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ID331 - Call Cancelled with Items on the Materials Section (Parts) Overview & Sample:

An alert to notify of service calls that have been canceled but still have parts listed on the Materials tab.

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

 

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Overview

Overview

Typically, when a service call with parts is cancelled, it means that the technician has rescheduled the call as 'Waiting on Parts', and then the call is cancelled before the tech is dispatched to the call. The warehouse may have already transferred the items to the technician's stock. This alert lets them determine if the parts should remain in the tech's stock or be returned to the warehouse.

 

Run Schedule:  Every 30 minutes

Type of Output: Email

 

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Sample

Sample

ID331.png

 

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Variables

Variables

This alert does not have any variables.

 

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Alert Functionality

Alert Functionality

1. This alert checks for service calls that have parts on the materials tab:

331_examplepart.png

2. And the call has a status of 'Canceled':

331_canceled.png

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Best Practices & Tips

Best Practices & Tips

None at this time.

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Related Alerts

Related Alerts

ID639 - Alert Anytime a Call is Canceled

 

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