Contract information fields

Note: The security access determines what functions are available. Contact system administrator for any access rights changes. WebViewer users cannot access full functionality.


Field	Description/Action
Reference # Number	By default the system assigns a unique reference number for internal tracking purposes, but you can specify a different number. If a reference number already exists, the Contract Reference Duplicate window is displayed. See Contract Reference Number duplicate
Account	Displays the name of the account associated with the contract.To change the primary contact click Find). This cannot be changed once the contract is created. See Finding records
Contact	Displays the name of the primary contact associated with the contract. To change the primary contact click Find).See Finding records,
Active	Select this check box to make the contract active, or clear the check box to make the contract inactive.
Comments	Additional information regarding the contract can be added in this field. Click User Date Stamp iconto add the name, the date and time. Specify or paste text copied from another source in the text field.
Service	The type of service that the contract covers. To change the service, click the arrow and select an item from the list.
Contract Type	To change the service, click arrow and select an item from the list. The selection for Contract Type affects the options of other contract information boxes. For example, if the Contract Type is Days, the Grace Days box is available. The Contract Type field cannot be modified after the contract is created.
Start Date	The date the contract must start. To modify, click Calendar 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 Date and End Date fields are blank until the first ticket is opened. This value cannot be modified after the contract is created.
PO Number	If applicable, you can specify a purchase order number for the contract.
Purchase Date	The date purchased. To modify, click Calendar to select the date.
List Price	Specify 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	Specify the value of the contract. If no amount is entered, the system defaults to the List Price value minus the Discount value.
Expiration	The date the contract must expire. To modify, click Calendar to select the date.
Grace Days	Specify a number representing the number of days, past the Expiration, that service or support is 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 field. The number is displayed automatically, based on the information specified in the Contract Type, Grace Days, and Begin with First Ticket boxes, or you can specify the number manually. If the Contract Type is Days and a Quantity exists, 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 decreases. This is displayed when viewing an existing contract and cannot be modified.
Updated By	Displays the user that last updated the contract information. It displays when viewing an existing contract and cannot be modified.
Updated Date	Displays the date and time of the last update to the contract information. It displays when viewing an existing contract and cannot be modified.