This alert will notify you when an active contract of a specified bill code does not have meter groups and/or an overage billing cycle, and/or has a meter group with no overage rate.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will notify you of contracts that may have been set up incorrectly and alerts you based on the bill code of the contract that you want to know about. The alert will advise if the contract does not have meter groups, or if the meter group(s) present does not have overage rate(s). It will also let you know if the contract does not have an overage billing cycle set up on it. This alert can be very helpful to your contracts department as contract set up is a manual process and there is room for error.
Run Schedule: Daily at 5:30 P.M.
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter the contract bill codes you want this alert to report on, ensuring it is the bill code and not bill code description. For multiple, separate with a comma. This Variable is required to be completed.
Variable X: Enter the custom property name that will be used to exclude contracts from the alert. This should show as ZCJ_ExcludeContractID160.
Variable Y: Enter branches you want included or leave blank for all. For multiple, separate with a comma.
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Alert Functionality
Alert Functionality
1. Alert reviews active contracts in your system that have a bill code you specified in Variable W.
2. Alert reviews the customproperties tab of the contract to ensure the ZCJ_ExcludeContractID160 property doesn't have Yes selected. If it does, it removes that contract from its review.
3. Alert reviews the three criteria below and reports findings on the alert output.
a. Missing meter group
b. Missing overage billing cycle
c. Missing meter group overage rates
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Best Practices & Tips
Best Practices & Tips
We recommend having this report send to your contracts team and contracts manager to keep them in-the-know of potential contract setup and therefore billing issues. Once the contracts team has reviewed the contract listed on the alert output, they'll resolve the error, or if they determine it is set up properly, they'll update the custom property to Yes to have the alert omit this contract in the future.
Custom Property Set Up
Follow the steps below to set up the custom property to be available on your contracts.
1) In e-Automate click tools from the top tool bar and then select list & codes
2) from the list or code type dropdown options select attributes
3) select the new button on the upper-right side
4) create the new attribute by completing the fields below and clicking OK
attribute name = ZCJ_ExcludeContractID160
description = CEO Juice Alert ID160
data type = yes/no
5) from the list or code type dropdown options select configurations (custom properties)
6) from the configurations list double click on the contract configuration
7) from the available attributes dropdown select the attribute you created, uncheck the default value box and click quickadd to add it to the selected attributes list. Then click OK to save the configuration.
8) you will now see this custom property in your contract custom properties and you can enter your review dates into this field
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Related Alerts
Related Alerts
ID261 - Contracts with No Scheduled Increases for Base or Overage
ID293 - Contract Equipment Not in Any Meter Group
ID739 - Active Metered Contracts No Base Charge and No Base Clicks
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