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.

For these fields, select the range of values that you want to include in the close process:

Contract
Customer
Service Type

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.