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ID562 - Alert to Advise when Orders of Type W Contain Items of Category X or Service Code Y Overview & Sample:

This alert will advise you when an Item of Category X OR Item Service Code Y shows up on an Order of Type W. Originally designed so that a client could advise the set-up team that supplies have been sold on the Equipment order and to allocate appropriately.  Set Variable Z to 'Returnable' to also have it trigger on items that have been marked as returnable.

Item Categories, Service Codes and Order Types are set up in Eautomate/Tools/Lists and Codes:

ITEM CATEGORIES:

Item_Categories.png

SERVICE CODES:

Service_Codes.png

SALES ORDER TYPES:

Order_Type.png

ID562 Output contains Branch #, Sales Order Number, Customer Name, Order Type, Item#, Item Description, Category, Service Code, Sales Rep and Sales Rep email as shown below:

ID562.png

Variables include: 

VarW = Order Types to trigger on (separated by comma)

VarX  = Item Categories to trigger on (separated by comma)

VarY  = Item Service Codes to trigger on (separated by comma)

VarZ  = Enter 'Returnable' to also have the alert trigger on items that are marked as returnable in eAutomate.

 

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