Process ID #
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General
Accounts Payable Processes
- ID430 Identify & Deactivate Dormant Vendors, Overview & Sample
- ID659 Ramp Bill Pay Integration Overview & Sample
- ID455 - Accounts Payable Posting Defaults Overview
- ID283 - ITT & Automated AP App
- ID71 - 1099 Vendors Missing Required Information Overview & Sample:
- ID83 - AP New Vendor Created in E-Automate Overview & Sample:
Accounts Receivable Processes
- ID317 - Payment Notifications Overview & Sample:
- ID437 - Email Invoices from the Document Queue Overview & Sample:
- ID861 - Outsourced Invoice Mailing Overview & Sample:
- ID366 - Invoice Renumbering (In Development)
- ID231 - Credit Card/ACH Charge Method Set, but Missing Credit Card/ACH Info on File Overview & Sample:
- ID645 - Customer Charge Accounts Scheduled Date Overview & Sample (In Development)
AR - Online Payments Portal ID669
- ID36 - NMI Data in Power BI Overview & Sample
- 6/25/2025 - ID669 Payment Site Change Log Details
- 5/28/2025 - ID669 Payment Site Change Log Details
- 5/20/2025 - ID669 Payment Site Change Log Details
- 3/27/2025 - ID669 Payment Site Change Log Details
- 2/17/2025 - ID669 Payment Site Change Log Details
Contract and Profitability Processes
- ID775 - External Contract Billing Sync Overview and Sample (In Development)
- ID878 - Contract Surcharges to cover increased cost of Service Calls
- ID195 - ITT Equipment Changes, from Selling to Servicing Dealer Overview & Sample:
- ID703 - Contract Import Utility for Cloud Based Telephony Services Overview & Sample:
- ID824 - Contract Termination Date vs Lease Termination Date Overview & Sample:
- ID558 - Contract Billing Admin Report Overview & Sample:
Customer, Contact or Employee Record Processes
- ID105 - Active Customer Record with Inactive Parent or Bill To Overview & Sample:
- ID221 - eAutomate Users Not Set Up Correctly Overview & Sample:
- ID305 - Validate Email Address Field on All Contact Records Overview & Sample:
- ID444 - List of Contacts Created Sent to Designated User Assigned to Review Duplicates in E-Auto - Overview and Sample
- ID479 - Mark Contact Records Inactive Overview & Sample:
- ID735 - Duplicate Contact Records Overview & Sample:
eAgent
eInfo Processes
- ID117 - New e-info Order Entered Online Overview & Sample:
- ID175 - eInfo Permissions Audit Overview (In Development):
- ID465 - Notify when a Change Order (EQ Move) is Entered via E-info Overview & Sample:
- ID493 - Alert if New eInfo Quote Created where Sales Message Exists on Customer or Equipment Overview & Sample:
- ID533 - Auto Invite to eInfo Overview & Sample:
Equipment Processes
- ID120 - FMAudit Accounts not Linked to E-Automate or CRM System Overview & Sample:
- ID131 - Checks for FMAudit Accounts for an FMAudit Equipment Record in eAutomate Running FMAudit Onsite Overview & Sample:
- ID157 - Mark Equipment Records Inactive Overview & Sample:
- ID194 - Accessories Sold Today Not Assigned to Host Overview & Sample:
- ID287 - Host Equipment not in Inventory and no Technician Assigned Overview & Sample:
- ID290 - Equipment with Warranty Bill Code (Begins with Variable W) Past Warranty Date Overview & Sample:
Finance & GL Processes
- ID144 - Flash Report for AR Invoices/AP Invoices/POs Created Mtd and Ytd by User Overview & Sample:
- ID338 - GL Account Number Audit Log Overview & Sample:
- ID344 - GL to Subledger Out of Balance Alert Overview & Sample
- ID368 - Alert on Future/Post Dated AP/AR Invoices or AR Receipts Overview & Sample:
