Merry Christmas and Happy Holidays from your CEO Juice team! 

As 2021 comes to a close and we look to 2022, we would like to share a summary of what we rolled out this year in case you missed anything along the way. 

We were happy to make it back to EUG this year and see so many of you in person!  We have taken all your feedback and requests into consideration as we plan 2022.

With your 2021 calendar year closed, we highly recommend updating your 2021 Holiday Schedule in eAuto (use ID70 to be reminded) and using alert ID71 to prepare your 1099's.

New Processes for 2021 

• ID71     1099 Vendors Missing Required Information
• ID654  Call Placed on Hold Awaiting Customer Reply
• ID769  HP Amplify Transactional and Managed Sales Report
• ID73     HP Amplify Inventory Report
• ID620  HP Amplify MIF Report
• ID968  Advanced Meters and DCA Data
• ID489  Calls of Call Type W still Open After X Hours for Customer Y
• ID664  Service Now Integration
• ID757  Confirmation of Inventory Request Placed
• ID707  Vendor Record Information Created/Changed Audit Log
• ID34    OnShip Parcel and Freight & Freight Shipments
• ID503  ShipStation Parcel & Freight Shipments
• ID703  Import Utility for Cloud Based Telephony Services

• ID771 Power BI Service MIF & Profitability Dashboard
• ID704 Power BI Financial Performance Benchmarking (The Model) Power BI Dashboard
• ID774 Quarterly Business Review in a Power BI Dashboard
• ID281 Customer Retention Rate 

ConnectWise Integrations updates

• ID747 ConnectWise Integration – Customers/Items Module
• ID964 ConnectWise Contracts Module Integration
• ID965 ConnectWise Service Module Integration
• ID966 ConnectWise Sales Module Integration

 Major Revision Updates

• ID900 Financial Performance Benchmarking (The Model) SSRS Report
  • Added the Bering McKinley Model
• ID398 Update Meters from Emails
  • Major Rework to use Mapping App, Added Parsers
• ID256 Big Overage Bill
  • Converted from a Custom Report to SSRS
• ID769 HP Amplify Transactional and Managed Sales Report
  • Added table to include/exclude managed or transactional SKU's.
  • Added variables for branch inclusion, order type inclusion, and whether Partner Reported ProductID field and Reseller’s Product Number field pull from item number or OEM number.
  • Location ID can be pulled from HPAmplifyLocationID custom property on branch record.
  • The online field will now be flagged as ‘Y’ if the transaction has a quote associated to it with a creator that contains ‘info’, the sales order type has the word ‘online’ in it, the description contains the word ‘online’, the remarks contain the word ‘online’ or the department name contains the word ‘online’.
  • The Customer Online Order Date field will also populate if it qualifies to be flagged as an online order.
  • The drop ship field will now be flagged as ‘Y’ if the ship method or ship method description contains the word ‘drop’, or if a linked PO is set to ship to a drop ship type warehouse, or if the warehouse type is a drop ship type warehouse, or if the warehouse description contains the word ‘drop’.
  • Transactions reported are based on create date instead of invoice date.
  • Excludes transactions against fixed asset warehouses.
  • Changed format for negative quantities.
  • Filename renamed to begin with V2.

• ID73 HP Amplify Inventory Report
  • Table to include/exclude managed or transactional SKU's.
  • Added variable whether Partner Reported ProductID field and Reseller’s Product Number field pull from item number or OEM number.
  • Changed format for negative quantities.
  • Filename renamed to begin with V2.
  • Corrected dates in file name.
  • Sell In Quantity now reflects quantity of item received in reporting period regardless of current quantity on hand.
  • Added HP email and ‘Important’ wording to output.

• ID75  Stale Inventory
• Provided in excel file format, changed from Custom Report to SSRS Report (Custom Report will no longer work), added Variables 3-7 for branching and bin selections, and added cloning function to allow for multiple subscriptions with different variable filters.

• ID978 HubSpot and eAuto Integration
  • HubSpot is the most popular marketing automation solution within our client base. It is also a very competitive CRM. We are expanding our existing integration to allow you to also use it as a CRM. Pushing in your customer’s equipment and lease details.
  • Replacement for all previous HubSpot Processes
• ID968 Advanced Meters and DCA Data
• ID311 HP SDS Action Center & MPS Monitor Integration
  • Now includes FMA integration
  • Now one e-mail output per clone, with more specific verbiage indicating which integration is being reported on
  • RDL, if run manually, must be run for one specific integration
  • Various bugfixes around wrong error reported, no-error reported, billing window controls, task fail if zero data to report
  • Additional columns in the reporting to indicate Source and DCAMeter which has been mapped
  • Support for all the additional e-mail parsers and integrations added in past six months
  • Addition of lookback limiter, defaults to 3 days but controlled from task’s proc step, leveraged in Qualified and Live modes to ignore meters where most-recent read from integration is more than 3 days old
  • Fully-tested support for multiple DCA Meters summed together and mapped to a single EA MeterType
  • Change to method used inside task to move between Full-test, Qualified-test, and Live modes

•  ID216 Send Order Confirmation for Sales Order Entry
  • Added functionality to notify of backordered items via Variables2 and 3, bug fix for VariableZ suppress functionality, no longer requires an Ordered By contact on sales orders to send to fixed contact in ZCJOrderConfHelpDesk, allows for immediate shipment after order creation.