ID140

Turn off the Bill Contract Check Box on contracts with unpaid invoices

Output Type: Email

This is a process task that will automatically go through your service contracts and Uncheck the Bill Contract box on the contract, based on certain criteria you set. With many dealerships who bill service through leasing companies there are issues with the leasing company failing to notify them of particular accounts that are not paying the service portion of the payment. The dealership continues to bill the customer contract in the system, allowing the customer to receive service & supplies, sometimes for many months before the problem is identified. In order to stop the bleeding, a dealer requested that we create this alert to turn off the Bill Contract checkbox on any contract that was Active and had more than Variable W outstanding invoices.

This checkbox when unchecked, means the contract will no longer appear in the billing queue to be billed, but the contract will still show as covered for service and supplies. We highly recommend when you receive the email showing contracts that were updated by this task, you then update the contract Status to be Pending Payment. By doing this best practice, when a call or order is entered for equipment on these contract, EA puts a big red stamp on the transaction saying Pending Payment, to alert your team of an issue and not to process the transaction until discussed with management.

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