Adding Contract Lines

This information is displayed based on the contract:

• A description of the contract, if applicable.
• The type and service type of the contract. Service type codes are set up and maintained through the Contract Service Types form.
  Note: A default value for new contracts can be set on the Contract Parameters tab of the Service Parameters form.
• The customer assigned to the contract.
• The status of the service contract.
• The billing type associated with the contract.
• The customer's currency code.

Line

The next available unique line number for this contract is automatically generated.

Line Status

For new lines, Open is displayed as the status. The product code assigned to the contract is displayed. Optionally, select a different code.

Product Code

This code is used for posting the cost of goods sold and revenue amounts during the Contract Invoicing activity. Invoicing references the product code of each line during processing.

Unit

Select a unit.

A unit is a complete material composition, including all sub-components, replacement parts, and/or add-ons. Each unit is identified with a unique alphanumeric ID. This ID can be the serial number of the unit, but it does not have to be the serial number. If it is a serial number, that number does not have to exist in the Service Serials form. This allows you to service units that you did not manufacture.

The associated item, item description, extended description, quantity, unit of measure, warehouse, and location are displayed, if applicable.

Reference

If the line is cross-referenced by a purchase order, then the PO number and line are displayed.

For SX.e integrations, if the line is cross-referenced by an SX.e purchase order, then the SX.e PO number and line are displayed.

X-Ref button

Click this button to add cross-referenced purchase orders for the contract line.

Note: When you click X-Ref, if you selected Single PO on the Contracts form and more than one purchase order already exists for the contract, then a message is displayed and you are unable to save the changes. To work around this issue, manually enter an existing purchase order number in the Reference field so that an existing rental contract line can be cross-referenced to an existing purchase order.

Customer PO

The product code assigned to the contract is displayed. Select the customer PO that relates to the contract line.

Billing Frequency

Select the billing frequency to use. See Contract Billing Frequency for more information.

Price Basis

Select the method which will be used for calculating charges when invoicing the contract line. A default value for new contract lines can be set on the Contract Parameters tab of the Service Parameters form.

Rate

Specify the contract rate. This value is used with the Per fields to calculate the charges for service contract lines.

Note: Rates can be a percentage of the item's MSRP or a fixed amount. This is set on the Contract Rates form. See Setting Up Contract Rates for more information.

Per

Select the unit of rate to use for the contract line. This value is used in conjunction with the rate to determine the amount of charges to apply to a contract line.

• Hour: Multiply rate for the contract line on an hourly basis
• Day: Multiply rate for the contract line on a daily basis
• Week: Multiply rate for the contract line on a weekly basis
• Month: Multiply rate for the contract line on a monthly basis
• Year: Multiply rate for the contract line on a yearly basis

Meter Rate

Specify the meter rate for the contract line.

Include Waiver Charge

Select this check box to include the waiver charger amount for the contract line.

Contract Basis

This field is for informational purposes only and is used by the entrant of the contract line to list the base or estimated amount to be used for the contract.

Discount

Specify the discount percentage to be given if payment is made by the discount date.

Total Billed

The running total of invoiced charges for the service contract or contract line is displayed.

On Rent

This field is read-only. If the contract line item is out on rent, this check box is selected.

The system determines rental status by checking the Rental Counter. If the Check-in Date for the contract line is empty, but the Check-out Date is populated, then the On Rent check box is selected. Otherwise, the check box is cleared.

Start Date

Select the calendar date when the contract or contract line starts.

Projected Due Date

Select an estimated date for when the contract line item will be returned.

Minimum Bill Thru

Select a date. The contract line will be billed through this date, even if the contract ends earlier than the date specified.

End Date

The calendar date when the contract or contract line ends is displayed.

Billed Thru

The date through which the contract or contract line has been invoiced is displayed.

This information is displayed:

• Check-In Date
• Check-Out Date
• Available to Promise
• Start/End Meter
• Current Meter
• Billed Thru Meter
• Meter Allowance
• Meter Minimum Billing

% Of Labor Covered

Specify the percentage amount that a customer is charged for each labor transaction. As service transactions are posted for the particular unit or item under contract, the system will automatically calculate the price of the transaction based on the percentage not covered. The entitlement calculation can also take into account different percentages based on the service order SRO Type, the Work Code of the labor transaction, or a combination of the two.

For example, if expenses are completely covered, then the percent of coverage would be set to 100%. If only 10% of transaction is going to be charged, then the percent of coverage would be set to 90%.

% Of Material Covered

Specify the percentage amount that a customer is charged for each material transaction. As service transactions are posted for the particular unit or item under contract, the system will automatically calculate the price of the transaction based on the percentage not covered. The entitlement calculation can also take into account different percentages based on the service order SRO Type, the Family Code of the item on the material transaction, or a combination of the two.

For example, if expenses are completely covered, then the percent of coverage would be set to 100%. If only 10% of transaction is going to be charged, then the percent of coverage would be set to 90%.

Tax Code

Select the tax code, which represents how the sales tax is calculated. The codes are set up and maintained on the Tax Codes form.