Notifies of any Contract Expiration Dates NOT matching linked Lease Record Termination Date
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Overview
Overview
Best practice is to have contracts set to expire when the actual contract or lease expires, typically 3 or 5 years. However, many clients have them expire each year or leave the expire box unchecked (evergreen). This process will list contracts that do not match the lease expire with an option for us to update the contract to the correct expiry date.
Run Schedule: Weekly
Type of Output: Email
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Sample
Sample
Alert still in development, no samples yet
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Variables
Variables
Alert still in development, no variables yet
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Alert Functionality
Alert Functionality
-Will compare Expiration Date of Contract to Terminated Date on Lease Record, reporting on any with difference
Contract Record Expiration Date:
Service Lease Record Expiration Date:
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Best Practices & Tips
Best Practices & Tips
-Set Contract Expiration Date same as Service Lease Record Termination Date and use Contract Rate Schedule to auto increase rates as needed:
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Related Alerts
Related Alerts
ID64 - Preview of lease end information for admin to ensure accuracy
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