Maintenance Agreement

Maintenance customer order agreement records create quotation line type five.

  1. From the Quotation maintenance agreement tab, press the 'New Agreement' button or from the 'All' tab highlight the product and choose Open related > Add Maintenance Agreement.
  2. Select a maintenance agreement from the list, and click Refresh to update the display. If the agreement is not displayed, adjust the basic data.
  3. Double-click on the maintenance agreement record to manually update the sequence number, responsible, number of periods, valid to and from dates and sales price. The number of periods is used for information only, whilst the valid date range is used for when the maintenance agreement header is created.
  4. To remove maintenance agreements from the quotation, right-click the record and choose Delete.

For additional information, refer to Maintenance Agreement Records.