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Exception Based Rules and Alerting

Exception Based Rules and Alerting. Rules/Alerts Overview. Key component to success Create Exception based rules that drive: Proactive visual indicators (Alerts) Available via: CEK/CSP Home page Individual emails Email digests Can include notes added to cards. Rules/Alerts Overview.

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Exception Based Rules and Alerting

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  1. Exception Based Rules and Alerting

  2. Rules/Alerts Overview • Key component to success • Create Exception based rules that drive: • Proactive visual indicators (Alerts) • Available via: • CEK/CSP Home page • Individual emails • Email digests • Can include notes added to cards

  3. Rules/Alerts Overview Which Rules and Alerts are used the most? When Cards are: Released for Replenishment Rescheduled Not Accepted within an agreed time-frame Short Shipped or Over Shipped When Shipment of Goods is Past Due

  4. Rules/Alerts Overview Which Rules and Alerts are used the most? Do you have Rules set for when: Notes are added to cards? Spike orders are created? Items turn Red? Cards are deleted? Blanket POs need renewing? Cards don’t cycle as expected?

  5. Rules/Alerts Overview • Heads Up Alerts • When AppStatus changes • When AppStatus changes and Notes are attached • When AppStatus does not change* • When Blanket Qty is below X days of UsagePerDay • When Goods are due in X days* • When Some Action takes place • When Some Action takes place Exclude Supplier • When Inventory is Issued or Transferred • When Notes with specific priority added • When card is called-off

  6. Rules/Alerts Overview • Requires Some Action • Card/Order Released to Supplier • When card is rescheduled by buyer • When card is rescheduled by supplier • When reschedule is approved by buyer • When reschedule is rejected by buyer • When reschedule request not responded • Buyer reschedule is accepted by Supplier

  7. Rules/Alerts Overview • Playing Big Brother • When action does not take place* • New Non-Replenishment Card is released • Kanban Card is Recalled • When Card is Deleted • When cards are not accepted • When Goods are excess Received • When Goods are excess shipped • When Goods are short Received • When Goods are short shipped • Called-off but not shipped • When card is approved or rejected at inspection • When Goods are due*

  8. Rules/Alerts Overview Building the Alert

  9. Rules/Alerts Overview Alert Email

  10. Rules/Alerts Overview Alert Email (Digest Format)

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