An alert that triggers when there are sales orders that need to be manually invoiced. This alert is ONLY valid if you are using BOTH the UPS Integration (ID530) and using e-agent to automatically invoice sales orders.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
For clients who are using the UPSWorldship integration AND the EAGENT autofulfill/invoice for sales orders processes, there is an issue where if the sales order is billable AND there are freight charges pushed into the ShipmentRecord in eautomate for the sales order, the EAGENT task will NOT properly add the freight and/or TAX the freight on billable orders. This alert is specifically tailored to you, as it pertains to your use of these two features in conjunction. This alert fires to tell someone to manually invoice the reported sales orders before the nightly EAGENT runs so that these billable with freight charges orders will invoice/tax properly.
Run Schedule: Daily at 4 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. The alert will only trigger for orders with a supply order type like 'supply':
You can find the list of all order types under Tools - Lists and Codes - Supply Order Types:
2. There must be a freight charge on the sales shipment record:
3. The alert will only trigger on sale orders that have not been invoiced.
4. An order will repeat on the alert for three days, as long as the order is still not invoiced.
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Best Practices & Tips
Best Practices & Tips
1. See this post for details on how to set up automatic invoicing using e-agent.
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Related Alerts
Related Alerts
ID530/ID531 - UPS/FedEx Integrations
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