This alert notifies you if a contract has been cancelled for a customer that still has other active contract(s) of a specific contract type.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert notifies you when a contract for a specific customer has been terminated in your database, but that same customer has other active contracts still. The alert is designed to look for specific remaining active contract types that you specify in Variable W. This alert can be helpful in catching when your contract's department may not have terminated all contracts for a customer in error. The alert was originally created for notification of an equipment contract being terminated but the connectivity contract was left open.
Run Schedule: Daily at 7 A.M.
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter the contract type that remain open that you want to be notified of. Ensure the contract type is written exactly how it is in your system. If you want multiple, separate them by a comma.
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Alert Functionality
Alert Functionality
1. Alert reviews contracts that are terminated with today's date
2. Alert then reviews if there are any other active contracts open for the same customer with the contract type listed in Variable W
3. If any results are present of remaining active contracts with the contract type in Variable W, it will report to you the next morning.
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Best Practices & Tips
Best Practices & Tips
Best Practice for Terminating Contracts click here.
To learn about Termination Codes on Contracts, click here.
Locating and creating new contract types:
1. In eAutomate to top Tool from the top tool bar and select List and Codes
2. From the List or Code Type dropdown, select Contract Type
3. Once selected, the list of your contract types will appear. You can highlight an item and click Edit to view/edit the contract type detail.
4. To create a new contract type click New from the options at the top and complete the details.
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Related Alerts
Related Alerts
ID617 - Contracts Terminated Today Overview & Sample
ID636 - Terminated Contracts Overview & Sample
ID587 - Contracts Lost & Won (SSRS) Overview & Sample
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