Daily alert showing new lease records created in the past 24 hours.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Managing leases is a complex process that involves logging them in e-automate, filing with the leasing company, and ensuring that commissions are paid. At the end of the lease, accurate records are essential for tracking key dates, such as when a lease is nearing its end, so reps can follow up with customers or arrange for equipment returns or replacements.
The ID885 report supports this process by generating a daily summary of new lease records created in the last 24 hours, allowing admin managers to review critical data and catch data entry errors.
If you are using ID667, to keep your leases in sync with the leasing company, you are already comparing this information, so no need to subscribe.
Run Schedule: Monday to Friday at 9 AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Term Days Less Than - Enter the minimum number of days for the lease term; lease records that have a term less than this will be flagged at the top of the email report.
Variable X: Finance Amount Less Than - Enter the minimum financed amount for the lease; lease records that have a financed amount less than this will be flagged at the top of the email report.
Variable Y: Payment Amount Less Than - Enter the minimum payment amount for the lease; lease records that have a payment less than this will be flagged at the top of the email report.
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Alert Functionality
Alert Functionality
1. The alert reports all new leasing records entered since the previous run of the alert.
2. The alert will only report on each lease record once, unless new equipment is added to the lease record. Then the alert will report only on the new equipment.
3. The email will flag lease records based on the values set in the variables:
1 - If the financed amount on the lease record is less than the number in Variable X
2 - If the billing periods on the lease record are less than the number in Variable W
3 - If the payment amount on the lease record is less than the number in Variable Y
4. Lease records are found by going to Service - Leases:
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Best Practices & Tips
Best Practices & Tips
1. See this post for details on managing lease records in e-automate
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Related Alerts
Related Alerts
ID64 - Preview of Lease Data for Admin
ID65 - Lease Still Active and Expiring in W Months (For Sales)
ID667 - Update service leases in e-automate
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