A daily report of Connectwise agreement invoices synced to e-automate for the day. You can also run this report on demand from the SSRS console.
Jump to Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
ID954 sends two emails daily, one that has an SSRS report attached with a list of all contracts updated that day, and an email that lists any unbilled contracts.
The SSRS report has two sections that each display important pieces of the sync. At the top is a list of any errors that the sync came across when trying to sync the agreements into e-automate. If you come across any errors in that list, see the table here for actions to take to resolve the issue.
The second part of the report displays the invoice that is used for the sync and the e-automate contract that was created or updated. It displays a quick glance at the items in the ConnectWise invoice and the line items on the e-automate contract, with the quantity and extended rate, so that you can verify that this information matches and the sync succeeded. If the totals on the e-automate and ConnectWise columns match, they will be displayed in green text. If they don't match,h they will display in red text.
The second email from ID954 displays a list of contracts that are updated by the sync, where the next bill date of the contract is within 5 days of the day the alert runs. This list will remind you of contracts that need to be billed in e-automate prior to the next month's invoice, updating the contract in e-automate.
Note this process does not notify you when contracts were terminated. We suggest using ID617 to be notified of that.
Run Schedule: Daily
Type of Output: Email and On-Demand SSRS Report
* * *
Sample
Sample
The first email sent by ID954 comes every morning and lists the contracts updated by the sync that have not billed yet.
The second email from ID954 sends at the end of the day and has an attached Excel report of all contracts updated that day by the sync.
* * *
Variables
Variables
This alert has no variables
* * *
Alert Functionality
Alert Functionality
These are the possible errors that you may see on the report:
Error Message |
Details |
| Customer Not Found | Check the customer record for the referenced invoice and add/correct the EA Customer# to the CW Company. * |
| Billing Customer Not Found | Check the customer record for the referenced invoice and add/correct the EA Customer# to the CW Company. * |
| BillTo Customer Not Found | Check the customer record for the referenced invoice and add/correct the EA Customer# to the CW Company. * |
| No NextInvoiceDate for this Agreement. Unable to set Base Billing Dates |
Update setting in ConnectWise: System > Setup Tables > Batch. Update the “days in advance” to 400, then the annual contracts will set a next invoice date. The batch settings run overnight, so changes made today don't affect agreements until tomorrow
|
| Error Adding Contract Base | Contact help@ceojuice.com to investigate |
| Error Adding Line Item | Contact help@ceojuice.com to investigate |
| Unknown Error | Contact help@ceojuice.com to investigate |
* The ConnectWise Company RecID should be entered into the custom property ZCJ_CW_CompanyID on the customer record in e-automate. See here for more details on the company mapping.
**This report will run daily and will be blank on days when no invoices are synced**
* * *
OnDemand Report Filters
OnDemand Report Filters
Use the From and Thru dates on the report filters to set the time period for the report
* * *
Best Practices & Tips
Best Practices & Tips
We recommend that you review this report daily to ensure that there are no discrepancies between what was billed in Connectwise and what was pushed to e-automate. Please be aware that on days no invoices were pushed from Connectwise that you will receive a blank report.
If you sync two invoices for a contract on the same day, this report may display false positives on discrepancies and show a difference that doesn't exist.
* * *
Related Alerts
Related Alerts
ID747 - Connectwise/EA Sync Overview
ID964 - CW Manage PSA Sync with e-automate - Agreements
* * *
0 Comments