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ID604 ID605 - Creating and Closing AR Tasks in eAuto

ID604 - This alert runs weekly and will create a new AR Task, if an open one does not already exist, for any account with a past due balance (per the AR Console). It will assign this task to the AR Rep per the Customer Record. The alert will also auto-close tasks of that same type when they are no longer past due.

**Please note, if you do not use AR Reps, then alert will create new AR Task and you can search for those by running the open tasks list and filter it by "SysGen" activity type.

Variable Set Up:

VariableW allows you to either create new tasks for customers who have an existing task or not, as you prefer.

VariableX is the TaskType (you'll need to create it in eAuto, or change VarX to match the one you have) for the newly-created Tasks which will also be auto-completed by the logic once there is no longer a past due balance.

VariableY allows you to specify one TermCode that you will override with 'grace days' for (might not want to chase your Net2 customers right away)

VariableZ is the number of grace days to allow clients with overdue invoices of TermCode Y (so, for instance, enter '5' here to chase your Net2 customers when they're 5 days past due).

VariableX and VariableZ do NOT support multiple entries separated by comma. Note that tasks will not be closed if the client has 'anything' past due, including a positive balance.

 

ID605 - Whereas ID604 will create new AR Tasks of a given Type and then close them when no longer required (customer no longer past due), ID605 will auto-close the AR Tasks your staff create manually as a part of the collection process (again, once that customer is no longer past due per the AR Console).

This assumes your staff are creating those tasks of a certain Type which you set in VariableX above so the alert knows which tasks to consider closing.

VariableX is the TaskType (you'll need to create it in eAuto, or change VarX to match the one you have) for the newly-created Tasks which will also be auto-completed by the logic once there is no longer a past due balance.

VariableY allows you to specify one TermCode that you will override with 'grace days' for (might not want to chase your Net2 customers right away)

VariableZ is the number of grace days to allow clients with overdue invoices of TermCode Y (so, for instance, enter '5' here to close AR Tasks even if invoices are less than five days past due).

VariableX and Variable do NOT support multiple entries separated by comma. Note that tasks will not be closed if the client has 'anything' past due, including a positive balance.

 

AND use alert ID182 to ensure the AR person is completing their tasks and not just leaving them open.

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