This is a process that will automatically go through your service contracts and uncheck the Bill Contract box on the contract, based on the number of past-due invoices set in variable W.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
With many dealerships who bill service through leasing companies, there are issues with the leasing company failing to notify them of particular accounts that are not paying the service portion of the payment. The dealership continues to bill the customer contract in the system, allowing the customer to receive service & supplies, sometimes for many months before the problem is identified. To stop the bleeding, a dealer requested that we create this alert to turn off the Bill Contract checkbox on any contract that was Active and had more than Variable W past-due invoices. When this option is unchecked, the contract will no longer appear in the billing queue to be billed, but the contract will still show as covered for service and supplies.
Run Schedule: Daily at 5 PM
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: Qty Unpaid Invoices - The number of unpaid invoices must be greater than this number for the contract to trigger the alert. For example, if set to one, the contract will trigger when there are two invoices past due on the contract.
Variable X: Custom Property - The name of the custom property used to disable contracts from being included in the alert. The default name is ZCJBillCheckOverride.
* * *
Alert Functionality
Alert Functionality
The alert will determine a list of contracts where the total number of contract invoices that are 30 days past due is equal to or greater than the number set in Variable W. The process uses the Due Date set on the invoice to calculate when the invoice is past due:
These contracts will have the Bill contract box on the contract unchecked:
This alert UnChecks the Bill Contract box only, it does not check the Bill contract box when the invoices have been paid. Once the contract invoices have been paid, you will need to manually check the box on the contract.
The alert will also add a note to the contract indicating that the automation unchecked the Bill contract box:
* * *
Best Practices & Tips
Best Practices & Tips
We highly recommend when you receive the email showing contracts that were updated by this task, you update the contract Status to Pending Payment. By following this best practice, when a call or order is entered for equipment on these contracts, EA puts a big red stamp on the transaction saying Pending Payment, to alert your team of an issue and not to process the transaction until discussed with management.
Custom Property Set Up
Custom Property Set Up
There is one custom property for this alert, ZCJBillCheckOverride. You can use this custom property to exclude contracts from ID140.
Attribute name: ZCJBillCheckOverride
Description: Allow Automated Bill Checkbox Update
Data type: Yes/No
* * *
Related Alerts
Related Alerts
ID114 - Active contracts with the bill contract box unchecked
* * *
0 Comments