Run the
Contract Status Check Utility to identify
contracts that need to be put on hold or closed because the customer has not
paid the last invoice or renewal fee. Follow these steps to run the utility:
-
Specify this information on the utility:
- Days Late Allowed
- Specify the number of days past the current date to use when
checking for contract payments that are past due.
- Status Check Method
- Select whether to run the utility based on the contract
invoice date or the contract renewal date.
- Payment In Full Required
- When you select this check box, full payment of contract
invoices must be received for the status check to not consider the record as
unpaid. This check box is available only if the
Status Check Method
selected is
Invoice Date.
- Service Type Starting/Ending
- Select the range of contract service types to include for the
report.
- Update Status
- Select the status to use for contracts that are past due.
- Assign End Date
- Select this check box to populate the
End Date field on
the
General tab of the
Service Contracts form with the current
date. This only applies if the utility is committed and the
Update Status is
Closed.
- Include Billing Frequencies
- Use the check boxes to specify which frequencies of the
billing cycle to include on the report.
-
To view the results of the utility without saving the results in
the database, select
Preview.
To save the results in the database, select
Commit.
-
Click
Process to run the
utility.