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ID652 - DCA Direct Order Enhancement Overview & Sample

Ensures orders pushed into eAuto from your DCA have needed Bill Code so billed per contract.

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Overview

Overview

Automatic Toner Replenishment (ATR) is becoming more popular with our clients, the device says it needs more toner and you auto ship it. Ideally these orders would be fully automated, this process is helping.

When your meter collection tool (DCA) creates quotes or orders in eAutomate for ATRs, they may not have correct contract and/or ship to location for that device, creating a manual step for someone to review and update.

The DCA vendors have the option to insert the quote or insert the sales order.  If they insert as a quote using a unique 'creatorid' (like 'EKM', 'MPSM' or 'FMAudit', etc), then this process would identify those 'createdby' quotes and add the correct contract / billcode information to the quote.  For sales orders, you specify the OnHoldCode that the vendor used when they created the sales order, and this process would update the order detail contract/billcode and recalculate the order accordingly, then release the order from OnHold. Update variables please.

 

Run Schedule:  Every 15-min

Type of Output: Email

 

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Sample

Sample

COMING SOON!

 

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Variables

Variables

ID652variables.PNG

 

Variable 1: Specify here the OnHoldCode(s) your DCA vendor applies to the sales orders they create directly .  The process would look for sales orders with that onholdcode as the orders we need to update with the contract/billcode information

Variable 2: If your DCA is submitting the orders as OnHold, this is the option to have us reassign a new onholdcode to the order  (like 'NeedsReview') after we've added the missing contract/billcode and verified the shipto location from your EA equipment records

Variable 2: cEnter in the ordertype(s) you want this process to filter on (separate multiple ordertypes with a comma between each type).

 

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Alert Functionality

Alert Functionality

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Best Practices & Tips

Best Practices & Tips

None at this time

 

 

 

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Related Alerts

Related Alerts

None at this time

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