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ID596 - Specialty Sales Order Requiring Attention Created (per Order Type) Overview & Sample:

Notifies when sales order of designated sales order type(s) is created

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

This process can be used to notify when sales order types that require special handling are created.  Some orders, for example those containing non-standard items like software or specialty networking services, require that additional steps be taken once the order is entered in eAutomate.  Use this process to notify those who need to take additional steps for these specialty orders as soon as the order is created.

 

Run Schedule:  Every 30 Minutes

Type of Output: Email

 

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Sample

Sample

ID596 Sample.jpg

 

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Variables

Variables

ID596 Variables.jpg

Variable W: Order Type(s), on which to trigger, separated by comma.

Variable X: YES to include $0 invoices, otherwise NO

 

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Alert Functionality

Alert Functionality

1. Process runs every 30 minutes and sends notification of sales orders created for the type(s) designated in Variable W of the subscription. This process does not notify you if the order type on an existing sales order has been updated.

2. Variable W must have at least one sales order type entered.  May enter more than one sales order type but must separate multiple entries with a comma.

 

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Best Practices & Tips

Best Practices & Tips

1. Sales Order Type found here on Sales 
ID596 Order Type.jpg

2. All Sales Orders Types can be found in Tools / Lists and Codes / Sales Order Types:
Sales Order Types.jpg

 

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Related Alerts

Related Alerts

ID610 - Sales Order of Order Type W Fulfilled

 

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