This alert is for deposit-based contracts and will send out a contract history statement to your customer(s) showing the starting balance and all contract charges/credits from the start date of the contract through the date the report runs.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is designed to keep your customers in-the-know of their deposit-based billing contracts. When a customer receives the contract history detail report, it will show them the charges and credits for that contract since the very beginning. Many customers request this information be sent to them in order for them to reconcile the charges, credits and use of the contract with their records. You will designate which contracts will receive this report as well as how often by adding a custom property in their contract and having the contact listed in the contract.
In order for this alert to work, you must be recording service activity for the customer against their contract. See this link for best practices on that.
Run Schedule: Define by each contract's custom property recurrence selection
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter the contract types you want considered in this alert. If entering multiple contract types, separate them by a comma.
Variable X: This is the attribute name required as a custom property on the contracts you select to be a part of this alert. This enables or disables the frequency the report is sent to the customer. We will set this custom property up for you and enter it into this variable field.
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Alert Functionality
Alert Functionality
1. Alert looks in your system for contract types that are listed in variable W.
2. Next, alert looks in the customproperties tab of these contracts at what is in the field for the ZCJDisableHistoryReport custom property box.
Depending on what is selected in the custom property, the alert will send the report to the customer based on that recurrence listed.
Custom Property options:
Disabled - tells the task to not process the contract at all
Monthly - Processes on the first of the month regardless of any activity in prior month or not
MonthlyIfActivityOnly - Processes on the first of the month, but only if the previous month had activity against contract
BiMonthly - Processes on 1st and 15th of the month regardless of activity or not in previous period
BiMonthlyIfActivityOnly - Processes on 1st and 15th but only if previous period had activity against contract
OnActivity - Processes only when a service call is invoiced against the contract, no set schedule
3. Lastly, the alert looks for the contact listed on the billing/contact tab of the contract, and they are the recipient of the alert output emailed out.
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Best Practices & Tips
Best Practices & Tips
See this link for setting up deposit-based contracts.
Locating and creating new contract types:
1. In eAutomate to top Tool from the top tool bar and select List and Codes
2. From the List or Code Type dropdown, select Contract Type
3. Once selected, the list of your contract types will appear. You can highlight an item and click Edit to view/edit the contract type detail.
4. To create a new contract type click New from the options at the top and complete the details.
Custom Property Set Up
We setup the required custom property for this alert ID when we install the alert for you.
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Related Alerts
Related Alerts
ID313 - Deposit Based Contract Drops Below X Overview & Sample
ID835 - Time Block Based Contract Snapshot Overview & Sample
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