ID512 - Daily Alert when Sales Order Items with Specified Sales Code(s) are Fulfilled Overview & Sample:

This alert will notify you when a sales order has been fulfilled today with an item that has a specific sales code GL tied to it.

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

 

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Overview

Overview

This alert reviews fulfilled sales order items to locate any that have a specific sales code GL selected within the item record. This can be used to notify you of when specific types of items are being sold and it could also be used to notify you if an item has been sold that might belong on a contract, assuming you assign GL codes in a manner that supports those ideas. It could also bring attention to GL codes being used on an item incorrectly. 

 

Run Schedule:  Daily P.M.

Type of Output: Email

 

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Sample

Sample

 

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Variables

Variables

Variable W: Enter Sales Codes(s) to trigger on, separate by comma, or leave blank for ALL. Be sure to use the sales code and not the sales code description.

Variable X: Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL.

 

 

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Alert Functionality

Alert Functionality

1. Alert looks at sales orders with today's date that have a status of Fulfilled

2. Within the fulfilled sales order, the alert reviews the line item(s) on the order

3. Next it looks at the item record itself to identify the Sales Code GL used

4. If the Sales Code GL listed in the item record is one of the codes from your variable W then it will alert you. 

 

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Best Practices & Tips

Best Practices & Tips

To view all of your sales codes in e-automate, go to tools from the top toolbar and select list & codes

From the "select a list or code type" dropdown, select sales codes. This will display all of your sales codes. To view the details of a sales code either double click on the line item or highlight it and click the edit button. This is also the area you can create new, edit or delete sales codes. 

 

 

 

 

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Related Alerts

Related Alerts

ID759 - Inventory Items with Conflicting Accounts Overview & Sample

 

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