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

Alert to check that all equipment on sales orders gets ordered.

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

 

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Overview

Overview

This is to ensure that all equipment on a sales order gets ordered. Process expects that after VariableW days from the 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. 

 

Run Schedule:  Weekday evenings

Type of Output: Email

 

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Sample

Sample

ID548.png

 

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Variables

Variables

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Variable W: Days - Enter the number of days from the create date of the sales order for the alert to trigger.

 

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Alert Functionality

Alert Functionality

1. The item on the sales order has to have an equipment code assigned to the item record.

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2. The alert checks the items at the Sales Order Item Bin level to see if there is a serial number assigned to the item (1) or if the item is linked to a purchase order (2):

548_linkedtoPO.png

If the serial number is blank and the item is not linked to a purchase order within Variable W days of the order creation, the alert will trigger to notify you. If no purchase order is linked, but the serial number is assigned to the item, the alert will not trigger.

3. The alert will not trigger if the sales order has a status of Fulfilled or Canceled, or if a linked purchase order has a status of Canceled.

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Best Practices & Tips

Best Practices & Tips

1. See documentation here on best practices for linking sales orders to purchase orders.

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Related Alerts

Related Alerts

ID152 - Sales Orders With/Without Linked Purchase Order e-view

ID582 - Sales Order Items on Backorder Not Linked to Purchase Order

 

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