- ID40 - Budgets Import Utility Overview & Sample:
- ID481 - GL Entry Posted where the Date Period <> to Fiscal Period Summary & Overview:
Inventory & Purchasing Processes
- ID232 - Barcode Scanning Power App (in Development)
- ID411 - Wholesale Inventory Overview & Sample:
- ID436 - Brother Equipment Sales Report Overview & Sample:
- ID757 - Confirmation of Inventory Request Placed Overview & Sample:
- ID620 - HP Amplify MIF Report Overview & Sample:
- ID73 - HP Amplify Inventory Report Overview & Sample:
Lease Processes
- ID177/ID297 - Return to Lease Reports Overview & Sample:
- ID381 - On Hold with Leasing Company Overview & Sample:
- ID420/ID421/ID422 - Lease Returns Overview & Sample:
- ID519 - Ensuring New Leases Get Entered in e-automate Overview & Sample:
- ID523 - Lease Expiration Notification W Days before Expiration Overview & Sample:
- ID64 - Preview of Lease Information for Admin to Ensure Accuracy Overview & Sample:
Meter and Meter Collection Processes
- ID749 - eAuto Meter Reading Tables "Bloat" Prevention Overview & Sample:
- ID569 - Meter Trend Analysis eView Overview & Sample:
- ID197 - Meter Reading Created Today > W% of Previous Reading Overview & Sample:
- ID378 - Alert if New Meter Reading Display is > 0 but Actual is Zero Overview & Sample:
- ID404 - Alert Customer on New Meters from Specified Source Overview & Sample:
- ID130 - Checks for FMAudit Accounts to be Linked to Eauto or Saleslogix Overview & Sample:
Sales and Sales Order Processes
- ID634 Troubleshooting
- Equipment order Buydown- best practice
- ID652 - DCA Direct Order Enhancement Overview & Sample:
- ID946 - Send Weekly Summary of Supply Shipment Email with tracking Details to the Equipment Shipping Contact Overview & Sample:
- Equipment Orders from CRM to eAuto
- ID503 - ShipStation Parcel & Freight Shipments Overview & Sample:
Sales Rep or Sales Management Processes
- ID259 - HubSpot Quarterly Business Review Overview & Sample:
- ID978 - HubSpot and eAuto Integration Overview & Sample:
- ID589 -Advise Sales Rep Invoice Paid or Credited Overview & Sample:
- ID258 ID774 QBR Salesforce Integration using SailorGroup/AgentDealer Connection
- ID262 - New Account Created in Saleslogix Overview & Sample:
- ID585 - Service Calls on Hold for Sales Overview & Sample:
Service Processes
- ID948 - Service Call Import Utility
- ID802 - Service Call Email Processor Overview & Sample:
- ID288 - Notify Tech for New DCA Install Required Overview & Sample:
- ID660 - SNOW (ServiceNow) Auto Call Assignment (XBS Only, Private) Overview & Sample:
- ID580 - Triggers on New Service Calls that Qualify as Callbacks for Specified Model Categories Overview & Sample:
- ID242 - Switch Call Type to Meet Activity Type Overview & Sample (In Development)
Survey & Survey Related Processes
- ID778 - Survey for Equipment Delivery Calls
- ID883 - Survey Responses SSRS Overview & Sample
- ID109 Service Call Survey Overview & Sample:
- ID220 Supply Order Follow Completed Follow Up Email with Survey Link Overview & Sample:
- How to Opt Out a Company or a Contact from surveys ID109 / ID220
- ID312 - Equipment Install Survey Overview & Sample:
System Alerts & Processes
- ID70 - Update eAutomate Branch Holidays Overview & Sample:
- ID78 - Monthly List of Alerts your Company is Subscribed to Overview & Sample:
- ID94 - Sending emails to text messages
- ID161 - Install Lucee Tomcat Software Overview & Sample:
- ID191 - Juice Mail Processing Heartbeat Overview & Sample:
- ID320 - Where Do You keep Sales Rep Info (CRM or e-automate) Overview & Sample: