Notifies when a contract is set up with Location customer rather than Parent customer.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Best Practice is to set up contracts using the Parent customer as the main customer on the contract. This process will notify when a Location customer is assigned as the main customer on a contract rather than the Parent customer so the contract can be reviewed and corrected if necessary.
Run Schedule: Daily at End of Day
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Custom Property assigned to Contract to disable this process.
* * *
Alert Functionality
Alert Functionality
1. This process notifies when a contract record is created using a Location customer rather than a Parent customer as the main customer on the contract.
2. Process looks to Main customer on Contract record:
3. Location customers can be seen here on Parent customer:
4. Set Contract Custom Property ZCJDisable116Contract to 'Disabled' to contracts from this process:
* * *
Best Practices & Tips
Best Practices & Tips
1. Please see HERE for more information on Parent/Location Best Practice for customer, equipment and contracts.
Custom Property Set Up
Step 1 - Create ZCJDisable116Contract Attribute
Create new Attribute named ZCJDisable116Contract via Tools / Lists & Codes / Attributes:
Attribute Name: ZCJDisable116Contract
Description: Enable/Disable 116 Location Customer on Contract Alert
Data Type: User Defined Lookup
Lookup List:
Enabled
Disabled
Step 2 - Add ZCJDisable116Contract to Contract Configuration:
Add Attribute to Contract Configuration via Tools / Lists & Codes / Configurations (custom property)
Use QuickAdd feature and set default value to Enabled
* * *
Related Alerts
Related Alerts
ID891 - List of Equipment using the "Pencil" Edit Feature
* * *
0 Comments