Creating a Contract Using Drag and Drop Functionality

The status of the contract is automatically set to Open.

• For an existing customer, select the customer for whom you are creating the contract. You can select by number or name. This information is displayed by default based on the customer:
  • Ship To location
  • Customer contact
  • Email address and phone numbers for contact
• For a new customer, click New Customer and use Quick Customer Creation to add a new customer.

• Use the Unit or Item search tabs to find the desired record and drag and drop the record directly onto the Lines grid.
• Manually add a new line to the grid and select the applicable unit, item, and rate information.

Service Type

Select the service type set up for rentals on the Contract Service Types form.

Product Code

Select the product code to use for the contract.

Warehouse

The contract warehouse is displayed.

Waiver Charge

Specify a percentage for the contract waiver charge. This charge is added to each contract invoice.

Discount

Specify any discounted amount for the contract.

Tax Code

Select the tax code for the contract.

Salesperson

Select the salesperson to associate with the contract.

Customer PO

Specify the customer purchase order that relates to the contract or contract line.

Prepayment Amount %

Specify a required prepayment amount for the service type.

Fixed Contract Total

Specify the yearly price total for a fixed contract.

Terms Code

Select the terms code to use to identify specific billing terms that apply to this customer. The terms code is used when determining the transaction due date and the discount information.

Start/End Date

The Start Date is set to the current date. Select the ending date of the contract.

Billing Type

The billing type is set to Calculated by default. Optionally, select Fixed as the billing type.

Billed Thru Date

The current date and time is displayed.

Bill To

The billing location for the customer is displayed.

Billing Frequency

The frequency of the billing cycle is displayed. You can select a different frequency.

Prorate End of Billing

Select this check box to automatically calculate the amount to be invoiced based on the rate type and the amount of time remaining on the contract line, for the final contract billing.

Renewal Date

Select the date by which the contract needs to be renewed. Recurring billing for all contract lines uses the specified date.

Fixed Rate

If you select this check box, the exchange rate for calculating the invoice amount is hard-coded and does not change over time. If you clear the check box, the exchange rate is acquired from the Currency Code and Currency Rates.

Exchange Rate

The exchange rate is displayed, if applicable.

Ship To

The shipping location is displayed for the customer.

• Description
• Fax Number
• Pager Address
• Home Phone
• Text Message Address

Optionally, specify different information for these fields.