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ID488 - Inactive Equipment on Active Contracts Overview & Sample:

This alert provides a list of inactive equipment that is still showing on an active contract.

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

 

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Overview

Overview

It's quite easy to make a piece of equipment inactive within e-Automate and forget to go to the contract to also take the equipment off of the contract record; this alert sends a list of devices that are inactive but still included on an active contract. While making the equipment record inactive will ensure that you do not place a service call or supply order on a device that's no longer in the field, leaving the device on a contract will cause issues when it comes time to bill the contract.
 
This is a recommended alert, we would suggest that this goes to your contracts administrator for review.

 

Run Schedule: Weekly on Mondays

Type of Output: Email

 

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Sample

Sample

 ID488.jpg

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Variables

Variables

ID488_variables.jpg

Variable W: Branch names. Enter all branches to trigger on, separated by a comma. Leave blank to trigger on all branches.

 

 

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Alert Functionality

Alert Functionality

Alert reviews equipment records that have an unchecked active box, are currently on a contract and do not have an end or exp date on that contract. Below is an example that you would be notified on. In these found scenarios, it is likely that the device should be termed on the contract, or the equipment record should be active.

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As seen below, the device still shows in the equipment list of the contract which means it will continue to bill with each base/overage until terminated in the areas below.

448 2.png

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Best Practices & Tips

Best Practices & Tips

 

See this link for best practices on removing equipment from a contract.

This alert is branch role enabled, see this link for more information on setting up branch roles. 

 

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Related Alerts

Related Alerts

ID113 - Shows a list of equipment terminated on contacts today. See this link for more information on this alert.

 

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