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
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: Weekday Mornings
Type of Output: Email
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Sample
Sample
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Variables
Variables
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 1: Contract Bill Groups to exclude - Enter the exact Bill Group, not Bill Group Descriptions (multiple separated by comma or leave blank for no exclusions)
Variable 2: Customer Types to exclude (multiple separated by comma or leave blank for no exclusions)
Variable 3: Contract Numbers to exclude by prefix - Enter the characters to exclude - contract numbers beginning with the prefix letters/numbers (only one prefix allowed), for example: **CW to exclude ConnectWise Contracts
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.
2. Use Variables W, X, 1 to exclude contracts from consideration based on Contract Type(s), Bill Code(s), Bill Group(s). These variables are like OR statements, so any Contract Record with any of the code(s) listed in your variables will be excluded.
3. Use Variable2 to exclude Customer Type(s). These variables are like OR statements, so any Contract Record with any of the code(s) listed in your variables will be excluded.
4. Variable3 only allows for one entry and will exclude any Contract Number beginning with your entry. For example, **CW at start of Contract Number would be excluded because Variable3 as **CW.
5. Last Note shown on email, is last entered note (yellow sticky notes) as shown below:
5. Days Past Due is quantity of days Contract Record has not billed.
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Best Practices & Tips
Best Practices & Tips
1. Please see THIS LINK on Best Practices for terminating Contract Records
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Related Alerts
Related Alerts
ID140 - Turn off the Bill Contract Check Box on contracts with unpaid invoices
ID203 - Unbilled Contract Overages
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