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ID114 - Active Contract with Bill Contract Checkbox Turned Off Overview & Sample:

Notifies when Contract Record will not bill because the 'Bill Contract' checkbox is not checked.

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

 

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Overview

Overview

There is a check box on the Billing/Contact tab on service contracts labeled Bill Contract. If this check box is turned off then the contract will not show up for billing in the Contract Billing console, regardless of any other settings. But all sales orders and services calls will show as zero charge covered under contract. Contract administrators wanted this alert daily so they would know if another user in another dept or someone inadvertently turned off this check box. 

 

Run Schedule:  Daily

Type of Output: Email

 

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Sample

Sample

ID114_Sample.png

 

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Variables

Variables

ID114Variables.png

Variable W: Contract Type Code(s) to exclude - Enter the exact Contract Codes (multiple separated by comma or leave blank for no exclusions)

Variable X: Contract Bill Code(s) to exclude - Enter the exact Bill Codes, not Bill Code Descriptions (multiple separated by comma or leave blank for no exclusions)

Variable Y: Enter Branch Number(s) to trigger on, separated by comma, or leave blank for ALL

 

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Alert Functionality

Alert Functionality

1. Reports on active Contract Records where the Bill Contract box is not checked.

ID114 eAuto View.png

 

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Best Practices & Tips

Best Practices & Tips

**None at this time

 

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Related Alerts

Related Alerts

ID140 - Turn off the Bill Contract Check Box on contracts with unpaid invoices

 

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