General / Conversation / Greetings / Letters.Click Contract Maintenance Schedules to launch the linked Service Contract Maintenance Schedules form.Click Agreement to launch the Service Contract Rental Agreement modal form.Click Checkout/Checkin to launch the POS Checkout/Checkin form.Click Change next to the SSN field to change a masked customer social security number.Click Contract Invoice Listing to launch the linked Service Contract Invoice Listing form.Click Service Order Lines to launch the linked Service Order Lines form.Click Contract Lines to launch the linked Service Contract Lines form.Use these buttons on the form as described here: Time Zone The time zone for the contract area of service is displayed. Start/End Time For each day, the time during which the items/units under contract are covered is displayed. Override Business Hours This check box is selected if the contract has more specific business hours than the associated service type. Optionally, select a customer contact and specify The Customer tab lists address information for the customer selected in the header.Total Billed The running total of invoiced charges for the service contract or contract line is displayed. Last Processed The date of the most recent payment processing for the contract is displayed. Last Payment Received The date of the most recent payment receipt for the contract is displayed. When prorating, the number of days is determined by the Weekly Billing Times on the Contract tab of the Service Parameters form, and the holidays noted in the system. When contracts are calculated, the method for prorating to align the date with the Renewal Date is not the same as the prorate method when used to prorate to the end of the contract. The Prorate End of Billing check box is only used when prorating the end of the contract. The Prorate End of Billing check box and Renewal Date act independently. Recurring billing for all contract lines uses the specified date. Renewal Date Select the date by which the contract needs to be renewed. On the contract line, for the final contract billing. 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 This charge is added to each contract invoice. Waiver Charge Specify a percentage for the contract waiver charge. Optionally, specify this information on the General tab:Īnnual Fixed Contract Total Specify the yearly price total for a fixed contract.If you know the date the contract will end, select that date in the End Date field.īilled Thru Select the date through which the contract or contract line will be invoiced. The Start Date is set to the current date. Optionally, select the other option.Ĭustomer PO Specify the customer purchase order that relates to the contract or contract line. The default billing type selected on the Service Parameters form is displayed. For calculated billing, the contract price isīased on the rates and time periods set up between billing cycles.
Billing Type For fixed billing, the contract price is based on the manually entered total. Billing Frequency The frequency of the billing cycle is displayed. Salesperson The salesperson associated with the SRO or contract is displayed. The available codes are set up and maintained using the Contract Status Codes form. (Contract) Status The status is automatically set to Open.
Ship To To change the default location, select a ship to location.
The codes available are set up and maintainedĬustomer Select a customer for the contract. Service Type Select a type of service, which represents the type of contract sold to a customer. Optionally, leave the field blank so the system generates the next available
Date linein a contract code#
Running the Service Contract Renewal Listing ReportĬontract Specify an alphanumeric code for the contract.Determining if a Contract is Profitable.Setting Up Service Contract Maintenance Schedules.Creating a Calculated Maintenance Contract.Inventory Control and Material Planning.Microsoft Office Integration - Application Search.Infor CloudSuite Industrial Online Help.
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