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ID617 - Contracts Terminated Today - Overview and Sample

ID617 is a daily alert showing all contracts that were marked terminated in e-automate today and will advise the effective termination date. If you have multiple people with the authority to terminate contracts it can be helpful for everyone to know what's going on. 

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

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Overview:

This simple alert will give you a daily heads-up of what contracts were marked 'terminated' in eAutomate and will advise the effective termination date. If you have multiple people with the authority to terminate contracts, it can be helpful for everyone to know what has been terminated each day. As an option, you can also advise the Sales Rep of the termination by utilizing the checkbox for send to Sales Rep or Sales Rep's Manager.

The alert will also report contract reinstatement ('un-terminations'). The alert requires that ID174 be subscribed and running properly for the alert to report correctly.

 

Run Schedule: Daily at 5:30 pm

Type of Output: Email

 

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Sample

ID617.jpg

 

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Variables

Variable W: Branch filter. Enter the branch numbers for the alert to trigger on, separated by a comma. Leave blank for the alert to trigger on all branches.

ID617_variables.jpg

 

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Alert Functionality

The alert triggers for contracts marked as terminated in eAutomate. The alert output pulls in the terminated date from the contract record (1 in below screenshot) and the termination code (2 in below screenshot).

ID617_ea_contract.jpg

 

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Best Practices & Tips

 

The termination codes that you use on the contracts can provide information on why the contract was terminated, See here for best practice on termination codes

For a general overview of how to terminate contracts, see this post on best practice on terminating contracts

 

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Related Alerts

ID174 - Contract Change Audit **Required for ID617 to work properly. More on this alert here.

ID113 - List of Contract Equipment Terminated Today. More on this alert here.

ID636 - Terminated Contracts Overview. More on this alert here.

 

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