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ID757 - Confirmation of Inventory Request Placed Overview & Sample:

Provides email confirmation of Inventory Requests placed.

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

 

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Overview

Overview

This is an email to the technician when a new inventory request is PLACED, including RemoteTech requests.

This alert was primarily created due to a bug with RemoteTech inventory requests not working.

 

Run Schedule: Every 15 minutes

Type of Output: Email

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Sample

Sample

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Variables

Variables

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Variable W: Branch numbers alert fires on (list multiple branches, separate by commas). Leave blank for ALL branches.

 

 

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Alert Functionality

Alert Functionality

1. Because alert fires every 15 minutes, we have included columns for Canceled, Purchased, and Transferred in case any of those statuses apply when the alert fires (as they could have changed in the first few minutes after the inventory request was placed).

2. Does NOT include tech-to-tech field transfers. Use alert ID46 to see this activity.

3. Considers Inventory Requests only, not Transfer Orders.

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4. The alert will look back five days for the create date, the first time that it fires; therefore, the first email will include five days of inventory requests. 

5. Notifies once per request number, per item number. The alert will not notify again if the status changes (i.e., canceled or purchased) after the first email.

6. To send to the technician making the request, check the box for ToTech. The alert will be sent to the email address associated with the requested by on the Inventory Request:

757_invreq.png

Required settings in e-auto:

Required setting in e-automate:

1. The technician's e-auto Employee Record MUST have a manager assigned:

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2. The technician's warehouse MUST be linked to the technician listed on the Details Tab / Technician:

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Best Practices & Tips

Best Practices & Tips

1. See the documentation here on best practices for using the Inventory Logistics Console.

2. Information on RemoteTech Inventory Requests can be found in e-automate's online help portal:

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ID757RemoteTech.PNG

 

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Related Alerts

Related Alerts

ID46 - Tech Warehouse Activity Report

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