This alert will notify you of contract invoices that have been billed but were not pushed to the customer document queue. This alert is to be used best when you have specific eAutomate users billing to 3rd party lenders and others billing direct to customers or ITT partners.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert notifies you when your users have billed contract invoices through the billing queue but did not push the invoices to the customer document queue. The customer document queue is what invoices are sent out of eAutomate from in bulk. This alert assumes that you have specific users billing invoices that bill to a 3rd party lender and others that bill to customers or ITT dealers directly as the output of the alert lists the user ID for your review. Invoices that bill to your lenders typically don't send to the lender as it is an internal receivable meant for you to apply payment to when received by the lender.
Run Schedule: Weekdays at 8 A.M.
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter the eAutomate user login IDs that create invoices that you want considered in this alert. If multiple, separate with a comma.
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Alert Functionality
Alert Functionality
1. Alert reviews contract invoices that billed in your system yesterday
2. Next, alert reviews which invoices were sent to the customer document queue that same day
3. The alert finds invoices that were billed yesterday but not sent to customer document queue and reviews those to see if any were billed by the User ID(s) listed in Variable W
4. Alert output includes invoices not sent to customer document queue yesterday and were billed by any of the User IDs listed in your Variable W
Note that you can find when contract invoices billed as well as what user ID created them in eViews.
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Best Practices & Tips
Best Practices & Tips
It is best practice to review this alert output when received to determine if there are any invoices that billed to a non-lender account listed. From there, you should check in with the users that generated the invoices to have them validate if they should be sent out or not.
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Related Alerts
Related Alerts
ID274 - Documents Left in EAutomate Print Queue OR Invoices Not Printed Overview & Sample
ID697 - To Delete $0 Invoices OR Invoices for Customer Type(S) VarW from Document Queue Overview & Sample
ID446 - Remove Voided Invoices in Document Queue Overview & Sample
ID437 - Email Invoices from the Document Queue Overview & Sample
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