Alert of service calls invoiced against specified contract types.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This process is designed to help organizations that maintain separate contracts for lease payments and service revenue verify that service calls are invoiced against the proper contract. When service calls are mistakenly assigned to the lease contract instead of the appropriate maintenance contract, it can lead to billing errors and inaccurate profitability reporting.
The alert checks for invoice service calls that are linked to the contract types specified in variable W. This allows users to be alerted when a service call is billed under a contract type that may not be appropriate for the service activity and make needed corrections.
Run Schedule: Daily at 5:30 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Contract Type Code(s) - List the contract type codes to trigger the alert, separating multiples with commas. At least one contract type code is required.
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Alert Functionality
Alert Functionality
1. The alert checks for invoiced service calls where the contract assigned to the service call is one of the types specified in Variable W.
2. Contract codes can be found in e-automate in Tools - Lists and Codes - Contract type:
3. The alert will only trigger on each service call once.
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Best Practices & Tips
Best Practices & Tips
1. Best practice for leasing contracts is to set the bill code to a time and materials one, to properly exclude all items from being included on a bill code, you'll need to use the advanced bill codes in e-automate. See this link for details on how to create advanced bill codes.
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Related Alerts
Related Alerts
None at this time.
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