Follow

ID946 - Send Weekly Summary of Supply Shipment Email with tracking Details to the Equipment Shipping Contact Overview & Sample (In Development)

Weekly Summary of Orders Shipped Last Week

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

Click to Subscribe

Overview

Overview

Sends Weekly detail of Supply Shipments items with tracking  details to the Equipment ShipTo Contact associated to the Equipment Record, or the Customer Record if not specified at the equipment level.  The output is grouped to send ONE email per Equipment ShipTo Contact for all orders regardless of the Ordered By contact and or Ship To attn. This alert is useful when you have large accounts with multiple locations (hospitals, national accounts, etc.) who need a central contact to review all supply shipments shipped to the locations associated to the contact you set in eAuto. 

 

Run Schedule: Mondays AM

Type of Output: Email

*  *  *

Sample

Sample

ID946Sample.PNG

 

*  *  *

Variables

Variables

ID946Variables.PNG

Variable 1: Enter Order Type(s) to be considered

Variable 2: Select the status of the eAuto to trigger.

Options: 

Ship+Open = includes any open items remaining on the shipped orders for the period.

AllOpen = includes all open order details

Shipped = includes all qualified orders in reporting period that have been Shipped

Variable 3: Enter Branch Number(s) to trigger on, separated by comma, or leave blank for ALL

Variable 5: Enter Ship Method code(s) you want to filter this alert on. Separate multiple ship methods with a comma, or leave blank for the process to run on any sales order ship method

Variable 6: Enter in the Custom Property created to assign to customers custom properties that are enabled for this alert. The attribute needs should be created as a drop down select list with Yes/No options and should say something like 'ZCJ_Enable946Summary', so users can understand the Yes vs. No . Default should be set to 'No' so that when adding other custom properties to a customer record it does not automatically turn on this alert.

Variable 7: Select Weekly or Monthly to set how far back of order history email contains

*  *  *

Alert Functionality

Alert Functionality

1. We will install in Test Mode first so you can review prior to anything actually sending to your customers. While in Test Mode you must still set everything up in eAuto with needed Custom Property (to enable) and set Equipment Shipping Contact. We just code the alert so while in Test Mode emails only sent to those listed in To/CC/BCC of your ID946 subscription.

2. You must set Custom Property ZCJEnable946 to YES on Customer Record 

3. You must have a Shipping Contact on Equipment Record(s) or on Customer Record(s) as this is who the email sends to. Equipment Record overrides Customer Record. You will need to set on every Customer Record, not just Parent as the alert is configured to look for Equipment Shipping Contact per ShipTo Location on your Sales Order.

ID946EquipContact.png

ID946CustContact.png

 

 

*  *  *

 

Best Practices & Tips

Best Practices & Tips

(1) Be sure you are getting tracking and shipment info entered in eAuto properly in order by following Best Practices shown HERE

Custom Property Set Up

Custom Property Set Up

Step 1: Create Attribute Name ZCJEnable946 via Lists & Codes / Attributes:

Attribute Name; ZCJEnable946

Description: Turn On/Off ID946 Alert

Data Type: Yes/No

ID946CP1.png

 

Step 2: Add Attribute name to your Customer Configuration via Lists & Codes / Configurations (custom properties)

Search for ZCJEnable946 in Available attribute(s), select Quick Add, be sure you have no default value set (blank also means NO to our alert), be sure to select OK:

ID946CP2.png

 

 

*  *  *

Related Alerts

Related Alerts

ID200 - Send Supply Shipment Email with tracking Details to Customers

ID216 - Send Order Confirmation for Sales Order Entry

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk