Adding a Contract

Follow these steps to create a new contract on the Service Contracts form:

1. On the Service Contracts form, turn off Filter-in-Place, and select Actions > New.
2. Specify this information:

   Contract

   Specify an alphanumeric code for the contract. Optionally, leave the field blank so the system generates the next available number.

   Service Type

   Select a type of service, which represents the type of contract sold to a customer. The codes available are set up and maintained through the Contract Service Types form.

   Customer

   Select a customer for the contract.

   Ship To

   If you want to change the default location, select a ship to location.

   (Contract) Status

   The status is automatically set to Open. The available codes are set up and maintained using the Contract Status Codes form.

   Salesperson

   The salesperson associated with the SRO or contract is displayed. You can select a different salesperson.

   Billing Frequency

   The frequency of the billing cycle is displayed. You can select a different frequency.

   Billing Type

   The billing type is displayed. You can select the alternate billing type.

   Customer PO

   Specify the customer purchase order that relates to the contract or contract line.

   Start/End Date

   The Start Date is set to the current date. Select the ending date of the contract.

   Billed Thru

   Select the date through which the contract or contract line will be invoiced.

3. Optionally, specify this information on the General tab:

   Annual Fixed Contract Total

   Specify the yearly price total for a fixed contract.

   Waiver Charge

   Specify a percentage for the contract waiver charge. This charge is added to each contract invoice.

   Prorate End of Billing

   Select this check box to automatically calculate the amount to be invoiced based on the rate type and the amount of time remaining on the contract line, for the final contract billing.

   Renewal Date

   Select the date by which the contract needs to be renewed. Recurring billing for all contract lines uses the specified date.

   Last Payment Received

   The date of the most recent payment receipt for the contract is displayed.

   Last Processed

   The date of the most recent payment processing for the contract is displayed.

   Total Billed

   The running total of invoiced charges for the service contract or contract line is displayed.

4. The Customer tab shows contact information for the customer.
5. The grid on the Lines tab shows information for each contract line.
6. The Maintenance tab shows maintenance information by schedule, items/units, and operations.
7. The information displayed on the Coverage tab is populated based on service level agreement information on the Contract Service Types form:

   Priority Code

   The priority level that should be given to incidents that are logged for customers and units associated with the contract is displayed.

   Override Business Hours

   This check box is selected if the contract has more specific business hours than the associated service type.

   Start/End Time

   For each day, the time during which the items/units under contract are covered is displayed. Optionally, specify different start and end times for the contract.

   Time Zone

   The time zone for the contract area of service is displayed.

8. Click Save.

Buttons

Use these buttons on the form as described here:

• Click Contract Lines to launch the linked Service Contract Lines form.
• Click Service Order Lines to launch the linked Service Order Lines form.
• Click Contract Invoice Listing to launch the linked Service Contract Invoice Listing form.
• Click Checkout/Checkin to launch the POS Checkout/Checkin form.
• Click Agreement to launch the Service Contract Rental Agreement modal form.
• Click Contract Maintenance Schedules to launch the linked Service Contract Maintenance Schedules form.

Related Topics

About SyteLine Service

Setting Up Contract Service Types