Used to catch certain contracts before they expire. This is very useful for watching renewable MPS contracts or ensuring Rental equipment is scheduled for pickup. This alert will trigger on active contracts only, VariableW is the Contract 'billcode' you want to monitor, Variable X is the # of days to trigger before expiration date.
ID # | Description | Notes | Required |
---|---|---|---|
ID320 | Where do you keep sales rep info, CRM or eAuto | We need 320 in order to accomodate clients running a CRM. By default if they are not, then this table is populated with the ARCustomers.Salesrep information | No |
ID463 | Contract Exp W Days Universal | 463 does not filter by Bill Code | No |
ID463 | Contract Exp W Days Universal | ID19 triggers on bill codes you select. ID463 is all contracts and they are grouped by expired/expiring in 30/expiring in 60/expiring in 90. | No |
Juice Agent - Powered by GPT4 and augmented with everything we know