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ID64 - Preview of Lease Information for Admin to Ensure Accuracy Overview & Sample

Review of Service Lease Records entered in eAuto

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

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Overview

Overview

This alert should go to your contract/lease department so they can review the leases for accuracy and make the necessary adjustments in eAutomate. This alert should go at least a day or two before the 2nd alert that goes to your sales team. 

Run Schedule: Last Day of Month

Type of Output: Email

 

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Sample

Sample

Summary Sample:

Summary_Sample.png

 

Detail Sample:

Detail_Sample.png

 

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Variables

Variables

ID64Variables.PNG

Variable W: Expiring within W Months - set how many months of expiration date out you want to see on alert 

Variable X: Note Type used for eAutomate Notes on Service Lease Record

Note types in Tools / Lists and Codes:

Note_Types.png

Notes entered here on Service Lease Record:

Note_Link.png

Variable Y: Alternate email to send to when no Sales Rep set on Customer Record

When no Sales Rep listed on Contact Record, then who should email be sent to in place of actual Sales Rep. Perhaps this is your Lease Administrator or Sales Manager.

Sales_Rep.png

Variable Z: Enter Detail or Summary to indicate the mode you want the output to be in

Variable 1: Lease Codes to exclude (leave blank to report ALL)

Lease Codes found in Tools / Lists and Codes / Contract Lease Code:

Lease_Code.png

Variable 2: Branch numbers alert fires on (list multiple branches separate by commas). Leave blank for ALL branches

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Alert Functionality

Alert Functionality

-Alert is showing details entered on Service Lease Record in eAuto:

Service_lease.png

-If you've selected Detail Mode (VariableZ), you must be adding Equipment to Service Lease Record otherwise the lease record will NOT show on email

Equip_Linked.png

 

 

Active.png

-The Note column will show the most recent note from either Service Lease OR Contract Leases: 

Service Lease Record:

Contract Lease Notes:

OR it will show the most recent note in Contract Record Lease Tab:

 

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Best Practices & Tips

Best Practices & Tips

 

-Be sure to mark Service Lease Records as inactive when they are terminated / buy out/upgrade completed otherwise those leases will continue to report

Active.png

 

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Related Alerts

Related Alerts

ID65 - Leases Still Active and Expiring for Sales

ID667 - App to quickly update Service Lease records in eAuto

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