This alert will advise you of any new Billing Account Codes created, as well as any changes to existing Billing Account Codes.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert notifies you anytime a new Billing Account Code is created, or an existing Billing Account Code is edited. These Billing Account Codes are used on Bill Codes within Equipment Records and Service Contracts to drive items such as what accounts and departments labor and travel fall under for revenue, cost of labor, payroll expense offset on Equipment or Contract transactions.
It is important to know when a new Billing Account Code is created in your system to be aware of any potential code created as a duplicate of an existing code. Additionally, knowing when an existing code is updated can help you avoid errors with contracts or equipment being set up with wrong codes and existing contracts or equipment now having incorrect rates or coverages due to prior bill code selections.
Run Schedule: Daily at 5AM
Type of Output: Emailed PDF
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Sample
Sample
You will receive an email with a PDF attached that will look like the sample output below. Note that you will receive this alert even if no changes are present and the output will be blank.
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Variables
Variables
This alert does not have variables.
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Alert Functionality
Alert Functionality
This alert reviews Billing Account Codes in the system that have experienced updates in the last 24 hours. These updates can be changes to any of the fields on the code or creation of a new code.
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Best Practices & Tips
Best Practices & Tips
Locating Billing Account Codes in eAutomate:
In eAutomate, select Tools from the top toolbar and select List and Codes.
From the dropdown for list or codes, select Billing Account Codes.
The list of Billing Account Codes will appear, and changes found on this alert were made either by selecting New or Edit buttons.
Billing Account Codes in Equipment Records in eAutomate:
In eAutomate, select Equipment from the top of the screen.
From the list of equipment that appears, double click on an equipment line item to open it.
On the Equipment Record, go to the Billing/Contact tab and see Bill Code. Click the downward pointing arrow next to the Bill Code and select Edit to view the Bill Code details.
The Billing Account Code is present in the header of the Bill Code
Billing Account Codes in Service Contracts in eAutomate:
In eAutomate, select Contracts from the top of the screen.
From the list of Contracts that appear, double click on a contract line item to open it.
On the Contract Record, go to the header and see Contract Bill Code. Click the downward pointing arrow next to the Bill Code and select Edit to view the Bill Code details.
The Billing Account Code is present in the header of the Bill Code
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Related Alerts
Related Alerts
ID638 - Audit Report Of Bill Code Records, Overview And Sample
ID547 - Call Has Been Created And/Or Dispatched With No Bill Code Assigned, Overview And Sample
ID128 - Closed Calls For Previous Week Of Bill Code Or Call Type Or Problem Code, Overview & Sample
ID656 - Call Opened Of Call Type Category OR Call Type OR Priority OR Bill Code OR SLA Code Overview & Sample
ID268 - New Sales Order Created With OEM And/Or OEM Compatible Item With Contract Types X Or Bill Codes X Associated To It, Overview And Sample
ID546 - Equipment Records With No BillCode Assigned, Overview And Sample
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