Creating a Contract Estimate Report

  1. Open the Contract Estimate Report.
  2. Specify this information:
    Contract Starting/Ending
    Select the range of contracts to include in the report.
    Contract Line Starting/Ending
    Select the range of contract lines to include in the report.
    Service Type Starting/Ending
    Select the range of contract service types to include in the report.
    Customer
    Select the range of customers to include in the report.
    Contracts to be Renewed Before
    Select the expiration date of the contract. This date is used to determine if a contract or one of its lines is eligible to be invoiced. Only contracts or contract lines with a Billed Thru date that is less than or equal to this date is invoiced.
    Increment Date
    Select this check box if you want the system to automatically increment date ranges and re-run the report.
    Print Internal/External Notes
    Notes can be defined as internal or external. Select the check boxes to include the notes in the report.
    Billing Frequency
    Use these check boxes to specify the time period between billing cycles for a contract or contract line. See Contract Billing Frequency for more information.
  3. Click Preview to open a preview window of the report.
  4. Click Print to print the report.