Follow

ID293 - Contract Equipment not in any Meter Group - Overview & Sample

Designed to advise you when you have forgotten to bill a meter on a piece of Equipment on Contract, or when you are billing a different meter from the one(s) that Model normally bills.

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

Click to Subscribe 

Overview

Overview

This alert is designed to advise you when you have forgotten to bill a meter on a piece of Equipment on Contract, or when you are billing a different meter from the one(s) that Model normally bills.

It does this by reviewing ALL your machines to see what they're billing and reporting exceptions to this rule. This will not alert you if NO meter groups were created on the contract (see ID160 to alert for missing meter groups). 

If you want a full sweep of your database, regardless off your VariableW settings, email us at help@ceojuice.com to trigger this in FULL mode for you.

 

Run Schedule: Daily AM

Type of Output: Email

 

*  *  *

Sample

Sample

ID293_Sample.PNG

 

*  *  *

Variables

Variables

ID293_Variables.PNG

Variable W: Number of Days to look back at equipment placed on contract. We consider the date equipment added to contract (not effective date). Our default is 5-days, however, we suggest setting to 9999 when you first subscribe so you can see ALL qualifying records regardless of date equipment added to contract. Then switch back to 5 so you can just be notified of newly qualifying records

Variable X: List Contract Type(s) to exclude, separate by comma (leave blank for ALL)

Contract Types found via Lists & Codes / Contract Type:

Contract_Type.PNG

Variable Y: List Contract Bill Group(s) to exclude, separate by comma (leave blank for ALL)

Bill Groups found via Lists & Codes / Contract Bill Groups:

Bill_Group.PNG

Variable Z: List Meter Type(s) to exclude, separate by comma (leave blank for ALL)

Meter Types found via Lists & Codes / Meter Types:

Meter_Type.PNG

Variable 2: Enter 'Exclude' to only consider active Meter Types, otherwise 'Include' (if blank considers as Include)

Verify your active Meter Types via Lists & Codes / Meter type, active box:

Meter_Type_Active.PNG

Variable 3: Enter 'Exclude' to only consider required meters, otherwise 'Include' (if blank considers as Include)

Required Meters are set on Model / Meters Tab / Required Meter box checked:

Required_Meter.PNG

Variable 1: List Branch Numbers to trigger on, separate by comma (leave blank for ALL)

*  *  *

Alert Functionality

Alert Functionality

-This alert will notify you one time, it will not continue to pester you.

-Use VariableW to see ALL qualifying equipment on contract. Our default for the variable is 5 days; however, we suggest setting to 9999 when you first subscribe so you can see ALL qualifying records regardless of date equipment added to contract. Make any needed corrections, then switch back to 5 so you can just be notified of newly qualifying records. You will only be notified once on all newly qualifying equipment.

-CEOJuice can run this alert for you in 'Full' mode for you so it will report on everything (no matter when it was added to a contract).  Just send an email to help@ceojuice.com to let us know you'd ID293 run in Full mode one time.  

-Not Billed / Why Billed Explanation:

ID293_Sample.PNG

#1) When ID293 reports 'NOT BILLED' on a piece of equipment then the Meter Type it is triggering on is not included in the Meter Groups of the Contract that Equipment is on.

#2) When ID293 reports 'Why Billed' on a piece of equipment then the Meter Type it is triggering on is not one of the Meter Types that Equipment of this Model you normally bill on your Contracts. This is looking at actual Meter Type and not Meter Type Category. You may have multiple Meter Types for the Color Category but didn't use the Meter Type for the Color Meter on this piece of Equipment that you normally use for billing Color on other Equipment of the same Model as this one.  Keep in mind this is looking at meters that have actually billed, not just collected meters.  So if the majority of your models aren't in fact billing meters on a contract then it may still trigger when you setup that model on a new contract to actually bill, even if the meter types match the other equipment of that model.

#3) When ID293 reports the same Equipment twice for the same Meter Type Category then there are inconsistencies in the Meter Types that are being billed for that Model of Equipment on Contract. As in the case above, the most commonly billed Meter Type for Color on the IR-C5045 Model on Contract is the 'Virtual' Meter Type and not the 'Virtual TC' Meter Type. If you change the Meter Type on this Equipment Record to the 'Virtual' Meter Type for Color then it will no longer report on ID293's output. The Meter Types are now setup consistent with other Equipment of that same Model.

 

*  *  *

 

Best Practices & Tips

Best Practices & Tips

None at this time

 

 

*  *  *

Related Alerts

Related Alerts

ID160: Contracts Missing Meter Group(s) OR no Rate OR no Overage Cycle

 

*  *  * 

 

 

 

 

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk