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Terminate service contracts automatically when they reach their end date

Service contracts are legal agreements between two companies that almost always have an end date, signifying they’re no longer valid. However, SAP Business One doesn’t automatically change service contracts’ statuses at the end date, causing expired contracts to be included in reports that use ‘contract status = active’ as a report filter. Companies could continue servicing customers whose contracts have expired—and payment for services done without a contract can’t be enforced.

To avoid this, some companies run a report to show service contracts with lapsed end dates, then manually change each contract status from ‘active’ to ‘expired.’ This is too time-consuming.

By automatically changing the status of service contracts with lapsed end dates from ‘active’ to ‘expired,’ companies will:

  • Save time by eliminating manual clean-up of service contract data

  • Prevent services from being performed on expired contracts

  • Improve the accuracy of service contract data

Any company that delivers services and uses SAP Business One.

This automation searches SAP Business One for active service contracts with lapsed end dates and changes their status from ‘active’ to ‘expired.’

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Although Automations for SAP Business One is designed to automate specific business transactions and processes, no two companies are alike. SAP Business One queries and Saltbox workflows, the key components of these automations, are easily customized, ensuring that the solution you buy addresses your business requirementsnot someone else’s.

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About Automations for SAP Business One

Automations for SAP Business One transforms manual tasks into automated workflows, saving teams time and eliminating mistakes. Each automation performs a critical function for one or more business lines and delivers specific business outcomes, including improved cash flow and increased process efficiency. Automations for SAP Business One is powered by Saltbox, Vision33’s exclusive cloud-native integration platform as a service (iPaaS). It unlocks limitless potential for your business—from seamless integrations and automations to enhanced functionality for your core business systems like ERP and CRM.

 

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