This folder can be stored in a variety of locations and the configuration of the computer or administrative options tells e-automate where to look for the reports. When users create customized contract reports, they are typically stored in a Custom Reports folder. You can rename Overage to Clicks, Usage, etc. Report Display for overage: You use option to set the name you want displayed on contract invoices for Overage. Show equipment location remarks : You use this option to display on the contract invoice the equipment location remarks on the contract invoice. Show grouped meter charges also : You use this option to show the meter group calculations even when you are allocating group calculated meter charges to each meter.
If you have a meter group that has multiple meters that share a single allowance, this feature determines what percentage of the allowance each meter uses each cycle and allocates that portion of the allowance to the specific meter so customers can see the charges associated with a single meter even though the system is calculating the charges for the meter group as a whole. Meter groups can have more than one meter that share an allowance. E-automate uses meter groups to calculate overage. If your company does not deal with metered equipment, you can use this option to turn off meter details on contract invoices.Īllocate grouped meter charges to equipment: You use this option to identify the specific amounts of overage that are attributed to each meter/equipment on the contract invoice. Show meter details: You use this option to hide meter details on contract invoices. You can modify the following attributes of the standard service contract invoice report definition: If you do not want to hire out or create your own Crystal reports, you can control some attributes of the contract invoice by using the report definition and pointing the report definition to use the default service contract invoice report that ships with e-automate. This is a great option for customers that have the resources to hire out or create a custom Crystal reports. When e-automate prints invoices for service contracts, it looks to see which report definition is assigned to the contract and prints the report specified with the associated options. If you create custom Crystal contract invoice reports, you can create report definitions, assign those report definitions to report groups and then assign report groups to service contracts. Hire one of our report developers to create a customized contract invoice report.Ĭreate a custom report definition that lets you control some aspects of how the system generates the existing service contract invoice report. Use Crystal to create your own custom contract invoice reports. If you want to customize the invoice that your customer sees, you can do one of three things:
REPORT FILE DEFINITION HOW TO
This report group tells e-automate how to print those invoices. E-automate ships with a pre-configured report group that is assigned to all contracts. The printed layout of a contract invoice is defined by the Crystal report definition associated with the service contract through the report group. This communication includes base amounts, overage amounts, miscellaneous charges, adjustment charges etc. E-automate uses contract invoices to communicate to customers charges associated with contract billing.
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