ID35
Ensure new customer is not billed for supplies/service
Output Type: Email
This is a process to ensure that new equipment delivered to a customer receives the appropriate service & supplies until the contract is setup in eAutomate. This is done by setting a specific Bill Code on the equipment record's Bill Code field (Bill Code would be a service.supply inclusive temporary code). When the equipment has been installed for a certain number of days (must have an Install Date set in equipment record), the alert will tell you that the equipment is still not added onto a contract. Equipment must be marked as host. You must enter a value for EITHER VariableW or VariableY.
See ID47 to remind you when equipment with this Bill Code is now on an active contract but the temporary Bill Code was not reversed back to use the standard/default Time&Material Bill Code.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| 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 |
| ID347 | CM Service call at Zero $0 but no contract associated to call | No | |
| ID23 | Supplies Shipped at $0 but not linked to a Contract on the Order | 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 |
| ID176 | Call Opened/Closed alert on New Equipment within X Days of Install | No |