Using the Contract Status Check Utility

Run the Contract Status Check Utility to identify contracts that need to be put on hold or closed because the customer has not paid the last invoice or renewal fee. Follow these steps to run the utility:

  1. Specify this information on the utility:
    Days Late Allowed
    Specify the number of days past the current date to use when checking for contract payments that are past due.
    Status Check Method
    Select whether to run the utility based on the contract invoice date or the contract renewal date.
    Payment In Full Required
    When you select this check box, full payment of contract invoices must be received for the status check to not consider the record as unpaid. This check box is available only if the Status Check Method selected is Invoice Date.
    Service Type Starting/Ending
    Select the range of contract service types to include for the report.
    Update Status
    Select the status to use for contracts that are past due.
    Assign End Date
    Select this check box to populate the End Date field on the General tab of the Service Contracts form with the current date. This only applies if the utility is committed and the Update Status is Closed.
    Include Billing Frequencies
    Use the check boxes to specify which frequencies of the billing cycle to include on the report. See Contract Billing Frequency for more information.
  2. To view the results of the utility without saving the results in the database, select Preview.

    To save the results in the database, select Commit.

  3. Click Process to run the utility.