SSRS report to generate an interterritorial ship out agreement for the servicing dealer with information from a related sales order.
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts
Overview
Overview
This is an SSRS report that you can generate based on data in a sales order in e-automate and send to the servicing dealer for your interterritorial ship out agreements. Once the servicing dealer has received the agreement and returned the signed document to you, it can be attached to the contract in e-automate. The report will use your logo and dealership information; changes in verbiage can be made to match your terms and conditions if needed.
Sample of ITT Agreement attached (see link at bottom).
Run Schedule: On-Demand
Type of Output: On-Demand SSRS Report
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Sample
Sample
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Variables
Variables
This alert does not have any variables.
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Alert Functionality
Alert Functionality
1. The report requires a sales order number to start; the details of the equipment and accessories on the report are pulled from the sales order.
2. The installing dealer list is all customer records in your e-automate that have 'Dealer' in either the customer type or customer type description.
3. Click on the save icon in the report to export the agreement. Once exported, you can make any additions or changes needed before sending to the servicing dealer.
4. When the signed agreement is returned, you can add it as an attachment to the contract in e-automate.
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OnDemand Report Filters
OnDemand Report Filters
Required filters:
SONumber - Must enter a sales order number from e-automate to start the form.
Contact at your company for this agreement - Enter the contact name from your dealership coordinating the deal.
Installing Dealer - Enter the name of the dealer that will install and service the equipment. The list of companies in this drop-down is all customers with 'Dealer' in either the customer type or customer type description.
Dealer Contact - The name of the contact at the servicing dealership.
Select host items to include - From the drop-down list, select the host items to be included in the agreement. These pull from the sales order items.
The remaining filters are optional information to be included in the agreement:
Customer Ship To Contact at Location - filtered for the customer set as the installing dealer.
Base Charge - base charge on the contract.
Base Billing Cycle - the billing cycle for the contract.
Meter Billing Cycles - the meter billing cycle.
BW Copies Included - number of black and white copies included in contract.
Color Copies Included - number of color copies included in the contract.
BW Copies Overage Rate - The black and white overage rate.
Color Copies Overage Rate - The color overage rate.
Installing Dealer to Bill Customer Direct - Yes/No if the installing dealer is to bill the customer directly.
Increase Allowed - Whether contract increases are allowed.
Annual Increase Pct - If increases are allowed, the percentage allowed.
Installation fee to dealer - Amount of the installation fee, if applicable.
Supplies & Shipping Included - If supplies and shipping are included in the contract or billed.
Is Customer Training Required - Yes/No if training is required.
Dealer to install on customer's network - Yes/No if dealer is to install the equipment on the customer's network.
Enter comments here - If there are any additional comments to add to the agreement, enter those in this space.
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Best Practices & Tips
Best Practices & Tips
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Related Alerts
Related Alerts
ID195 - ITT Equipment Changes
ID594 - Sales/Service Messages for ITT Equipment
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