Trigger A Rule When A Quick-Turnaround Is Completed For A Given Asset

 

Content was last updated in 06.01.04-00

Revision History

 

Support has been added in R2, for the warehouse manager to be alerted on assets with ‘Quick Turnaround’.

This will help to utilize the assets optimally on other future orders in the pipeline.

 

Functionality Covered

Rules to configure the system to trigger an alert when an item in R2 Order is:

  1. Assigned as Quick Turn Around.  [See Prerequisite #1  for more details on rule configuration]

    1. From within the Order Edit (Order Edit > Right Click > Assign).

    2. From within Warehouse (Warehouse > Assign > Right Click > Assign).

    3. From within Availability Window (Availability > Future Orders > Right Click > Assign).

  2. A Quick Turn Around Asset on an Order gets returned.  [See Prerequisite #2  for more details on rule configuration]

 

The Email Template includes the information provided in example below.

The Email Template is expected to be used irrespective of where the action is performed

 

Table 1.0: Information to be included about the Order in Email Template:

Quick-turnaround Order Situation

Target Order Info. Included

Source Order Info. Included

Asset is assigned as quick turnaround on target order

All details about Target Order

ONLY Source Order ID, Source Order Return Date

Asset gets returned on source order

ONLY Target Order ID, Target Order Line Prep/Ship Dates

All details about Source Order

 

Pre-requisites #1 [Rules for triggering alert when Item is assigned for Quick Turn Around]

  1. Got to R2Labor > Main Menu > Manage > Rules > Create.

  2. Select a Data Source, Action, and Category using the respective drop-down list.

  3. Select the checkboxes – ‘Deliver on Desktop’, ‘Deliver on E-mail’, and ‘Active’.

Figure 1.0: Rule Edit Screen

 

  1. From the Conditions list, select the relevant Data Source Condition.

Figure 2.0: Condition Edit Screen

 

  1. Add the relevant recipient for the E-mail/alert to be sent.

  2. Configure the alert message/E-mail using the proper template.

Figure 3.0: E-mail Template Edit Screen

 

  1. Save the Rule, by giving it a proper identifiable name.

 

Pre-requisites #2 [Rules for triggering an alert when Item which is assigned for Quick Turn Around is Returned]

  1. Got to R2Labor > Main Menu > Manage > Rules > Create.

  2. Select a Data Source, Action, and Category using the respective drop-down list.

  3. Select the checkboxes – ‘Deliver on Desktop’, ‘Deliver on Email’, and ‘Active’.

  4. From the Conditions list, select the relevant Data Source Condition.

Figure 4.0: Condition Edit Screen

 

  1. Define the Template Condition. Add it in the E-mail template under items delta.

Figure 5.0: Email Template Edit Screen

 

  1. Define and Configure the rule.

Figure 6.0: Rule Configuration Screen

 

 

Sample Workflow

  1. In R2 > Accounts > Open an order.

  2. Create a source order and fill ship the equipment with the pickup and return dates that can fulfil quick turn assign on the target order and exit.

Figure 7.0: Source Order

 

 

  1. Create a target order with overlapping Prep and Ship dates and hence items show as not available.

Figure 8.0: Target Order with Overlapping Dates

 

  1. Now Quick Turn Assign[JKV5]  the equipment on target order and choose the above created source order and save and exit.

Figure 9.0: Target Order with Equipment Quick Turn Assigned

 

 

  1. Recipients on the rule configured will receive an email alert as below

Figure 10.0: Email alert received by recipients of Rule with information of equipment Quick Turn Assigned

 

  1. Return the equipment which are quick turn marked on Source Order

Figure 11.0: Equipment that are Quick Turn marked are returned on Source Order

 

 

  1. Recipients on the rule configured will receive an email alert as below on return of quick turn marked lines

Figure 12.0: Email alert received when equipment that are Quick Turn marked are returned on Source Order