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ID475 - Daily Report of all Unfulfilled Sales Orders for Selected Order Type(s) / Status(es) Overview & Sample:

This daily report will alert on all the unfulfilled orders for the selected type(s) that are in the selected status(es).

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

 

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Overview

Overview

This alert will send a daily list of all unfulfilled sales orders for the selected types that are in the selected status. Orders will repeat on this alert each day until they have been fulfilled.

 

Run Schedule: Weekday Mornings at 6 AM

Type of Output: Email

 

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Sample

Sample

ID475.png

 

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Variables

Variables

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Variable W: Order Type(s) - Enter the sales order types to trigger this alert, separate multiple types with commas. By default, the alert will check for orders with the type 'Equipment'.

Variable X: Status(es) - List the status(es) to trigger the alert, separate multiple statuses with commas. 

 

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Alert Functionality

Alert Functionality

1. For the order to trigger the alert, the order type must be one listed in Variable W. You can see the full list of sales order types in Tools - Lists and Codes - Sales Order Types:

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2. The sales order must also be in one of the statuses listed in Variable X. You can find the list of sales order statuses in Tools - Lists and Codes - Sales/RMA order statuses:

ea order status.jpg

3. When a sales order has an order type listed in Variable W (1) and the order is in one of the statuses specified in Variable X (2) and the order has not been fulfilled, the alert will trigger.

475_example.png

 

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Best Practices & Tips

Best Practices & Tips

None at this time.

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Related Alerts

Related Alerts

ID88 - Unfulfilled Sales Orders for Type W and X days open

 

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