Item Reorder Alert (On Premise)
The item reorder alert saves inventory personnel time by sending an e-mail notification of items that have fallen below the desired stocking level (restocking level needs to be set for your warehouses for this task to identify if an item has fallen below desired level). We recommend that you schedule this to run nightly so that those responsible for maintaining inventory levels are aware of shortages. e-agent sends an email notification to the specified person or persons notifying them of an inventory shortage. An alternate to this task is the Inventory Management task that can automatically create purchase orders or transfer orders to accomplish replenishment. This task expects that you are going to manually create the purchase order from the information contained in the email notification.
General Task InformationGeneral Task Information
From the e-automate Tools menu, select E-agent to open the E-agent - Tasks window.
From the e-agent toolbar, click [New]. E-agent opens the new task window.
From the list, select Item reorder alert.
Click [OK]. E-agent displays the task setup window.
In the Task name field, leave the
default name or enter a new name for the task.
Note:
All tasks must have a unique name. If you are using multiple tasks
for a variety of reasons, each task must have its own, unique name.
You can schedule all tasks at different intervals.
In the Task engine field, use the drop-down menu to select the task engine on which you want to run the task.
In the Task user field, use the drop-down menu to select the user under which e-agent is to run this task.
To make this task operational, check the Enabled checkbox.
Options TabOptions Tab
Verify the Options tab is forward.
In the Send notifications based on region, select the appropriate method based on your business needs. Select from the following choices:
On hand quantity only: Sends an alert when on hand quantity falls below the configured stocking level.
On hand quantity less allocated: Sends an alert when on hand quantity, less than the quantity of items already allocated to be sold on sales order, service calls, or production work orders falls below the configured stocking level.
On hand quantity plus ordered: Sends an alert when on hand quantity plus quantity of items already on order is below configured stocking level.
On hand quantity less allocated plus ordered: Sends an alert when on hand quantity less quantity of items already allocated to be sold on sales orders, service calls or production work orders plus quantity of items already on order falls below the configured stocking level
Schedule TabSchedule Tab
You can choose to schedule the e-agent task so that it runs on an interval and/or you can run the task manually whenever you choose.
To manually run the task see the "Manually Running Tasks" section of the Task Functionality topic.
To schedule the task to run on a defined schedule, do the following:
Click the Schedule tab to bring it forward.
In the Recurrence pattern region, select Hourly, Daily, Weekly, Monthly, Last day of month, or No recurrence to indicate the frequency with which you want e-agent to process this task.
If you selected Weekly in the previous step, e-agent displays a Run on region with a checkbox for each day of the week. Check the box for each weekday on which you want e-agent to process this task.
In the Start recurrence field, enter (or use the drop-down calendar to select) the date and time you want this schedule to begin.
Note: This field is not available if you set Recurrence pattern to No recurrence.
In the End recurrence region, do one of the following:
Note: The options in this region are not available if you set Recurrence pattern to No recurrence.
To have e-agent process the task indefinitely using the specified Recurrence pattern, select No end date.
To have e-agent process the task only a specified number of times using the specified Recurrence pattern, do the following:
Select End after __ occurrences.
In the End after __ occurrences field, enter the number of occurrences.
To have e-agent process the task through a specified end date and time using the specified Recurrence pattern, do the following:
Select End by __.
In the End by __ field, enter the date and time by which processing of this task is to end.
Completing the TaskCompleting the Task
In the Notification e-mail field, enter the e-mail address(es) of the person or persons the system should notify each time e-agent completes processing of this task. To notify multiple recipients, separate each e-mail address using the delimiter associated with your e-mail program (e.g., if your e-mail program accepts a semicolon as a delimiter, you could enter janedoe@company.com; johndoe@company.com; joe@company.com to have the system send notifications to three e-mail addresses each time e-agent completes processing of this task).
Click [OK] to save the task settings.
Non-supported ReleaseNon-supported Release
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