Contract Information Boxes
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Your security access determines what functions are available. Contact your administrator for any access rights changes. |
| Box | Description/Action |
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| Reference # | By default the system assigns a unique reference number for internal tracking purposes, but you may enter a different number. If a reference number already exists, the Contract Reference # Duplicate dialog box opens. |
| Active | Select this check box to make the contract active, or clear the check box to make the contract inactive. |
| Account | Displays the name of the account associated with the contract. To change the account, click the Find  button. This cannot be changed once the contract is created. |
| Contact | Displays the name of the primary contact associated with the contract. To change the primary contact, click the Find button. |
| Comments | Additional information regarding the contract can be added in this box. |
| Service | The type of service that the contract covers. To change the service, click the |
| Contract Type | To change the service, |
| Start Date | The date the contract should start. To edit, click the Calendar button to select the date. |
| Begin with First Ticket | If you want the contract to begin after the first ticket is created, select this check box. This option is available only when the Contract Type is Days. When this option is selected, the Start and End Date boxes are blank until the first ticket is opened. This cannot be changed once the contract is create |
| Expiration | The date the contract should expire. To edit, click the Calendar button to select the date. |
| Grace Days | Type a number representing the number of days, past the Expiration, that service or support will be offered to the customer under the contract. Applies to all Contract types. |
| Quantity |
The number of units of the type displayed in the Contract Type box. The number might display automatically, depending on the information in the Contract Type, Grace Days, and Begin with First Ticket boxes, or you can type the number. If the Contract Type is Days and there is a Quantity, the Expiration is calculated from the Start Date. |
| Remaining | Displays the amount of time left on the current contract. The system calculates the quantity remaining on this contract using the Contract Type, Grace Days, Purchase Date, Start Date, and Expiration. As tickets and ticket activities are created and completed, the remaining value will decrease. It appears when viewing an existing contract and cannot be edited |
| PO Box | If applicable, you can type a purchase order number for the contract. |
| Purchase Date | The date purchased. To edit, click the Calendar button to select the date. |
| List Price | Type a value for the contract. If no value is entered, the system defaults to the Contract Amount value. |
| Discount | If applicable, type a value for the discount. |
| Contract Amount | Type the value of the contract. If no amount is entered, the system defaults to the List Price value minus the Discount value. |
| Updated By | Displays the user that last updated the contract information. It appears when viewing an existing contract and cannot be edited. |
| Last Updated | Displays the date and time of the last update to the contract information. It appears when viewing an existing contract and cannot be edited. |
Using the Contract Detail View
