Notifies when an active Service Contract contains more than one rate increase scheduled, for the same type of billing
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will review active contracts to see if you have two or more conflicting automatic rate increases set up on a single contract for the same billing type (base or overage). While some companies have multiple rate increases set up for the same billing type intentionally (example: they bill equipment base on the meter groups tab, but bill for IT items base on the Installment Base Billing tab), it is important to catch it when that's not the case and it's an error in setup. This ensures that the contract will increase as intended.
The alert output will let you know which contract it conflicting rate increases on, what billing type it located it under as well as where on the contract the conflicting increases are present.
Run Schedule: Weekly on Monday afternoons
Type of Output: Email
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Sample
Sample
ID892 Output contains the Company Branch, Contract Number, Conflict Type (if it's occurring on the base or overage increases), Conflict Levels (where it's occurring in the contract), Creator of the increases, and Date of Creation of Increases.
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Variables
Variables
Variable W: Add in the Branch Numbers that you want included in this alert. If you want to include all Branches, leave the Variable blank.
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Alert Functionality
Alert Functionality
1. Alert reviews active Service Contracts in the system, looking at their Base and Overage Rate Schedules, which control the scheduled rate increases. Below are where base and overage increases are setup on the contracts.
Base Rate Schedule on the Installment Based Billing Tab:
Base Rate Schedule on the Meter Groups Tab:
Base Rate Schedule on the individual Meter Group:
Base Rate Schedule on the individual Equipment:
Overage Rate Schedule on the Meter Groups Tab:
Overage Rate Schedule on the individual Meter Group:
2. If the contract contains more than one rate increase setup for the base, or more than one rate increase set up for the overage on the same contract, then it includes those findings on your emailed alert.
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Best Practices & Tips
Best Practices & Tips
See our post about Creating Automatic Contract Increases on your Contracts.
See our post about Creating an Eview for Contract Rate Increases for further visibility into your rate schedules.
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Related Alerts
Related Alerts
ID261 - Contracts With No Scheduled Increases For Base Or Overage Overview & Sample
ID20 - Contract Overage Rate Check, Overview & Sample
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