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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 5-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 eAuto Equipment Records

Variable 3: Enter in the Order Type(s) you want this process to filter on (separate multiple Order Types with a comma between each type).

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 eAuto and the orders comes in with specified On Hold Code (listed in Variable1). Then the process a looks for specified Order Types (listed in Variable3) with specified On Hold Code (Variable1), looks for active metered contract for the equipment linked to the supply item on the order, and then sets the appropriate contract/billcode/billable flag from the eAuto Contract Record. 

2. Once completed, we can either (1) release the order from OnHold so your team knows the order is ready to process OR (2) change the OnHoldCode to match what you have listed in Variable2 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:

ID652EKM1.PNG

 

 

 

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Related Alerts

Related Alerts

ID311 - HP SDS Action Center & MPS Monitor Integration

ID968 - Advanced meters & DCA data

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