Notifies when a Customer Tax Exempt Certificate is due to Expire
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
For clients who wish to track their customers Tax Exempt Certificate expiration date, to ensure an up to date certificate is on file at all times. Requires that you assign the current expiration date on the customer records that you want to track.
Run Schedule: Daily
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property that is used to track the expiration date of the certificate on a customer record
Variable X: # of days you want to be notified before the certificate expires, default is 30 days
Variable Y: Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL branches
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Alert Functionality
Alert Functionality
This process monitors the expiration date set in a customers record for any customer you wish to track their certificate date.
- Set the expiration date in ZCJTaxExemptExpiration
If this property is missing as an option, see this link for setup instructions
- A customer must be set to active in order to report on the alert.
- The alert does not consider any Exempt Code identified or other Tax Code data recorded on the customer record to exclude from reporting. The alert does include that information on the alert purely as a reference only (per above example in the Sample section).
- Use Variable X # of days to identify when you want to be notified. If you set 30, and the expiration date on a customer record is set to 1/31/25, that customer will start reporting on 1/1/25 and will keep reporting until either one of the below happens:
a) the date is extended out for another year, once you receive a new certificate, or
b) the date is deleted from that customer record, as you have no need to track it anymore
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Best Practices & Tips
Best Practices & Tips
Custom Property Set Up
Custom Property Set Up
If you do not see that the custom property has already been created in eAutomate, you will need to create it one time in eAutomate, in order for it to be an option to add on a Customer Record
In Tools / Lists & Codes - go to Attributes / New and create per below example.
Copy/Paste the Attribute Name ZCJTaxExemptExpiration
(This is per your Variable W default setting, if you renamed it in Var W, you must copy/paste that name in below)
Once the Attribute is saved, you now need to add it to the Custom Property.
Under Tools / Configurations(Custom Properties) - Add to Existing Customer Custom Property, if not available create one
Now your Custom Property is ready to be applied on any customer record as needed
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Related Alerts
Related Alerts
NONE
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