(Optional) PPS/COM: Set Up Eagle Alerts

Setting up Eagle Alerts that are relevant to Pick/Pack/Ship (PPS) and Customer Order Management (COM) will help ensure that customers' orders are processed in a timely manner. These Alerts inform you when action needs to be taken, such as when a backordered item hasn't been sourced, or when an order can't be released for picking due to one or more hold restrictions.

In Options Configuration, designate which PPS/COM Alerts you want to record. Then specify which users should receive the Alerts in the Alert User Profile window.

The following Alert options in Options Configuration apply to PPS/COM:

• Record "Backordered item not sourced" alerts(ID# 3321) Set this option to Yes if you want the system to produce an alert for any SKU that is backordered on an order in Order Entry, but which has not been sourced (not placed on a PO or a Transfer).
  
  You must run the Open Order Item Report (RIO)  with Option F (Items on Backorder without PO) in a nightly queue to generate this alert.
  
  RIO Option F identifies unsourced items on orders. There are several reasons an item can be unsourced: 1) you posted the backordered item without sourcing it, or 2) you received the item via a purchase order or transfer, but the quantity received was less than the quantity ordered, thus the order was not completely filled.

• Record "buyers signature missing" alerts(ID# 3340) (This option only applies if the option "Require Buyer with Signature" is set to Yes.) If this option is set to Yes, and the buyer doesn't have a signature on file (the buyer is the person whose initials you entered in the "Buyer's ID" field on the PO), the system records an alert when the PO is faxed or laser-printed with the Purchase Order Format Report (RPO).
  
  You can specify a default buyer’s signature for the system to use if the buyer does not have one on file by using the option "Default buyer signature when faxing or printing from RPO."

• Record "New customer added" alerts(ID# 3342) Set this option to Yes if you want the system to record when a new customer or job is added in Customer Maintenance or Order Entry.

• Record "Order on Hold" alerts(ID# 3323) Set this option to Yes if you want the system to record when an order is on hold for one or more reasons, and thus can’t be released by either the Open Order report (ROO)  run with Option P (Release order for picking), or by the Totals Misc Menu option "Release order for picking" in Order Entry.
  
  If option 5110 "Hold options govern ability to invoice an order" is set to yes, this alert will also be generated if you attempt to invoice an order that is on hold.
  
  If the system generates this alert, the Note field will indicate how many "hold" reasons exist for the order, and state the first one (hold reasons are set up in the Options Configuration window). From the Alert itself, you can release the hold on an order.

• Record "Special or Backordered item received" alerts(ID# 3324) If this option is set to Yes, the system will record one of the following three alerts whenever a special order item or a backorder item is received as a result of the Receiving Report (RRP) with Option F:
  *  Quantity received less than order quantity
  *  Quantity received equal to order quantity
  *  Quantity received greater than order quantity
  If this option is set to No, none of these three alerts are recorded.

For more information about setting up Alerts, refer to the Eagle Alerts topics, which are accessible From the Contents tab by opening the System Management book and then the Eagle Alerts book. Click here to open the setup topic, "Setting up Eagle Alerts for the First Time."

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