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ID918 - Invoices Billing Overage or Underage Overview & Sample:

Process to monitor the base and overages/underages charges, and alert on changes

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

 

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Overview

Overview

Knowing if your customer's contract is too high or too low can help you maintain happy customers. This alert will monitor base and/or overages/underages so you can get ahead of any contract adjustments to consider. It can serve as quick heads-up to reps or management about individual invoices that might produce a shock when the customer opens them.

 

Run Schedule:  Weekly on Monday mornings

Type of Output: Email

 

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Sample

Sample

Screenshot_2023-04-17_at_1.53.19_PM.png

 

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Variables

Variables

 

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Variable W: Minimum base rate charge, default set to $10

Variable X: % of Overage to flag, default set to 30%

Variable Y: Minimum number of covered copies, default set to 1

Variable Z: % of Underage to flag, default set to 20%

Variable 1: Branch #s to trigger on, leave blank to run for ALL branches

 

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Alert Functionality

Alert Functionality

 

This alert looks at individual contract billings on an invoice, not the overall contract performance. It considers dollars-billed in addition to clicks-billed, which allows it to consider contracts with BaseRate but zero covered clicks. 

This alert cannot trigger when the BaseRate is $0 or the CoveredClicks is 0 since it has no number to compare actual-billed values to; although, as long as it has either a BaseRate or CoveredClicks it can be monitored for that one dimension.

Variables W and Y enable you to dial in the 'minimum contracts' to consider (for instance, you might not care that you billed a customer 200% over Base when the Base is $20).

The alert looks back 14-days for invoice created dates (not date on invoice).

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Best Practices & Tips

Best Practices & Tips

N/A

 

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Related Alerts

Related Alerts

 

ID321 - Alert on last Contract invoice if Overage > W% of Base or Underage <X% of Base (requires ECi Digital Analytics)

ID330 - Customer not hitting minimum volumes

ID256 - Invoices billing Overage or Underage

 

 

 

 

 

 

 

 

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