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The Expiring Order Refs report provides visibility of contracts with order references that are approaching their expiry date.
This report helps users identify contracts that may require renewal, service continuation, or further action before expiry.
This report enables teams to:
Identify contracts requiring attention due to upcoming expiry.
Track order references across branches and customer accounts.
Plan contract renewals, service continuation, or billing activity proactively.
Improve oversight of contract management and reduce the risk of missed expiries.
Getting There
To access the Expiring Order Refs report:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate the Expiring Order Refs report.
Click the report module to generate the report using the default or previously applied filters.
Alternatively, click the gear icon on the lower-right corner of the report module to add or change filters, then click the report module to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which expiring order references are displayed.
Branch: Filters the report by branch or depot. This uses the branch selected in the main Service Geeni interface.
Tip: Use this filter to review expiring contracts for a specific branch or across multiple locations
Period: Filters the report by the expiry date range of the order reference. Only contracts with expiry dates that fall within the selected period are displayed.
Tip: Use shorter periods to focus on immediate actions or longer periods to support planning
Service Level: Filters the report by the service level assigned to the contract.
Tip: Use this filter to identify expiring contracts associated with specific service agreements
Hire Option: Filters the report by the hire option assigned to the contract.
Tip: Useful for monitoring expiring contracts with specific hire arrangements
Column Breakdown and Key Fields
Each row in the report represents an expiring order reference.
Column Name | Description |
Contract Number | Unique identifier for the contract, including version if applicable. |
Contract Term | Duration or nature of the contract. |
Customer ID | Identification number of the customer account. |
Customer Name | Name of the customer or company associated with the contract. |
Start Date | Date the contract started. |
Expiry Date | Date the contract is set to end. |
Contract Type | Category or nature of the contract. |
State | Current status of the contract. |
Payment Term | Defines how and when payment is expected. |
Customer Ref. | Customer-provided reference for internal tracking. |
Invoice Address | Billing address associated with the contract. |
Invoice Account No. | Account number for invoicing purposes. |
Invoice Frequency | How often invoices are generated. |
Order Reference | Unique identifier or reference for the contract order. |
Invoice Value Excl. VAT | Invoice amount before VAT. |
Invoice Value Incl. VAT | Invoice amount including VAT. |
Next Invoice Date | Date when the next invoice is due. |
First Invoice Date | Date when the first invoice was issued. |
Service Type | Type of service under the contract. |
Hire Option | Hire arrangement option for the contract. |
Raised By | Name of the user who created the contract. |
Insight: Regularly monitoring expiring order references helps ensure contracts are reviewed before expiry, reducing the risk of service interruptions, missed renewals, and billing issues.
The Expiring Order Refs report provides a simple way to monitor contracts approaching expiry and support proactive contract management.
By using this report, teams can:
Identify contracts requiring renewal or review.
Plan future service and billing activity.
Maintain customer coverage without interruption.
Reduce the risk of expired contracts being overlooked.
Improve operational and financial oversight.
Review this report regularly as part of contract management processes to ensure expiring order references are identified and actioned before they reach their expiry date.