Equipment ID update Required notification
Equipment – Attached parent Order, Equipment ID has not been updated to match ERP
Identify problematic accounts - Criteria:
- Parent Order contains Data (Vendor Order)
- Equipment status = Active
- Equipment ID begins with 3 (CRM Preassigned)
View in CRM
B-Equipment with a parent Order not updated to match AX
<https://leavitt.crm3.dynamics.com/advancedfind/advfind.aspx?etn=lm_equipment&QueryId=%7bE79FB262-D7F0-EC11-BB3C-000D3AF4E40A%7d&ViewType=4230&AutoRun=true&appid=79c6b365-09d1-e711-a951-000d3af44134>
On demand workflow
Equipment created through Vendor Order (Batch Job)
<https://lonestarforklift.crm.dynamics.com/advancedfind/advfind.aspx?etn=lm_equipment&QueryId=%7bC71E976A-FC1D-EF11-9F89-0022482630DD%7d&ViewType=4230&AutoRun=true&appid=3cdd45af-4b18-e911-a952-000d3a13c9a4>
Email Notification created in CRM
- Subject – Update Equipment ID to Match ERP
- Sent to – Owner of parent order
- CC – Kimberley Shakespeare
- Body of Email
The Equipment Attached to a Vendor Order requires an Update to the Equipment ID
Equipment ID is still the 6 digit preassigned CRM stock number, needs to be updated to match ERP.
<hyperlink><name>Equipment Record </name><value>{Record URL(Dynamic)(Equipment)}</value></hyperlink>
<hyperlink><name>Parent Order </name><value>{Record URL(Dynamic)(Parent Order (Order))}</value></hyperlink>
Batch Process
Equipment Requires Equipment ID update
https://leavitt.crm3.dynamics.com/main.aspx?appid=79c6b365-09d1-e711-a951-000d3af44134&forceUCI=1&pagetype=entityrecord&etn=vcc_batchprocess&id=9cff9567-0c1e-ef11-840b-000d3af4646b&data=%257B%257D&lid=1717022519131
Runs Weekly – Wednesday
Run Time 8 AM