Creating customer contracts

  1. Select Financials > Franchise Billing > Setup Franchise Billing.
  2. On the Franchise Contracts tab, click Create.
  3. Specify this information:
    Company
    Specify the company number. Company is defined on the Company Options page.
    Customer
    Specify the customer number. Company is defined in Receivables.
    Ship To
    Specify the customer ship to number. Ship to is defined in Billing. Specify a unique ship to value for each contract.
    Contract
    Specify the user-defined contract number associated with a particular customer ship to number. Only one contract can be active for a particular company, customer, and ship to location.
    Currency
    Specify the company base currency.
  4. On the Contract Detail tab, specify this information:
    Contract Date
    Specify the contract starting date. Contract date is used to calculate the initial next cycle date on contract charges.
    Termination Date
    Specify the date when the contract ends. Note-based charges are not processed beyond the termination date. Specify a date that coincides with cycle dates on the company calendar.
    Taxable
    Select whether the contract charges are taxable. The default is Exempt.
    Tax Code
    Specify a tax code. Tax code is defined on the Tax Code Master page and represents specific tax information.
    Budget
    Specify a budget ID to maintain budget data specific to the contract. The budget ID is defined on the Sales Budget ID page.
    Variance Limit
    Specify an amount that represents the maximum difference that is allowed between the total submitted and total calculated charges on the Sales Entry page.
    Group Code
    Specify a user-defined group code. This code is used to group customer contract activity for processing or reporting purposes. You define a group code on the Group Code page.
    Process Level
    Specify a valid process level. Process level is the reporting hierarchy below the company.
    Note:  A process level must be specified for invoice creation. This value is assigned to all invoices that are created on the Invoice Interface page. You define a process level on the Process Level page. In Franchise Billing, process level is used for reporting, not processing.
    Estimates
    To use actual sales figures from the prior period to create estimates, select Estimates from actuals. If you want the estimates to be based on predefined budget figures, select Estimates from budget.
    Note:  Sales estimates are created when you run Create Estimates.
    Require Aggregate Sales
    If aggregate sales processing is not required for all contracts, select No. Select Yes only if the Require Aggregate Sales field on the Company Options page is set to Yes.
    Aggregate Sales By Date
    If aggregate sales processing by date is not required for all contracts, select No. Select Yes only if the Aggregate Sales By Date field on the Company Options page is set to Yes.
    Note:  You can use the Copy function only after you have successfully added an active contract. Only one contract can be active for a particular company, customer, and ship to location, regardless of date range.
    Calculate Invoice Amount On Gross Sales
    Select this option to calculate the invoice amount on gross sales.
    Advance Cycle Date For No Activity
    Select this option to automatically advance the cycle date if no activity was made on the selected date.
  5. To copy charges from an existing customer contract or from a standard contract, click Actions, and select Copy Charges to open the Copy Charges page.
  6. To inquire on, add, or change budget attributes for a particular contract, click the Sales Budget tab.
  7. To add or change customer attributes for a particular contract, click the Contract Charges tab.
  8. To search for, add, or change licensing or address attributes for a particular contract, click and fill out the Licensee and Franchise Location tabs.