Ensures orders pushed into e-automate from your DCA have needed Bill Code and Ship To.
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Overview
Overview
When your meter collection tool (DCA) creates orders in e-automate 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 a Quote or insert a Sales Order in e-automate. For Sales Orders created by the DCA, you specify the On Hold Code the DCA Vendor uses when creating the Sales Order. In turn, we update the order detail Contract/Bill Code and recalculate the order accordingly, then release the order from On Hold.
Run Schedule: Every 5-min
Type of Output: Data Push and Email
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Sample
Sample
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Variables
Variables
Variable 1: Enter the On Hold Code(s) your DCA vendor applies to the sales orders they create directly . The process would look for Sales Orders with that On Hold Code(s) as the orders we need to update with the Contract/Bill Code information.
Variable 2: If your DCA is submitting the orders as On Hold, this is the option to have us reassign a new On Hold Code to the order (like 'Needs Review') after we've added the missing Contract/Bill Code and verified the ShipTo location from your e-automate Equipment Records.
Variable 3: Enter the Order Type(s) you want this process to filter on (separate multiple with a comma).
Variable 4: Enter Branch Number(s) you wish this alert to consider OR leave blank for all.
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Alert Functionality
Alert Functionality
1. Your DCA submits a Supply Order into e-automate and the orders come in with specified On Hold Code (listed in Variable1). The process looks for specified Order Types (listed in Variable 3) with specified On Hold Code (Variable 1), then looks for active metered contract for the equipment linked to the supply item on the order, and finally sets the appropriate contract/bill code/billable flag from the e-automate Contract Record.
2. Once completed, we can either (1) release the order from On Hold so your team knows the order is ready to process OR (2) change the On Hold Code to match what you have listed in Variable 2 so it can be reviewed by someone before being released.
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Best Practices & Tips
Best Practices & Tips
1. For EKM, set Hold Code and Order Types here:
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Related Alerts
Related Alerts
ID311 - HP SDS Action Center & MPS Monitor Integration
ID742 - Convert Sales Quotes for specified CreatorID(s) to Sales Orders
ID968 - Advanced meters & DCA data
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