Page History: Sales Order Timed Alerts Rule
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Page Revision: Mon, 13 Aug 2018 11:39
General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function Sets up the ability to auto-alert the customer on a sales order based for a set number of time intervals starting from the completion of production.
Rule Setup – Text Fields
ShipVia: This is to determine which Ship Via(s) are used to set the alert. If this is filled out, Log1 (Ship Via) Needs to be checked.
Template Name: This determines which Email Template is used at the point in time defined in the number fields.
Rule Setup – Number Fields
Step Number: This is the order of the steps in the process.
Date Offset: This is the number of days the alerts will be offset. For instance if we are on Step 2 (Num1) and the day offset is 14, the alert will be sent out to the customer 14 days after step 1.
Rule Setup – Logic Fields
ShipVia: To be checked if using with Text1 (Ship Via) field.
Offset: To be used when using an Offset number of days between alerts.
Final Noticed: To be used on the last step of the alert process (both offset and final notice will be checked).
Additional Details
There are five standard status rules that can get auto-assigned. The auto-assignments work based on the Code/Lookup values, so the Status descriptions can be changed if needed.
Pending (PE) - This is the default status for a newly created shipping event.
Loading (L1) - Once items have been loaded into cartons through the Desktop SE2 Load screen, or using wireless scanners, the status will switch to Loading.
Loaded (L2) - Once all items have been loaded into a top-level carton through Prompt 79, the status will switch to Loaded. You must be using Prompt 79 to have the system update the status to Loaded.
Shipped (SH) - Once all cartons have been marked as shipped, the status will switch to Shipped.
Delivered (DE) - The system can auto-assign a status of Delivered when a specifically tagged email is processed for the shipping event.
