ID463 - Contract Exp W Days Universal Overview & Sample:

This alert will notify on all contracts due to expire in a # of days; VariableW, VariableX or VariableY. An excellent catch-all or doublecheck to make sure your processes don't let any contracts fall through the cracks.

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

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This is a variant of alert ID19, which will check against certain Bill Codes. This alert checks all contracts, and assumes you set expiration dates on your contracts. VariableW is the farthest out # of days, then VariableX, and VariableY would be closest to expiration date and will notify once at each of those variable dates. This alert breaks down the contracts by groups based on their expiration date. Expired, Less than 30 days until expiration, 30 to 60 days, and within 90 days. A contract will only show on the alert once when it reaches each time frame bucket. This keeps the list to a manageable and actionable size. If you choose to have this go to the sales rep it will pull that information from your CRM if you are using ID320, if not it will pull the rep info from the customer record.


Run Schedule: Weekly on Wednesday

Type of Output: Email


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Variable W: Expiring less than W Days but more than X days from Today (Farthest ahead of expiration Date) Defaults to 90 if variable left blank

Variable X: Expiring less than X days but more than Y day

Variable Y: Expiring less than Days (the closet to expiration)


Variable Z: ContractType(s) to EXCLUDE (separate by comma or blank for NONE)

Variable 1: ContractType(s) to INCLUDE (separate by comma or blank for ALL)

Variable 2: Branch Numbers to trigger on, separated by a comma, or leave blank for ALL


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Alert Functionality

 The alert is looking to the expiration date set on your contracts here:



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Best Practices & Tips


 See this link for best practices on terminating contracts.


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Related Alerts

ID19 - Contract Expiring in X Number of Days, more details here.

ID799 - Service Call for a Lease-End Machine, more details here.


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