The programs available from the Contracts menu allow you to enter, correct, and print service contracts in the system. Proposals entered through Proposal Entry can be imported into contracts during Contract Entry.
Contracts are identical to proposals except contracts have been authorized by the customer and effect service billing and can trigger preventative maintenance events. Service contracts administer the rules for equipment service, customer, rates, preventative maintenance and meter maintenance. Equipment can be actively covered under one service contract.
Contract Entry. Enter contracts into the system through the Contract Entry program. The program is similar to all the Sales Orders entry programs in that the contract is entered for a particular customer along with the items and prices being proposed. Contracts are entered with an assigned effective date (the system date) and expiration date, which can both be changed. Use this program to correct or edit existing contracts.
Contract Print. Print or reprint existing contracts through the Contract Print program.
See also