ID488 - Inactive Equipment on Active Contracts - Overview and Sample – CEO Juice

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

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

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Variables

Variables

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

Equipment is made inactive on the equipment record:

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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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Overview

Sample

Variables

Alert Functionality

Best Practices & Tips

Related Alerts

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