Alert to report on equipment that has a warranty bill code, as specified in Variable W, and the warranty date has passed.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert checks all host active equipment that has been assigned a bill code that starts with the characters you specify in Variable W and alerts you if the warranty date on the equipment is less than today, so that someone will change the bill code to the appropriate bill code. If you place equipment that will not be going onto a contract and/or the contract won't start until the warranty date on the equipment expires, then this process works as well. Note that if you enable the To-Rep checkbox, you will be sending to the rep who last sold the equipment.
Run Schedule: Daily at 8 AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Warranty Bill Code String - Enter the character string that indicates the bill code is for warranty equipment. The alert will trigger for any bill code that contains this string.
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Alert Functionality
Alert Functionality
1. Equipment records must be active (1), and the model must be set as a host and not as an accessory (2):
2. The bill code on the equipment record must match the string set in Variable W.
Bill codes are found in e-automate under Tools - Lists and codes - Bill Codes:
Entering 'WTY' in Variable W will result in the alert triggering for any equipment records that have a bill code that contains 'WTY'.
3. The warranty expiration date on the equipment must be prior to the date the alert runs.
4. The alert will continue to report on the equipment record until the bill code is changed.
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Best Practices & Tips
Best Practices & Tips
The warranty date on the equipment record is one that needs to be manually updated. You'll want to ensure that it is part of either your sales process or inventory process to update this field so that the alert will trigger.
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Related Alerts
Related Alerts
ID443 - Alert At The End Of The Day For Closed Calls With Equipment Still Under Warranty
ID561 - New Call Opened for Equipment Under Warranty
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