Ensuring supplies are correctly allocated against a contract is important for accurate contract profitability. This alert warns on any zero dollar supply orders when the item/s sold are not linked to an existing contract OR there is a billable bill code assigned to the equipment record (and not on a contract).
ID # | Description | Notes | Required |
---|---|---|---|
ID215 | Possible Duplicate Toner Order | No | |
ID315 | Excessive Toner Orders | No | |
ID693 | Sales Order Created with Quantity/Price greater than variables | ID693 is designed to catch typos on quantity ordered. | No |
ID35 | Ensure new customer is not billed for supplies/service | ID35 looks for equipment that has Billcode in W (the variable) still assigned and has been installed greater then X days and is NOT on an active contract so that you know a) someone never setup the contract or b) forgot to flip the equipment billcode or c) it's a ship out and billcode still needs to be flipped. ID47 notifies when a equipment has the variablew billcodes AND is on an active contract, meaning someone forgot to flip the equipment billcode when they setup the contract. | No |
ID47 | Ensure contracts are set up timely for new customer + install bill code updated | ID35 looks for equipment that has Billcode in W (the variable) still assigned and has been installed greater then X days and is NOT on an active contract so that you know a) someone never setup the contract or b) forgot to flip the equipment billcode or c) it's a ship out and billcode still needs to be flipped. ID47 notifies when a equipment has the variablew billcodes AND is on an active contract, meaning someone forgot to flip the equipment billcode when they setup the contract. | No |
ID66 | Call with billable code at no charge | No | |
ID768 | Biggest problem contracts without a plan | $0 Supply orders not linked to Contract | No |
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