Details of PO Status to Tech
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
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:
Sample from Inventory Request:
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Variables
Variables
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
1. Alert looks for PO's linked to Service Calls and Sales Orders as well as Inventory Requests containing Note Type listed in VariableW.
You can tell that a PO is linked to a Sales Order or Service Call by viewing the line items to be ordered and if it has a link symbol then it's linked.
See below for example on Sales Order. To see details on which PO # it is tied to, double click on the line item and then double click on the Warehouse. then, view the Purchase Orders tab.
2. 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.
3. 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.
You can see the warehouses assigned to POs with multiple line items by opening each line item and viewing this information. Below for example.
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Best Practices & Tips
Best Practices & Tips
1. To Create new Note Type, go to Lists & Codes / Note Types:
Note Type: ZCJPOStatusNote
Description: POStatusNote ID967
**note type should NOT be made editable**
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Related Alerts
Related Alerts
ID183 - Send email to Tech & Mgr when customers call in Requesting ETA
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