This alert will notify you any time there is a piece of equipment assigned to a customer record in your e-automate that is on a contract for a different customer record.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert looks for potential errors where an equipment record for one customer is on a contract for a different customer. This process assumes that your standard practice is to have the customer number on the equipment record be exactly the same as the customer number on the contract.
You will only be notified once of any mismatch. This is to ensure you are not notified repeatedly for an instance that you deem to be accurate and a one-off outside of your normal practice. Since this only reports instances once, the first time the report runs there may be several. After that, you'll be notified of new results only where the equipment was added to contract since the last time ID487 reported to you.
Run Schedule: Daily P.M.
Type of Output: Email
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Sample
Sample
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Variables
Variables
This process has no variables.
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Alert Functionality
Alert Functionality
1. This alert looks for equipment records that are currently on an active contract. It takes note of the customer number listed in the header of the equipment record.
2. Next, the alert looks at the contract that the equipment record is currently active on and takes note of the customer number in the header of the contract record.
3. If the customer numbers do not match the alert will notify you.
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Best Practices & Tips
Best Practices & Tips
It is best practice to have the customer number on the equipment record be exactly the same as the customer number on the contract. The customer number on the equipment record should be the parent customer number for the customer as the location address holds the child customer number.
If there are one-off situations where they do not match and it is on purpose, you can ignore the alert.
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Related Alerts
Related Alerts
ID48 - Equipment Assigned to a "Location Customer" vs. "Parent" Overview & Sample
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