This alert is to let the tech know when they dispatch on a call that is for equipment where the lease expires in W days.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Ever put $1,500 of imaging units into a machine only to see it ship back to the leasing company a week later.
The alert emails when the service call status is dispatched, the logic behind that decision is that if you tell the tech when the call is assigned a few hours or days beforehand, they'll likely completely forget by the time they are in front of the equipment. The point of the alert is 'hey, don't spend a lot of my money on this machine' so best to let them know when they're actually on the way to service machine.
If the lease has gone month to month (evergreen), then the original lease technically is expired. If you don't wish to be alerted anymore then you could just deactivate the lease record. If you do wish to be notified in the future, then perhaps leave the lease record active and extend the expiration date out a few months, so you still get reminders every few months to ensure techs can be cautious when servicing the equipment.
Run Schedule: Every 10 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Number of days remaining on lease for alert to trigger. The default value is 90 for 90 days or less remaining on the lease.
Variable X: Branch Numbers for the alert to trigger on. Leave blank for all or enter branch numbers separated by a comma.
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Alert Functionality
Alert Functionality
If you have equipment reporting that is past its lease expiration date, you will need to mark the e-automate lease record as inactive to keep from firing on this alert. Lease termination date is set on the lease record (1):
(2) The equipment needs to be linked on the Equipment tab of the lease record:
You can also see the linked lease information on the Contracts/Lease tab of the equipment record:
This alert looks to our ID320 tables to determine the sales rep assignment for both listing on the alert and whom to send it to.
Notifies the technician when they are 'dispatched' to the service call.
The alert is branch role enabled. See this post for details on branch roles.
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Best Practices & Tips
Best Practices & Tips
Some users have asked if there is any way to exclude an account/machine from reporting on this alert. The alert does not have such a capability.
See this post for tips on lease set up in e-automate.
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Related Alerts
Related Alerts
ID64 - Preview of lease information to ensure accuracy.
ID463 - Contract set to expire in X days.
ID519 - Ensures New Leases are entered.
ID593 - Service call that might be a sales opportunity.
ID762 - Call Dispatched To Eqp On Contract About To Expire.
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