HOW TOs: Contract Management

Modified on Thu, 15 Dec 2011 11:13 by tsanchez — Categorized as: Contract Management

Table of Contents [Hide/Show]

   General Information
   Create a New Contract
      Fields/Filters
   Copy a Contract
      Create a new contract by copying from an existing contract
      How To Video: Copy a Contract
   Generate Other Charges
      How To Video: Generate Other Charges

General Information¶

Default Menu Location Maintain >> Contract Management >> Contract Master

Contract Master Screen

Create a New Contract¶

Contracts are created in the Contract Master screen

General tab is used to setup contracts.

The field located at the top left of the screen, enter the name of the organization you are creating a contract for

Click New to create a new contract

Enter the name of contract in the Contract # field

Fields/Filters¶

Contract #: Enter the name of the contract

Start Date: Enter the date the contract takes effect. Sales orders and service orders started before this date cannot be applied to this contract

End Date: Enter the date the contract ends. Sales orders and service orders started/completed after this date cannot be applied to this contract

Customer Contact: Select the contact person inside the organization regarding this particular contract

Internal Contact: Select the contact person inside your company regarding this particular contract. This is the contract manager. Only people with the Contract Manager attribute will be available for selection

Bill To: Enter the customer being billed for this contract

Allow Non-Listed Billings: Check this box to allow the adding/billing of additional items

Default: Check this box to make this contract the default for the organization

Click Save when you are finished and move on to the next tab or go straight to the Copy From tab

Copy a Contract¶

Create a new contract by copying from an existing contract¶

Maintain >> Contract Management >> Contract Master

Open Contract Master screen

Enter the customer's name.

Please note that the customer must be setup in the Organization screen and must have a SOLDTO attribute.

Click the ADD button

Fill out the Contract Name, Start/End Date, Customer Contact, Internal Contact (contract manager), and Bill To

Click SAVE

Go to Copy From tab (Select the Contract you wish to copy by entering that contract's customer name)

Click the Copy button

Edit the contract details accordingly

How To Video: Copy a Contract¶

Generate Other Charges¶

Transaction >> Contract Master >> Generate Other Charges

Select a Contract the charges are coming from

(Click here to learn where to setup a contract)

Edit the Quantities inside the grid (Default quantities, previously set up in the contract, will be displayed)

Click the ADD button to add any additional charges that do not already appear in your grid

Select Work Category and Department in the fields

Leave the Bill Date as today's date and change the Bill Cycle to the month you are billing in

Choose the correct Statement Form (if necessary)

Preview the statement by clicking the Preview Output button

Click the Build button to generate the charges

Click the Print button to print the service order that was created