Editing Maintenance Contracts
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Set your customer’s equipment up on a maintenance contract and SME will generate a recurring invoice for the contract. | Set your customer’s equipment up on a maintenance contract and SME will generate a recurring invoice for the contract. | ||
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== Create a Maintenance Contract == | == Create a Maintenance Contract == | ||
1. Go to '''Customers''' module > '''Maintenance Contacts''' | 1. Go to '''Customers''' module > '''Maintenance Contacts''' | ||
<br>2. Click '''New'''. | <br>2. Click '''New'''. | ||
− | <br>3. Double click on the customer you need to create | + | <br>3. Double click on the customer you need to create contact for. The new maintenance contract is opened for this customer. |
[[File:Steps4_7.jpg]] | [[File:Steps4_7.jpg]] | ||
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* '''Site''' and '''Billing''' tabs – This is pulled from the customer record for the customer selected. | * '''Site''' and '''Billing''' tabs – This is pulled from the customer record for the customer selected. | ||
− | * ''' | + | * '''Contact''' # - This field will be auto-populated with a contract number once the contract is saved. If you would rather manually type in a number, you have to provide the user permission to “initialize numbers” in the user group settings. |
* '''Date of Expiration''' – Select the date the contact ends. You can also click + to select the period (e.g. 30 days, 1 year) and SME will update the date. | * '''Date of Expiration''' – Select the date the contact ends. You can also click + to select the period (e.g. 30 days, 1 year) and SME will update the date. | ||
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* '''Salesperson''' – Select the salesperson on this contract. | * '''Salesperson''' – Select the salesperson on this contract. | ||
− | * '''SLA Category''' – Select the SLA Category that applies to the contract. | + | * '''SLA Category''' – Select the SLA Category that applies to the contract. |
* '''Contract Status''' – You can customize this drop down list to reflect the milestone you move your contracts through. You can sort and filter your contracts by this field in the search window. It doesn’t prompt anything, it is simply for reference. | * '''Contract Status''' – You can customize this drop down list to reflect the milestone you move your contracts through. You can sort and filter your contracts by this field in the search window. It doesn’t prompt anything, it is simply for reference. | ||
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* '''Billing Frequency''' – Select how frequently the recurring invoice will generate an invoice for this contract. | * '''Billing Frequency''' – Select how frequently the recurring invoice will generate an invoice for this contract. | ||
− | [[File: | + | [[File:Contract_InvoicingTab.jpg]] |
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A recurring invoice will be created in the Receivables module. The recurring invoice will generate invoices based on the rules you setup in the contract. | A recurring invoice will be created in the Receivables module. The recurring invoice will generate invoices based on the rules you setup in the contract. | ||
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== Review Recurring Invoice for Contract == | == Review Recurring Invoice for Contract == | ||
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[[File:customerequipment_maintenancetab2.jpg]] | [[File:customerequipment_maintenancetab2.jpg]] | ||
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