If you want your contract revenue & costs correctly broken out by branch it's important that the correct branch is set in ALL locations. There are drop-down fields where you manually populate the branch and it's easy to get one wrong. If they are set to the wrong branch then costs and revenue are being allocated to the wrong branch.
This alert checks branch on the customer record that the equipment is assigned to, branch on the equipment record, branch on the contract record and branch on the equipment within the contract record.
Equipment Detail Contract Record:
Have more questions? Submit a request