Automated Accolent ERP Recall Tracing
When you upload a manufacturer recall notice, WebRun opens Accolent ERP and searches shipped order history for the exact lot numbers named on the notice, drafts a recall notice for each affected practice in Outlook without sending it, and posts your compliance team an urgent Telegram alert with the recall level and the full list of affected accounts.
How do I trace a product recall to every practice that received the affected lot?
When you upload a manufacturer recall notice, WebRun searches shipped order history in Accolent ERP for every practice that received the recalled lot, drafts a recall notice for each one in Outlook unsent, and posts your compliance team an urgent Telegram alert with the recall level and the affected list, so nothing reaches a practice until a human reviews it.
- Every practice that received a recalled lot is traced within minutes of the notice arriving
- Compliance gets an urgent alert instead of finding out from a customer call
- No recall notice reaches a practice without a human reviewing it first
Built for medical supply distributors · dental supply distributors · distributor compliance teams · quality assurance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
adssolutions.comin a real browser with your saved login - no setup, no API keys. -
1
Accolent ERP - match recalled lots to customer orders
adssolutions.com
WebRun opens Accolent ERP to match recalled lots to customer orders. - Open Accolent ERP order history and search shipped orders for the lot number or numbers named on the recall notice
- Capture every customer, ship date, quantity, and item for each match
- Note the manufacturer's recall level, such as routine, urgent, or life threatening
Done when Every customer who received the recalled lot is listed with their order details.
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2
Outlook - draft the recall notice
microsoft.com
WebRun opens Outlook to draft the recall notice. - Draft a recall notice for each affected practice naming the item, lot number, and the manufacturer's instructions
- Personalize each with the practice's order date and quantity received
- Save every notice as a draft. Do not send any recall notice without review
Done when A draft recall notice exists for every affected practice, unsent.
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3
Telegram - alert compliance urgently
telegram.org
WebRun opens Telegram to alert compliance urgently. - Post an urgent alert to the compliance channel with the recall level and the count of affected practices
- List the affected practices with a link to their draft notices
- Flag any life threatening or urgent recall at the top of the message
Done when Compliance has an urgent Telegram alert and the drafted notices are ready for review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will WebRun notify practices about a recall automatically?
No. WebRun drafts a recall notice for each affected practice and leaves every one unsent. Your compliance team reviews and sends the actual notices.
How does it find every affected practice?
It searches shipped order history in Accolent ERP for the exact lot number or numbers named on the recall notice, so every practice that received that specific lot is captured, not just recent orders.
What if the recall covers multiple lot numbers?
It searches every lot number listed on the notice and combines the results into one traced list, so a multi lot recall is handled in the same run.
Related templates
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