Trigger An Alert When An Asset Is Changed On An Order

Content was last updated in 06.01.05-00

Revision History

Support has been added in R2Core for the Labor or Equipment Planner/or a member of the planning team, to get an alert when on an Order an asset is assigned and or changed so that, you can take necessary actions.

Functionality Covered

• When an AssetID is directly put in an order or the reserved by Asset is changed on an order By Any Means*, system must fire an alert to the planner or any other specific employee configured as recipient in rule definition.

• The functionality allows to setup the Rule to send out the notification:

• When the above said action occurs only on specific type of order like Reservation or Hold etc.

• When the above said action occurs on/with the order line status as Reserved or Hold.

* ‘By Any Means’ includes actions like Reserving an Asset on an order, Right click on a Product on an Order > Assign Assets etc which leads to blocking of an Asset's Availability on an Order instead of product.

Pre-requisites

The Condition and the rule that triggers the alert should be pre-configured in the system.

First step is to ‘Define the Rule Condition(s)’.

Rule Condition #1:

Consider assets which are status: Reserved/ Hold/ Not Available/ Out.

The rule that triggers the alert should be pre-configured in the system.

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

2. Select a Data Source [Order Item Lines], Applicable For [Rules]

3. Provide a name for this Condition [Reserved/Hold/Not Available Asset].

4. Select the ‘Active’ checkbox.

5. Click ‘Add’ to add a rule condition.

6. Choose the following values for the specified fields:

1. Field [Status]

2. Criteria [Equal]

3. Compare Value [Hold, Reserved, Out, Not Available, and Filled]

7. Click Save.

Rule Condition #2:

Consider the item lines which have an Asset

This condition to validate the added line is an asset to the Item grid.

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

2. Select a Data Source [Order Item Lines], Applicable For [Rules]

3. Provide a name for this Condition [Line with Asset].

4. Select the ‘Active’ checkbox.

5. Click ‘Add’ to add a rule condition.

6. Choose the following values for the specified fields:

   1. Field [Type]

   2. Criteria [Equal]

   3. Is Previous Value [False]

   4. Compare Value [Line with Asset]

   5. Ignore Time [False]

7. Click Save.

Rule Condition #3:

Consider the item lines where an Item is added, or Product ID is changed.

This condition to ensure when an asset added to order or an asset is assigned/ an asset is re-assigned to another asset.

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

2. Select a Data Source [Order Item Lines], Applicable For [Rules]

3. Provide a name for this Condition [Item is added, or Product ID is changed].

4. Select the ‘Active’ checkbox .

5. Click ‘Add’ to add a rule condition.

6. Choose the following values for the specified fields:

Table 1.0: Field Values For Multiple Lines - Rules

7. Click Save.

Second Step is to define Template Conditions required to be used in E-mail Template

These template conditions are required to be put in mail template:

• To show only the Assets which are reserved by Asset on Order.

• When using delta tag in an E-mail template to restrict E-mail template to have below conditions

Template Condition #1:

Consider the item lines which have an Asset

This condition to ensure when an asset added to order or an asset is re-assigned to another asset.

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

2. Select a Data Source [Order Item Lines], Applicable For [Template & Recipients]

3. Provide a name for this Condition [Type Asset].

4. Select the ‘Active’ checkbox.

5. Click ‘Add’ to add a rule condition.

6. Choose the following values for the specified fields:

   1. Field [Type]

   2. Criteria [Equal]

   3. Is Previous Value [False]

   4. Compare Value [Line with Asset]

   5. Ignore Time [False]

7. Click Save.

Template Condition #2:

Consider assets, only when the status is: Reserved, Hold, Not Available, or Out.

The rule that triggers the alert should be pre-configured in the system.

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

2. Select a Data Source [Order Item Lines], Applicable For [Template & Condition]

3. Provide a name for this Condition [Reserved/Hold/Not Available Asset].

4. Select the ‘Active’ checkbox.

5. Click ‘Add’ to add a rule condition.

6. Choose the following values for the specified fields:

   1. Field [Status]

   2. Criteria [Equal]

   3. Compare Value [Hold, Reserved, Out, Not Available, and Filled]

7. Click Save.

Template Condition #3:

Consider the item lines where an Item is added, or Product ID is changed.

This condition restricts the lines that are added should show in the email template.

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

2. Select a Data Source [Order Item Lines], Applicable For [Templates & Conditions]

3. Provide a name for this Condition [Item is added, or Product ID is changed].

4. Select the ‘Active’ checkbox.

5. Click ‘Add’ to add a rule condition.

6. Choose the following values for the specified fields:

Table 1.0: Field Values For Multiple Lines - Rules

7. Click Save.

Third Step is to define a Rule with the above Rule and Template Conditions

Rule Definition

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

2. Select a Data Source [Order], Action [Alert], and Category [Miscellaneous] using the respective drop-down list.

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

4. Select the severity as ‘Low’. And Becomes Active as ‘Immediately’.

5. Select the three Rule Conditions defined previously.

6. Provide a name for this Condition [Asset Added on Order].

7. Click Save.

Template Content

1. Select Type as [Email] and add a Subject [Assets Added on Order ##Contract ID##]

2. Provide a name for this template [Order with Assets]

3. Click in the E-mail content window and add the Standard Fields for [Order.ItemLines]

4. Add the required fields using their respective #tags (Hashtags).

All the fields added using the #tags, will have ##Order.ItemLines as the prefix.

5. Add the three Template Conditions defined previously.

6. Click Save.

Table 3.0: E-mail Template Hashtags Explained           

Template conditions condition#1, condition#2 is added for the template.

Sample Workflow