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ID347 - CM Service Call at Zero $0 but no contract associated to call, Overview & Sample

$0.00 Service Invoice with no Contract Record on Equipment Record

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Overview

Overview

Ever let a $0 bill go out the door because the bill code didn't reflect it was billable, even though your customer did not have a contract associated with this equipment record?

This alert was written for a client who wanted an alert if a service call was at $0 but no contract was associated regardless of the billing code used. This alert only selects CM (corrective maintenance) call types. It does not take into account any other call types (PM / Other / Courtesy / etc).

 

Run Schedule: Hourly

Type of Output: Email

 

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Sample

Sample

ID347Sample.PNG

 

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Variables

Variables

ID347Variable.PNG

Variable W: Branch Number(s) alert should fire on (separated by comma or leave blank for ALL)

 

 

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Alert Functionality

Alert Functionality

-Alert only considers Corrective Maintenance Call types. If the call is invoiced for $0.00 AND there is no Contract Record linked to Equipment Record, then alert will notify of invoiced call.

ID347Contract.PNG

 

 

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Best Practices & Tips

Best Practices & Tips

-If there is no Contract Record linked to Equipment Record, then eAuto uses the Bill Code on Equipment Record to determine what to bill or not bill for:

Equipment Record should be reviewed. Does Bill Code need to change? Is there a Contract Record needing to be set up?

ID347BillCode.PNG

-Use our alert ID35/46 series to help manage new installs.

 

 

 

 

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Related Alerts

Related Alerts

ID35 - Ensure new customer is not billed for supplies/service

ID47 - Ensure contracts are set up timely for new customer + install bill code updated

ID66 - Call with billable code at no charge

 

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