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
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
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Variables
Variables
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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