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ID693 - Sales Order Created with Quantity/Price Greater than Variables Overview & Sample:

Alert when a sales order is created with a quantity or price greater than the options set in the variables.

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

 

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Overview

Overview

Data entry errors can lead to shipments of too many supplies being shipped before someone catches the mistake. This will alert someone to check the order, so it has less chance of getting out the door with an incorrect quantity. You set the quantity and amount you wish to look for, and the alert will report if either variable is exceeded.

 

Run Schedule:  Every 5 minutes

Type of Output: Email

 

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Sample

Sample

ID693.png

 

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Variables

Variables

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Variable W: Sales Order Types - List the sales order types to trigger on, separating multiple types with commas.

Variable X: Line Item Quantity - Enter the quantity of the item to trigger the alert. The alert will trigger for any line items on the sales order where the quantity is greater than or equal to this number.

Variable Y: Line Item Cost - Enter the line item cost to trigger the alert. The cost of the item is set in the extended out cost of the item. The alert will trigger for any items on the sales order where the cost is greater than or equal to this number.

 

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Alert Functionality

Alert Functionality

1. The order has to be in the Open status to trigger the alert.

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2. If the item has been canceled on the order, it will not trigger the alert.

3. The order type must be one that is listed in Variable W.

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4. The line item quantity (1) or cost (2) must exceed the values set in Variables X and Y.

693_qtyoutcost.png

 

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Best Practices & Tips

Best Practices & Tips

1. See the documentation here on best practices for entering and processing a supply order.

 

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Related Alerts

Related Alerts

ID22 - Billed Supply Order for Usage Limit Meter Type

ID23 - Supplies Shipped No Charge and No Contract

ID215 - Possible Duplicate Toner Order

ID315 - Excessive Toner Alert

 

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