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ID954 - ConnectWise Agreements sync results

A daily report of Connectwise agreement invoices synced to eAutomate for the day. You can also run this report on demand from the SSRS console.

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Overview

Overview

ID954 displays the results of the contract sync to EA.  It 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 Contracts in e-Automate.  If you come across any error 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 EA contract that was created or updated.   It displays a quick glance at the items in the CW invoice and the line items in the EA contract with the Quantity and extended rate so that you can verify that this information matches and the sync succeeded.  

 

Run Schedule: Daily

Type of Output: Email and On-Demand SSRS Report

 

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Sample

Sample

ID954_sample.jpg

 

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Variables

Variables

This alert has no variables

 

 

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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 field that needs the EA Customer# may vary by installation.  Check Variable 5 in your ID747 subscription for the field name.  The default is "ZCJ_CustomerNumber" 

The "CW Total" field displays the invoice subtotal coming from ConnectWise, before taxes.  At the end of the section for a given contract, the Ext EA Rate and Ext CW Rate are subtotaled. All three subtotals should match.  If they match, they will be displayed in green text.  If they don't match, they will display in red.  

**This report will run daily and will be blank on days when no invoices are synced**

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OnDemand Report Filters

OnDemand Report Filters

ID954_SSRS_filters.jpg

Use the From and Thru dates on the report filters to set the time period for the report

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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 eAutomate. 

 

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Related Alerts

Related Alerts

ID964 - Connectwise Agreement Sync

 

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