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 the contract. Contract administrators wanted this alert daily so they would know if another user in another department 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: Exclude Contract Type Code(s) - Enter the exact contract type codes to exclude, separate multiple contract types with commas. Leave blank to report on all contract types.
Variable X: Exclude Contract Bill Code(s) - Enter the exact contract bill codes to exclude, separate multiple contract bill codes with commas. Leave blank to report on all contract types.
Variable 1: Exclude Contract Bill Group(s) - Enter the exact contract bill groups to exclude, separate multiple contract bill groups with commas. Leave blank to report on all contract types.
Variable 2: Exclude Customer Type(s) - Enter the exact customer types to exclude, separate multiple customer types with commas. Leave blank to report on all contract types.
Variable 3: Exclude Contract #'s by Prefix - Enter characters found at the beginning of the contract numbers to exclude. For example, entering **CW will stop the contract templates for ID964 from showing up on this alert.
Variable Y: Branch Numbers - Enter the branch numbers to trigger on, separating multiple branches with commas. Leave blank to trigger for all branches.
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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, and 1 to exclude contracts from consideration based on Contract Type(s), Bill Code(s), and 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. Variable 3 only allows for one entry and will exclude any Contract Number beginning with your entry. For example, **CW at the start of the Contract Number would be excluded because Variable3 as **CW.
5. Last Note shown on email is the 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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