Setting Up a Contract for Items on a Sales Order

For users who offer service contracts to customers as part of a new sale, the New Contract form can be used to quickly generate a service contract based on the items from the active sales order. Open the New Contract form standalone, or by clicking New Contract on the Sales Orders form.

  1. On the New Contract form, specify this information:
    Contract
    Specify a number for the contract, or leave this field blank to have the system populate a value after processing.
    Service Type
    Select a type for the contract.
    Order
    Select a sales order to associate with the contract.
    Customer
    The customer number and address associated with the sales order are displayed.
    Ship To
    The customer ship to location associated with the sales order is displayed.
    Billing Frequency
    Select the billing frequency to use for the new contract. See Contract Billing Frequency for more information.
    Bill In Arrears
    The setting of this check box is inherited from the setting of the Bill In Arrears field on the Contract Parameters form. If the check box is not selected on the Contract Parameters form, then the system checks the Bill In Arrears field on the Contract Service Types form, and inherits that setting for the current service type.

    Optionally, select the check box to bill at the end of the contract, or clear the check box.

    Billing Type
    Select whether you want to use a fixed or calculated billing type for the new contract.  
    Product Code
    Select the associated product code for the new contract.
    Start Date
    The current date is displayed. You can select an alternate date.
    Bill Initial Period on Sales Order
    Select this check box to apply the invoiced charges for the first contract period to the associated sales order through a new line that is added for the initial charge.
    Billed Thru
    Select the date through which to invoice the contract.
    Initial Bill Amount
    Specify the amount that is charged when the first contract period is invoiced.
    Fixed Contract Total
    Specify the total amount of the new contract. This field is only active if Fixed is selected as the Billing Type.
    Select All Button
    Click this button to mark all records for processing.
    Deselect All Button
    Click this button to clear all records.
  2. Click Process to complete the creation of the new contract.
  3. Click Cancel to cancel the process and close the form without saving your changes.