ID488 - Inactive Equipment on Active Contracts - Overview and Sample

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.
There are no variables with this alert. This alert can be run weekly or monthly, the default schedule is Monday mornings.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk