Reports at the end of each day if active Service Contract is present in the system without a Bill Group assigned.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Billing Groups can be used on all contracts as a way to create batch groups (Week 1, Week 2, Week 3, etc...or US BanCorp..). This can also be a way to assign contracts to specific users that manage specific Bill Groups. Billing Groups can be filtered the the Contract Billing Queue as well as E-view reports. If users do not populate that billing Group field (on the Contracts Billing/Contact tab), this alert will notify you.
Run Schedule: Daily at end of day
Type of Output: Email
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Sample
Sample
ID158 Output contains the Contract Number, the Customer Name and the Bill To Customer Name.
See sample email below:
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Variables
Variables
There are no variables for this alert.
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Alert Functionality
Alert Functionality
1. Alert reviews the Billing Group field on the Billing/Contact tab on all active contracts in your database at the end of each day.
2. If this field is empty when the alert runs, you will receive a notification as seen in the Sample section above.
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Best Practices & Tips
Best Practices & Tips
Creating Bill Groups:
1. In eAutomate, from the top toolbar select List and Codes
2. From the dropdown options, select Contract Bill Groups
3. From this screen, you can see existing Bill Groups and edit them by highlighting their line item and click Edit from the upper left-hand options, or you can click New from the upper left-hand options
4. When creating a new Bill Group, enter the Bill Group Name and a Description. Ensure it is check marked as active and click OK to save. This will now show in your contract Billing Group options.
Filtering by Billing Groups in Contract Billing Queue:
1. In eAutomate, from the top toolbar select Service and then Select Bill Contracts
2. From the QuickSearch dropdown, select to search by either Bill Group Description or Bill Group Name
3. Enter the name or description you are looking for and click Go
4. All Contracts under the searched Bill Group will now be the only ones shown in the list
See our forum post on Grouping Invoices Best Practices
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Related Alerts
Related Alerts
ID293 - Contract Equipment Not In Any Meter Group - Overview & Sample
ID319 - Contract Meter Group Containing Color Meters And Has 0 Covered/Allowed Copies On The Metergroup, Overview And Sample
ID174 - Contract Record Change Audit - Overview & Sample
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