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ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Additional Info - Bill Code Selection Order

Bill codes are used to determine how customers pay for service, parts and supplies. When you create a service call, sales order, or sales invoice (associated with equipment and contract), e-automate looks in one of two places for the bill code, either on the contract or on the equipment. When entering sales it is important to identify the equipment and contract so the sales module in e-automate knows what is covered under the contract and can accurately associate costs with service contracts.

If the equipment you are servicing is covered on a current contract, the system looks for the bill code on the contract. If the equipment is not covered on a contract, it looks on the equipment profile.

The contract can have bill codes in two places. A bill code can either be associated with each equipment on the contract, or appear in the contract header as the required Contract bill code. When looking on the contract for a bill code, e-automate first looks at the equipment identified on the contract. If it finds a bill code, it uses it; if not, it uses the bill code identified in the required Contract bill code field on the contract header.

Because e-automate uses the above selection order, you should assign a time and materials bill code on the equipment profile(s). If the equipment profile is assigned a time and materials bill code, when the equipment comes off contract e-automate automatically begins charging using the time and materials bill code assigned to the equipment profile.