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Updating Preventive Maintenance Levels with Work Orders
Description If you are using both the Preventive Maintenance and Work Order modules in ALERT you can use Work Orders to update when each level of Preventive Maintenance is done. Solution To do this: Write up the Work Order for your Internal Repair customer After selecting the fixed asset to be maintained use the F2Lvl […]
May 21, 2020
Troubleshooting IDScanning
Description If your ID Scanner fails to work correctly try the following steps to track down the problem. Solution See attached file
Packaged Item Field for Sales / Parts Box
Use of packaged items (or parts box) has to be turned on in the Application Configuration page of the System Codes in Codes & Setup. In Sales File Maintenance the package item field is for informational purposes only. If you put a number larger than 1 in the # of units field then you can choose […]
Are items on contract or WO included in Inventory Count Sheet
When doing physical inventory it is important to know if items on open work orders or contracts are to be included in the number counted as ‘in stock’. Sales items on open contracts and parts listed as “Used” on open workorders or treated as having been removed from stock and therefore should not be included in an inventory count. Parts on […]
VSI-FAX Log Details
VSIFax Result Definitions in order of frequency NORMAL – Your fax has successfully completed. QUEUED – Your fax is queued by VSIFax and is waiting in line to be sent. SNDING – Your fax is in the process of being sent (phase 2). SUBMIT – Your fax is in the process of being sent […]
Adding a Desktop Shortcut to the Attachments Folder
The ‘Alert Shorts!’ video below will help guide you in setting up a desktop shortcut to the Attachments folder on your server. This is will make saving Alert attachment files to the server faster & easier. Check for a path in Alert on the Attachments screen above the location of the filename – we have added […]
Adding Reports to Favorites Menu
The ‘Alert Shorts!’ video below will show you how to add reports you use often to your favorites list on the main screen of Alert.
Scheduling Reports to Run Automatically
Many Alert reports can be scheduled to run automatically with the end of day process so that you can store them for later or have them emailed to you. The ‘Alert Shorts!’ video below will walk you through this.
Understanding Ticket Status In Alert
The ‘Alert Shorts!’ video below will help you understand the different ticket statuses in Alert: Bid/Quote Reservation Contract Closed Contract and Deleted Ticket.
How to Re-Export a GL Download Date to Your Accounting Software
If you are using the GL Export Module occasionally you may need to go back and download the information for a particular date again. The ‘Alert Shorts!’ video below will walk you through how to delete the downloaded date out of Alert so that you can download it again. You will need to delete the […]
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