Follow

ID195 - Warehouse Activity for Techs warehouse plus CustomerType warehouses

We have some clients who use Customer Site warehouses extensively, and typically a specific technician is associated with that customer warehouse. eAutomate of course only supports assigning one warehouse to a technician, so to allow for a warehouse activity report for all warehouses a tech works with we had to setup a new attribute (Lookup on Employee File), and then assign that attribute to the Warehouse Custom Properties. So this version of Warehouse Activity will take the warehouse assigned to the technician in the employee file and also all Customer Site warehouse types where the custom property has the same technician assigned to print a warehouse activity report from all those warehouses. However this report is warehouse activity and not Technician specific so it will report all activity from any of those warehouse regardless of the technician who might have used/transferred any item/qty in/out of any of those warehouses. This report will also only run for employee/technicians where the custom property on the employee file designated in VariableX above is set to YES. This custom property is meant to designate an employee/tech as a FieldTech and is used in other alerts as well to filter out shop/truck/connectivity etc techs from traditional field techs.

To assign a tech to 2 different warehouse:

Technician Warehouse is stored in Eautomate in the People/Employee record:

Tech_Warehouse_in_Employee_File.png

Customer Site warehouse types where the custom property has the same technician assigned to print a warehouse activity report from all those warehouses:

In Eautomate/Inventory/Warehouse:

Customer_Site_Warehouse.png

 ID195 Output contains Warehouse, Service Call#, Equipment#, Dispatch information, Item# Used, Item Description, Quantity and Price as shown below: 

ID195.png

Variables include (controlled by ID46 subscription):

VarX  = Enter 'Weekly' or 'Daily' for alert frequency

VarW  = CustomPropertyAttribute assigned in employee record identifying who is FieldTech

VarZ = CustomPropertyAttribute for Warehouse containing the employee number associated with the customer site warehouse

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk