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ID967 - PO Status Details to Tech Overview & Sample

Details of PO Status to Tech

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

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Overview

Overview

This alert will send information entered on a PO note to the technician who is assigned to the warehouse the item is allocated to.  This includes linked service calls, inventory requests, or sales orders.  The purchasing agent creates a note with a specific note type (Variable W) and enters relevant data, such as ETA or tracking.  The data will be sent once and the note type should NOT be made editable.  A new note should be entered if there is new information to be sent.  If multiple techs warehouses are on the PO, all assigned techs will receive the alert if their allocated item is still due in.  A single email will be created for each PO/Warehouse/Note combination.

Run Schedule: every 10-minutes

Type of Output: Email

 

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Sample

Sample

Sample from Service Call linked to PO:

ID967ServiceCall.PNG

Sample from Inventory Request:

ID967Invoice.PNG

 

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Variables

Variables

ID967Variables.PNG

VariableW: PO Note Type, defaults to ZCJPOStatusNote (Required), this is the Note Type alert will look for

VariableX: Branch Numbers to trigger on, separated by comma, or blank for ALL

 

 

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Alert Functionality

Alert Functionality

-Alert looks for PO's linked to Service Calls and Sales Orders as well as Inventory Requests containing Note Type listed in VariableW. 

-The data will be sent once and the note types should not be made editable.  A new note should be entered if there is new information to be sent. 

ID967_1.PNG

-If multiple techs warehouses are on the PO, all assigned techs will receive the email if any of their allocated item still due in.  A single email will be created for each PO/Warehouse/Note combination.

 

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Best Practices & Tips

Best Practices & Tips

 

-To Create new Note Type, go to Lists & Codes / Note Types:

Note Type:  ZCJPOStatusNote

Description: POStatusNote ID967

**note type should NOT be made editable**

ID967NoteType.PNG 

 

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Related Alerts

Related Alerts

ID183 - Send email to Tech & Mgr when customers call in Requesting ETA

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