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ID548 - Equipment Sales Order with no Serial# assigned AND Not Linked to a PO, Overview and Sample

This is to ensure that all equipment on a sales order gets ordered. Process expects that after VariableW days from create date Equipment Items on Equipment Sales Orders to either be linked to a purchase order OR be assigned a serial# from in-stock inventory. If one of the equipment items on these Equipment Sales Orders is NOT LINKED to a PO and does not have a serial# assigned to that line item, the system alerts you. 

Note: It is designed to trigger on any record with an Equipment Code which is lacking a serial number.

ID548 Sample Output contains Order#, Order Status, Detail Status, On Hold, Customer Name, Item #, Item Description, Model and Quantity Open, as shown below:

ID548.png

This alert has 1 Variable:

VarW = Days from SO create date

 

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