View Smart Alerts by BOM

Using the SMART ALERTSoption in the main menu, or the Alerts panel () on the Home page, quickly jump to a particular view.

View alerts based on the following criteria. Each of these views are similar to the option All, but include an Smart Alert Date column to the left of the BOM Owner column. For each of these selections except the Today filter, you can change the filter applied by clicking the Smart Alert Date drop down button and then specifying a date range:

• Today - similar to the option All, but includes an Smart Alert Date column to the left of the BOM Owner column and limits the display to alerts within the last 24 hours.
• Last 7 Days - as above, includes an Smart Alert Date column to the left of the BOM Owner column. Results are filtered so that only alerts that occurred within the last seven days appear.
  
• Last 30 Days - as above, includes an Smart Alert Date column to the left of the BOM Owner column. Results are filtered so that only alerts that occurred within the last 30 days appear.
• Last 6 Months - as above, an Smart Alert Date column to the left of the BOM Owner column. Results are filtered so that only alerts that occurred within the last 6 months appear.
• Last Year - as above, an Smart Alert Date column to the left of the BOM Owner column. Results are filtered so that only alerts that occurred within the last 365 days appear.

• View All My Alerts - filter alerts to show only those that are owned by the logged in user.

Change the status of the selected Smart Alert(s) to show how the Smart Alert affects the BOM. The status of that Smart Alert for other parts affected by it on the BOM automatically changes. Smart Alert status can only be changed by the owner of the BOM or the Group Administrator user. Once specified, you can filter on this column by clicking the Filter by Status option in the data grid toolbar.

1. With the Smart Alert(s) selected in the Part Alerts tab of the View Single BOM window, click Set Smart Alert Status in the data grid toolbar and select from the following options:
• New - Smart Alert recently issued by the manufacturer.
• Open - currently being reviewed for impacts.
• Reviewed - the Smart Alert has been reviewed, and steps to address the issue have been taken.
• Archived - the Smart Alert is old and possibly no longer relevant.
2. Click Apply Smart Alert Status, and then click OK to dismiss the confirmation window and accept the action.
   Or click Cancel to abandon the changes.

1. Using the View All Alerts (by BOM) page, select the items to export by clicking the check box in the left-most column of the results data grid ().
2. Click Export Summary in the toolbar above the data grid.

The export automatically occurs. BOM Intelligence limits the volume of parts that you can export to 1,000.

Export details for BOMs implicated by alerts for a specific period. Report details include the following fields: Smart Alert Date, BOM Name, Internal P/N, Matched P/N, Matched MFR, Smart Alert Type, Smart Alert Doc URL (hyperlink to Smart Alert Message), Smart Alert Description, Smart Alert Comments, LTB Date, LTD Date, Mfr Issued Date, Implementation Date, Smart Alert Date, Smart Alert Number, Smart Alert Source, and BOM Path.

1. Using the View All Alerts (by BOM) page, ensure one of the following filters is selected: View Today's Alerts; View Alerts Last 7 Days; View Alerts Last 30 Days to enable the Export Smart Alert Details option, which appears to the right of the Export option in the Alerts toolbar.
2. Using the data grid, select the rows () for which to generate an Smart Alert details report.
3. Click Export Smart Alert Details, and then click Okay, Export.
   All of the data for each Smart Alert in the current data grid is exported, which matches the number in the Total Alerts column. Note that all alerts that match the selected filter are exported, regardless of whether you select individual alerts using the check boxes in the left-most cell of individual rows.
4. From the left-side menu, click REPORTS > View All Reports to display reports in the data grid. The export you generated above appears in the View All Reports data grid with the name Alerts Export.
   If the Report Status shows Queued, click Refresh in the toolbar. When the status updates to Completed, click either the XLSX and ZIP hyperlinks to the right of the report name to download and display the export.

Unlike other reports that appear in the Reports page, the Smart Alert details report cannot be regenerated by clicking the Report Name that appears in the data grid.

5. To the right of the report name for the newly generated report, click either XLSX or ZIP to download the report.

Configure email notification settings regarding certain events or statuses occur in the life cycle of parts associated with one of your BOMs. Specify the frequency and format notifications are sent, and the type of alerts sent.

1. Click > Smart Alert settings.

2. Select from the following options:
• Alert Message Format - the format for the email message. HTML format supports embedded hyperlinks and improved text formatting. Select Text format if your enterprise blocks HTML files attached to email messages.
  
• Alert File Attachment - whether to attach the Smart Alert to the email message as a file. If this option is selected, further select the attachment type below.
• Alert Message File Attachment Type - whether the Smart Alert attachment file is in Comma Separated Value or Microsoft Excel XLSX format. CSV format is compatible with numerous applications in addition to Microsoft Excel. This option is not available if the Smart Alert File Attachment option is set to Off.
• Email Organization - we can group BOM impacts together or send one email for each BOM.
• Receive Alerts for - whether to receive alerts for preferred and non-preferred parts, or just for preferred parts.
• Included Alert Types - select the event types for which to receive Smart Alerts. These are the same options that can be configured for other users when importing a BOM, and are as follows:
  • End of Life Notices - alerts detail parts that are being phased out of the supply chain.
  • Parts Status Changes
    

    Part Status Value	Description
    Active	The part is listed as Active by the manufacturer.
    Active-Unconfirmed	Accuris is unable to definitively confirm that the part status is still active due to lack of part status information from the manufacturer. These parts present an increased risk of obsolescence.
    Contact Mfr	Accuris has not confirmed the status of this part with the manufacturer.
    EOL	The status of the part is EOL. Typically this indicates that a LTB date, LTD date, PDN, or EOL notice has been communicated by the manufacturer.
    NRFND	The status of the part is listed as NRFND. This status is typically communicated by the manufacturer.
    Discontinued	The status of the part is discontinued. Parts with an EOL status and a LTB date that has expired are changed to discontinued status. Manufacturers may still discontinue parts without any notice.
    Discontinued-Unconfirmed	Accuris believes the status of this part is discontinued but has not confirmed this information with the manufacturer.
    Transferred	The part has been transferred from one manufacturer to another.

  • Product Change Notices - alerts detail material or process changes to parts, and the date changes will be implemented. They may also contain information about the last available time to buy the part.
  • Product Failure / Counterfeit Notices - alerts detail counterfeit part and risk information, or other information about a device failure.

• Supply Chain Notices - Information regarding drastic changes to parts pricing and availability, enabling you to identify risk around average lead time, price, and total inventory. Where the difference between the selected item differs by more than 10% in either direction daily, BOM Intelligence sends an email notification and .csv file for the impacted parts to recipients you specify.

  Supply chain notification

  Because different SCN criteria can be selected for the same part at the BOM level, notices may include the same part for multiple notices where the same part exists in multiple BOMs, or for one BOM but not another BOM even though the part exists in both BOMs.

  For example, if the same part is included in multiple BOMs, but Total Inventory SCN is selected for one BOM and Average Lead Time SCN is selected in the other, a Total Inventory SCN Smart Alert will trigger notification in the first instance, but not in the second.

3. Click Save Changes.

At least one Smart Alert type check box must be selected for each of the email addresses that appear in the data grid in order for the Save and Close button to be enabled.