Daily report of accessories that have been sold today but are not assigned to a host equipment in e-automate.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Alert to notify of any accessories sold today that were not assigned/attached to a host equipment. This alert is predicated on you having Equipment Codes assigned to your Accessory Items so that they create equipment records. This alert checks the model assigned to the item where the Accessory checkbox is checked on the model.
Run Schedule: Daily at 5 PM
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. To use this alert effectively, accessories need to be set up in e-automate as follows:
A. Item record:
1. The item record is serialized.
2. There is an equipment code set on the item record.
3. There is a model associated with the item, and the model is set as an accessory.
B. There is an equipment record for the accessory.
2. The alert checks for sales orders invoiced for the day where an accessory item is sold, but not attached to an equipment record.
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Best Practices & Tips
Best Practices & Tips
1. See the documentation here on how to add accessories to equipment in e-automate.
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Related Alerts
Related Alerts
None at this time.
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