This alert is for those Contracts that you only want OEM items included and/or the Contracts you only want OEM Compatible Items included.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will look at the Contract Types or Bill Codes you list in VariableW and VariableX and trigger if an OEM item (the OEM compatible item checkbox is unchecked) is used on a Sales Order. This alert will also look at the Contract Types or Bill Codes you list in VariableY and VariableZ and trigger if an item with the OEM Compatible box checked is added to a Sales Order. This can alert you when a sales order has the wrong type of toner (OEM vs. Compatible) on it.
Run Schedule: Every 30 minutes between 7:30 AM and 5:30 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Non-OEM Contract Types: Contract Types to trigger on if a non-OEM compatible item is ordered.
Variable X: Non-OEM Contract Bill Codes: Contract Bill Codes to trigger on if a non-OEM compatible is ordered
Variable Y: OEM Contract Types: Contract Types to trigger on if OEM-compatible item is ordered
Variable Z: OEM Contract Bill Codes: Contract Bill Codes to trigger on if OEM-compatible item is ordered
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Alert Functionality
Alert Functionality
This alert triggers for line items on sales orders added in the past four days. The alert will only trigger once per item on the sales order.
For an item to trigger the alert, it must have an inventory code set (1), and the category of the service code must be set to S for supply (2).
This alert triggers when an item matching the above criteria is added to sales orders and also fits one of the following scenarios:
1. OEM Items Shipped - If the item has the OEM Compatible box not checked and either:
The contract code for the contract on the sales order is one of those specified in Variable W.
The bill code on the sales order is one of those specified in Variable X.
2. Compatible Items Shipped - If the item has the OEM Compatible box checked and either:
The contract code for the contract on the sales order is one of those specified in Variable Z.
The bill code on the sales order is one of those specified in Variable Y.
The OEM Compatible Item is set on the item record here:
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Best Practices & Tips
Best Practices & Tips
See here for best practices on managing OEM supplies on service contracts.
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Related Alerts
Related Alerts
None at this time.
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