This alert emails a report to the equipment contact listed on the equipment record when an invoice is generated for a contract that contains location, address, city, state, model, clicks and charges for each machine.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert emails a report to the equipment contact listed on the equipment record when an invoice is generated for a contract that contains location, address, city, state, model, clicks and charges for each machine. The contact will only receive an email for their equipment listed on that contract invoice. If there are multiple equipment records with multiple different contacts, the alert will send out multiple emails. This email sends a comma delimited file the customer can open with excel, or send a formatted pdf file of the report, in Variable X put "Export" or "PDF".
The data for this alert comes from the contract invoice Meter Billing tables, and it uses the same distributed check box that the invoice print routine provides to allocate the base/overage charges across the equipment by BW & Color according to the % of clicks each machine ran against the Meter Group Totals. Since we are using that same logic this report will match the eAutomate invoice printout and the SCContract Equipment Billing eview base amounts.
See ID412 that emails one file for ALL equipment on the contract invoice and sends it to the contact listed on the Contract Record / Billing Contact tab
Run Schedule: Daily
Type of Output: Email
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Sample
Sample
Sample below shows the report data in 3 sections
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Variables
Variables
Variable W: Enter the name of the custom property used on contracts to enable this alert for that contract. We recommend using ZCJAlert426SendBillingDetail.
Variable X: Enter PDF if you want the report that send to your customer be in PDF format or enter Export if you want it sent in comma delimited excel file formal.
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Alert Functionality
Alert Functionality
1. Alert identifies contract invoices billed for base or overages yesterday and reviews the corresponding contract to determine if the contract has been enabled for this alert in the custom property.
2. If the contract is enabled for the process, the alert collects contact information per equipment record billed on the contract invoice from the equipment contact field of each record.
3. The alert sends each contact the report for ID426 for the equipment(s) they are listed as the contact on. If a contact is listed on multiple equipment on same invoice, that contact will receive 1 email with all equipment.
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Best Practices & Tips
Best Practices & Tips
None at this time.
Custom Property Set Up
Follow the steps below to set up the custom property to be available on your contracts.
1) In e-Automate click tools from the top tool bar and then select list & codes
2) from the list or code type dropdown options select attributes
3) select the new button on the upper-right side
4) create the new attribute by completing the fields below and clicking OK
attribute name = ZCJAlert426SendBillingDetail
description = CEO Juice Alert ID426
data type = User-Defined Lookup
lookup list = Enabled and Disabled
5) from the list or code type dropdown options select configurations (custom properties)
6) from the configurations list double click on the contract configuration
7) from the available attributes dropdown select the attribute you created, check mark the default value box and select Enabled or Disabled. Whatever you select for default is what new contracts will default to automatically when set up. If you don't want either selected upon new contract setup, then uncheck the default value box. Click quickadd to add it to the selected attributes list. Then click OK to save the configuration.
8) you will now see this custom property in your contract custom properties and you can enter your review dates into this field
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Related Alerts
Related Alerts
ID412 - SSRS Spreadsheet Contract Invoice Overview & Sample
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