANL would be included in the report.
* * *
OnDemand Report Filters
OnDemand Report Filters
* * *
Best Practices & Tips
Best Practices & Tips
1. See documentation here on how to update your model categories.
* * *
Related Alerts
Related Alerts
None at this time.
* * *
0 Comments