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ID257 - Active Contracts with Termination Code Overview & Sample:

Emails a list of contracts that have a termination code assigned, but are still showing as active.

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

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Overview

Overview

There should be no active contracts that have a termination code assigned, this alert will send you a list of these contracts. The contracts listed either need to be inactivated if they are truly terminated or the termination code needs to be removed if the contract should truly be active.

 

Run Schedule: Monday Mornings

Type of Output: Email

 

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Sample

Sample

ID257_Sample.jpg

 

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Variables

Variables

ID257_variables.jpg

Variable W: Branch numbers. List the branch numbers for the alert to trigger on, separated by a comma. Leave blank to trigger for all branches.

 

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Alert Functionality

Alert Functionality

The alert is checking contracts that have the status of Active, but either has a terminated date entered or a termination code entered on the contract:

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Best Practices & Tips

Best Practices & Tips

See this link for best practices for terminating contracts and this link for further details on using termination codes on contracts.

This alert is branch role eligible, see this post for more details on setting up the branch roles.

 

 

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Related Alerts

Related Alerts

 

 

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