Creating a Fixed Contract

Follow these steps to set up an annual service contract:

  1. Open the Service Contracts form.
  2. Turn off Filter-in-Place and select Actions > New.
  3. Follow the steps in Adding a Contract to set up the new contract.
  4. For a fixed contract, select the Fixed billing type.

    For a calculated contract, select the Calculated billing type.

  5. Click Lines to launch the Service Contract Lines form. For a fixed contract, you have the option to add new lines or not. Lines added for a fixed contract are for information purposes and do not affect billing.
  6. Follow the steps in Adding Contract Lines.
  7. Save the contract.
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