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ID174 - Contract Record Change Audit - Overview & Sample

A daily audit log of changes to Contract Records. 

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Overview

Overview

This alert is an audit log of changes to existing Contract Record(s). One excel workbook containing up to seven worksheets - Summary / Contracts Updated / Contracts Created or Terminated  / Contract Equipment or Items Updated / Contract Equipment or Items Created / Meter Groups Updated / Meter Groups Created. 

ID174_Worksheets.PNG

Run Schedule: Daily at 6 pm

Type of Output: Email

 

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Sample

Sample

You will receive one email containing excel workbook:

Worksheets: Summary / Contracts Updated / Contracts Created / Contract Equip Items Updated / Contract Equip Items Created / Contract Meter Groups Updated / Contract Meter Groups Created

ID174_Worksheets.PNG

Sample Summary Worksheet:

ID174SummarySample.PNG

 

Sample Contracts Updated Worksheet:

ID174ContractsCreated.PNG

Sample Meter Group Updated Worksheet:

ID174MeterGroupUpdated.PNG

 

 

 

 

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Variables

Variables

ID174Variables.PNG 

VariableW: Enter branch numbers to report on (separated by comma) OR enter 'ALL' to send report for each branch OR enter  'Consolidated' for one company-wide report. 

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Alert Functionality

Alert Functionality

-Workbook will only contain worksheet for each section IF there are changes/additions to report on. If no qualifying records for that worksheet (i.e. Contracts Created or Terminated or Contract Equipment or Items Updated), then no worksheet in workbook. Summary sheet indicates 1 or 0 (Yes or No) if worksheet included. 

Example below, there are 0/No Contract Equipment/Items Created nor Meter Groups Created, so no worksheets for those included in workbook:

ID174SummaryShowingWhich.PNG

-Fields alert will report on if changes or new values made:

Contracts:

Contract, Customer, Customer Bill To, Customer Ovg Bill To, Contract Code, Bill Code, Lock Bill Code, Bill Group, Expiration Date, Expiration Copies, Exp Copies Exp Date, Base Cycle, Base Accrual Cycle, Base Rate, Base Sum Individual Rates, Lease Rate, Misc Charge Amount, Misc Charge Desc, Misc Charge GL, Misc Charge Dept, Bill Checkbox Enabled, Activated, Terminated, Renewed, Tax Code, Branch, Contract Lease, Terms, Sales Rep, Updator

Contract Equipments:

Base Rate, Remarks, Customer Location, Bill Code, Use Contract Lease, Start Meter Reading Group, End Meter Reading Group, Start Date, End Date (Equipment Number), Start Meter Reading Date, End Meter Reading Date, Start Pro Rate, Start Pro Rate Bill Now, Start Pro Rate Amount, End Pro Rate Bill Now, End Pro Rate Amount, Sync Location Address, Address, City, State, Zip, County, Next Base Increase Date, Pro Rate Start Auto Calc, Pro Rate End Auto Calc, Base Rate Sched Start Type, Base Rate Sched Start Date, Base Rate Sched Is Renewal Type, Tax Code, Termination, Quantity, Unit Base Rate, Updator

Meter Groups:


Meter Group, Meter Group Desc, Covered Copies, Apply To Expirations, Overage Type, Use Overages, # of Meters, Ovg Method, Credit Rate, Click Rate, Range Ending, Updator

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Best Practices & Tips

Best Practices & Tips

-Please see THIS POST on how last updator determined for this report

 

 

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Related Alerts

Related Alerts

ID169 - Item Change Audit

ID221 - eAuto Users Not Set Up Correctly (important to ensure last updator accurate)

ID325 - Customer Change Audit

ID611 - Equipment Change Audit

ID617 - Contracts Terminated Today

 

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Version 20190327 and older:

You Will receive six emails each time this triggers: 

-Two for Meter Group Info - Changes & Additions to: ContractMeterGroup, Description, CoveredCopies, AppliedToExpiration, OverageMethod, UseOverages, Rate, RangeEnding

ID174_Meter_Group.png

 -Two for Contract Header Info - Changes & Additions to: contractnumber, customer, billtocustomer, overagebilltocustomer, contractcode, billcode, billgroup, expirationdate, expirationcopies, basebillingcyle, baseaccrualcycle, baserate, ovgbillingcycle, sumindividualbaserates, miscchargeamount, miscchargedescription, miscchargeGL, miscchargeDept,BillEnabled, Activated, terminated, Renewed, taxcode, branch, contractlease, terms, salesrep, expcopyexpirationdate

ID174_Contract_Header.png

-Two for Equipment Contract Detail - Changes & Additions to:

BaseRate,Remarks,CustomerLocation,BillCode,UseContractLease,StartMeterReadingGroup,Startdate,Enddate,StartmeterReadingDate,EndMeterReadingDate,ProRateStart,ProRateStartBillNow,ProRateStartAmount, ProRateEndAmount,ProRateEndBillNow,EndMeterReadingGroup,SyncLocationAddress,Address,City,State, Zip,Country,NextBaseIncreaseDate,UnearnedBalance,ProRateStartAutoCalc,ProRateEndAutoCalc,BaseRateScheduleStartDatetype,BaseRateScheduleStartDate,BaseRateScheduleIsRenewalType,TaxCode,Termination, Quantity,UnitBaseRate

ID174_Equip_Detail.png

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