Daily report of all sales orders created for the previous day, broken out by sales rep.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert sends a list of all sales orders created yesterday; the output is sent as one email per sales rep on the orders. There is an option to send the list of orders created to the sales rep by assigning a custom property set on the employee record to yes.
Run Schedule: Daily at 7 AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property for Sales Rep - Optional to add a custom property to the sales rep's employee record to send the list of sales orders created directly to the rep by setting the custom property to 'Yes'.
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Alert Functionality
Alert Functionality
1. This alert sends a list of all sales orders created for the previous day. The run time for the alert must be in the early morning to properly report on the orders created for the previous day.
2. The alert will group the orders by sales rep and send one email per sales rep.
3. The list of sales orders created can be sent to the sales rep by adding the custom property set in Variable W to the rep's employee record in e-automate and setting the value to 'Yes'.
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Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
Custom Property Set Up
Attribute name = ZCJSalesRepReportFlag
Description = Run ID632 Sales Rep Report?
Data type = Yes/No (Default = No)
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Related Alerts
Related Alerts
ID532 - Alert to Advise when Orders of Type W Contain Items of Category X or Service Code Y
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