Alert when a sales order is created and items of the category specified in Variable W are not linked to a contract, and the customer on the order has a contract of the type specified in Variable X.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
It's important to ensure that all toner is correctly linked to the customer's contract to maintain accurate contract profitability reports and make sure that supplies covered under a contract are not billed to the customer. This alert will trigger when a new supply order is entered and the customer has an active contract of the type set in Variable X, and the item on the order has a category specified in Variable W.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Item Category - List the item categories for the alert to check, separate multiple values with commas. At least one item category is required.
Variable X: Contract Type - List the contract categories for the alert to check, separate multiple values with commas. At least one contract type is required.
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Alert Functionality
Alert Functionality
1. The sales order in e-automate must have the order type 'Supply' (1) and the status of the order must be 'Open' (2):
2. The line item detail on the sales order must not have a contract set:
3. The customer must have an active (1) contract of the type(s) (2) specified in Variable W:
Contract types are found in e-automate under Tools - Lists and Codes - Contract Types:
4. The item must have a category of one of the categories specified in Variable X.
The full list of item categories can be found in e-automate under Tools - Lists and codes - Item Categories:
5. The alert will only trigger once for each line item. If a new line item that meets the criteria is added to the sales order, the alert will trigger again for that specific item on the order.
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Best Practices & Tips
Best Practices & Tips
1. This alert will send within 15 minutes of the order creation, allowing the order to be corrected prior to shipment or invoicing of the order.
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Related Alerts
Related Alerts
ID23 - Supplies Shipped (No Charge No Contract)
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