Closing a Contract
- Open the Contract Close Utility standalone or by clicking Close Contract on the Contracts form. Some fields will be pre-populated if you open the utility from the Contracts form.
- Select whether you want to filter for service or rental contracts.
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For these fields, select the range of values that you want to include in the
close process:
- Contract
- Customer
- Service Type
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Use these fields to select additional filters for the close process:
- Bill Through Date Matches End Date/Check In Date
- Select this check box if you want to only close contracts whose bill through date matches their end date or check in date.
- All Lines Must Be Checked In
- If you select this check box, all contract lines must be checked in before the contracts are closed.
- Contracts End Date Before
- Select the end date to use as a cutoff to determine which contracts to include
in the close process.
Optionally, select Increment Date if you want to set up an automated schedule to run this utility.
- Check In Date Before
- Select the check in date to use as a cutoff to determine which contracts to
include in the close process.
Optionally, select Increment Date if you want to set up an automated schedule to run this utility.
- Select Preview and click Process to preview the output before running the utility.
- Select Commit and click Process to commit or post the input information on the form to the system.
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