Use this program to enter and maintain service contracts into the Service & Repair System. You can print the contract after you have completed the footer information.
The Contract Entry screen consists of three sections:
|
Header |
enter the customer number, site, effective and expiration dates, etc. |
|
Line Entry |
enter each piece of equipment and its corresponding price and quantity |
|
Footer |
enter a memo, tax code, tax amount, discount |
During Contract and Proposal Entry, if you have multiple pieces of equipment to add with similar characteristics, click Options>Set template to select a default contract template.
You can assign the same equipment to multiple contracts. If the pricing routines discover the equipment on a contract that has expired, it will continue its search until a valid contract could be found. A message is displayed indicating the contract where the equipment is already under contract and the expiration date for the old pricing. The pricing on the new contracts will not go into effect until the old one expires.
Click field descriptions for information on each field.