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.
-
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:
- Daily
- Weekly
- Monthly
- Bi-Monthly
- Quarterly
- Semi-Annually
- Annually
- One Time
- In Arrears
- 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.
- Click Process to complete the creation of the new contract.
- Click Cancel to cancel the process and close the form without saving your changes.