Alert to check for sales order line items linked to an incorrect contract based on specified contract types.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
In some cases, a single equipment record may be linked to multiple contracts-such as one for lease payments and another for service. When placing supply orders, it's important that users select the correct contract that covers supplies, not the lease payment contract. This alert triggers for any sales order line item where the associated contract matches one of the contract types defined in Variable W. These contract types would be the ones that should NOT be used on sales orders; the alert will allow you to update the order with the proper contract.
Run Schedule: Every 15 Minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: List of Contract Type(s) - List the contract types that the alert should trigger on, separating multiple codes with commas. (These should be the contract types that should NOT be used on sales orders.)
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Alert Functionality
Alert Functionality
1. The alert checks the contract number on the line item level to see if the contract type matches one of the types listed in Variable W - if the type matches, then the alert will trigger for the sales order.
2. The alert will only trigger once per sales order line item.
3. Contract codes are found in e-automate under Tools - Lists and Codes - Contract Type:
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Best Practices & Tips
Best Practices & Tips
1. See this post for details on how to set up a contract to bill the lease payment to the leasing company and the overages to the customer.
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Related Alerts
Related Alerts
None at this time.
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