This alert provides a snapshot of your active time block based contracts, showing the unearned balance and hours remaining.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert provides a snapshot of your active time block based contracts, showing the unearned balance and hours remaining. This allows you to monitor activity and make adjustments accordingly when a client is low or consistently has no activity.
Run Schedule: Weekly on Tuesday afternoon
Type of Output: Email
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Sample
Sample
The output of this alert contains the Contract Number, Customer Name and Number, Unearned Balance of the Contract and the Hours remaining on the Contract.
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. This alert reviews active Service Contracts in eAutomate that are set up as Deposit Based Billing
2. Once contracts are located, the alert retrieves the contract's remaining hours or unearned balance
First screen shot below shows a deposit based contract that tracks its balance in dollars, the second screen shot shows a deposit based contract that tracks its balance in hours.
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Best Practices & Tips
Best Practices & Tips
Determining which Contract Types in your system are setup as Deposit Based Billing:
1. In eAutomate select Tools from the top toolbar, then select List and Codes
2. From the List or Code Type dropdown select Contract Type
3. The list of Contract Types will appear. To see if one of the types is setup as Deposit Based, highlight the row for that Contract Type and click Edit from the options in the upper-left side.
4. The Contract Type will open up, and if the Deposit Based Billing is selected as the Billing Method then this Contract Type is setup as Deposit Based
Click this link to see our documentation on setting up time based contracts.
Note that this alert does not have the ability to consider eAutomate Advanced Bill Codes
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Related Alerts
Related Alerts
ID687 - Deposit Based Contract History Detail Report for Customer Reconciliation Overview & Sample
ID313 - Deposit Based Contract Drops Below X Overview & Sample
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