An alert to notify of equipment records that do not have a bill code set.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will monitor your equipment records to ensure that you have a Bill Code assigned to the record. The alert can trigger for all equipment records, or only those where the model is set as a host.
Run Schedule: Daily in the morning
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Host or All - Enter Host to only check equipment where the model is marked as a host, or All to check all equipment records.
Variable X: Branch Filter - Enter the branch numbers for the alert to trigger on, separating multiple branches with commas. Leave blank to check all branches.
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Alert Functionality
Alert Functionality
1. The alert checks for equipment records where the bill code on the record is blank:
2. The alert can either check all equipment records or only those where the model is set as a host:
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Best Practices & Tips
Best Practices & Tips
1. Best practice is to assign a time and materials bill code on the equipment records. If the equipment record is assigned a time and materials bill code, when the equipment comes off contract, any service calls that the equipment is used on will be chargeable to the customer.
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Related Alerts
Related Alerts
ID547 - Call Has Been Created And/Or Dispatched with No Bill Code Assigned
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