Show:
Annual Maintenance
At-Term Maintenance
Contract Dates
Post Booking
Contract Disposition/
Termination
100
Scheduled event triggered by
What is advise date?
100
Language in the contract that states we can do automatically
What is auto extend?
100
Tool for determining contract dates
What is Dates Matrix?
100
RMA, Interface credit, validation reagents, PARSA audits, updating contract dates, & terminating existing contracts
What are post booking activities?
100
OKC Buyout, OKC End of Term, OKC Facility Closed, OKC Transfer Title
What are termination reasons
200
Scheduled & Unscheduled
What are the two types of maintenance?
200
Extend, pass title, buyout, RMA, terminate
What are at-term options?
200
Contract header end date field, term end date field, PPI effective dates, & advise date
What four date fields are required to be changed?
200
Email received when a lease or reagent rental contract activates
What is OKL Activation Email?
200
Reverses a contract that was previously terminated
What is the undo terminate button
300
Automatic e-mail PPI notification sent to the CSS & Sales Rep
What is e-mailed at 45 days prior to maintenance date?
300
Notifying the Sales Rep of instruments on contract, contract type, end of term options, & expiration date
What is performed at 90 days prior to expiration date?
300
1st meter read, last instrument installed, OKL activation, ship report
What are the contract dates are based off of?
300
Email received notifying of an instrument installation
What is Instrument Installation Alert?
300
Template name (internal note) that must be added when a contract is terminated
What is BECOKC Termination
400
Requested by the Sales Rep via a Change Order
What is a PPI Waiver?
400
Entering PPI information, Extend AP service coverage, set up bill schedule, enter notes, reset advise date
What is extending the contract?
400
AP Service Contract
What is extended in Order Entry (OE)?
400
Emailed out on a weekly basis by the department clerk
What is the Ship Report?
400
Customer pays their lease payment to another company. Cannot RMA the instrument until customer has title.
What is a 3rd party lease
500
Review contract in EDMS
What is the first step to performing annual maintenance
500
Buyout
What is the option for purchasing the instrument at term?
500
Cost per program
What contract is based off 1st meter read?
500
Mandatory audit performed by the CSS before the instrument ships.
What is PARSA audit?
500
RMA, Transfer, Pass Title, Buyout
What are instrument dispositions