This alert will let you know about active contracts that are not billing overages. (This alert does not take into account expire by copies contracts.)
This alert will trigger on active contracts that have not billed overages in a set number of days. You can either run this alert to see only past due overage billings or to see overage billings a specific number of days into the future (this will also include ALL past due overage billings).
If you want to see only past due overage billings you need a negative number in VariableW for how many days past due you want to include.
This alert will also help you identify contracts that are still active but should be terminated.
This alert will also list active contracts that need their overage billing period enabled. This alert sorts by days past due except for the ones that need their billing period enabled. Those will show at the top. Once you fix the billing period then they sort within the days past due where they are supposed to.
We often see really old contracts on this report that have not been terminated, terminating with accurate termination codes is important to help you understand if your base is growing. See our suggested list of termination codes here.
Run Schedule: Weekday Mornings
Type of Output: Email
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1. The first section of the alert output will show the contracts that do not have the overage billing period enabled.
2. If you have variable W on the alert set to a negative number, the next set of positive numbers past due are contracts that should have billed prior to today, but have not.
3. If you have variable W on the alert set to a positive number, the alert will also include contracts set to bill in the coming days.
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Variable W: List contracts where the overage next billing date is less than Today plus W. Use a negative number here to only see past-due billings. (Default is -10 to see a list of contracts with an overage billing date 10 days prior to today's date.) Use a positive number if you want to include future billings due.
Variable X: Customer Types to exclude from the reporting. Enter the customer types to exclude or leave blank to report on all.
Variable Y: Contract Bill Codes to exclude from the reporting. Enter the contract bill codes to exclude, or leave blank to report on all.
Variable Z: Contract Types to exclude from reporting. Enter the contract types to exclude from the reporting or leave blank to report on all.
Variable 1: Enter the branch number the alert should fire on, list multiple branches separated by a comma. Leave blank to fire on all branches.
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For contracts that need the billing period enabled, that is done on the Meter Groups tab of the contract:
You can see the next overage billing date on the contract record, on the Installment based billing tab:
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Best Practices & Tips
See this link on best practices for terminating contracts.
Also, see this link for termination codes on contracts.
This alert does allow sending to branch roles, see this link for details on setting that up.
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ID160 - Contracts missing meter groups, no rate set or no overage billing cycle. More on this alert here.
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