Notify sales rep when their customer's metered billing contract generates an invoice, quick summary of covered copies, overages billed,dollars and usage.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert notifies your sales reps whenever a contracted customer of theirs has billed a contract for a metered equipment billing contract. The alert reviews invoices billed on an hourly basis, so your sales reps are notified quickly. The emailed alert the sales rep receives will contain information such as the contract number, the billed amount, the allowances and billed usage. This alert can be helpful for reps who like to be in-the-know of their customer's billing trends and like to be able to ask questions internally about contract invoices once billed or have conversations with customers soon after they receive the invoice if the invoice is larger than usual.
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
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Variables
Variables
This alert has no variables.
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Alert Functionality
Alert Functionality
1. Alert reviews contract invoices billed in your system every hour that bill for metered equipment on meter groups such as the contract below.
2. The alert looks to ID320 subscription/tables for rep assignment and if blank then looks to Customer Bill To on the contract in eAutomate.
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Best Practices & Tips
Best Practices & Tips
None at this time.
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Related Alerts
Related Alerts
ID869 - Notify Sales Rep That Contract Has Billed Non-Metered Contracts Overview & Sample
ID589 - Advise Sales Rep Invoice Paid Or Credited Overview & Sample
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