Daily notification of meter group credit rate different than overage
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Overview
Overview
Some dealers will give their customers credit for test copies run by the technician, it's important that the credit be at the correct rate.
eAuto has auto increases for overage rates, but not on credit rates causing discrepancies over time. When using the overage method of 'Allowance with credits', your overage rate can be set to auto increase (via Contract Overage Rate Schedule), but the credit rate doesn't auto increase alongside the set overage rate.
This process will tell you about those contracts so you can fix.
Run Schedule: Weekday Afternoons
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter Branch Numbers to trigger on, separated by comma, or blank for ALL
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Alert Functionality
Alert Functionality
1. Will notify of Contract Records where Credit Rate is different than the Overage Rate on the Meter Group - only reports ONCE (see #3 and #4 below). Allowance with Credits found in Meter Group on Contract Record:
2. Sample Meter Group with Credit Rate different from Overage Rate:
3. Alert will be limited to 250 records each time it sends out and will only report on those records once. Each following weekday it will report on another new qualifying 250 records. For example, if you have 900 qualifying records when you first subscribe on a Monday, you will get an email with the first 1-250 records, then on Tuesday you will get records 251-500, on Wed they'll get 501-750, Thurs 751-900, then on Friday if nothing new has qualified you won't receive anything.
4. If requested, we can set alert to send ALL qualifying records in one email. We can even leave the alert in that mode so each day it will send ALL qualifying records (instead of no longer reporting records it has already reported the day before).
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Best Practices & Tips
Best Practices & Tips
1. Don't see this overage option? Go to List and Codes / Options / Contracts / Meters/Overage to select:
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Related Alerts
Related Alerts
None at this time
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