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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* '''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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== Setup SLA Category to assign to a Maintenance Contract == | == Setup SLA Category to assign to a Maintenance Contract == | ||
On a maintenance contract you will have customer equipment that is covered on the contract as described above. When you add any of the equipment covered on a contract to the Item Repair tab for that customer, the SLA Category on the contract drives the pricing on the service order. | On a maintenance contract you will have customer equipment that is covered on the contract as described above. When you add any of the equipment covered on a contract to the Item Repair tab for that customer, the SLA Category on the contract drives the pricing on the service order. | ||
− | + | <br><br>For example, you have a contract for a customer that covers part A and whenever you have to send a tech out to do work on that part, you won't charge for labor, services or material. | |
− | <br> | + | <br><br>The contact has Part A on the equipment tab and also has an SLA Category (service level agreement) that defines what you will charge for. |
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− | <br>For example, you have a contract for a customer that covers part A and whenever you have to send a tech out to do work on that part, you won't charge for labor, services or material and you | ||
<br>To setup the SLA Category: | <br>To setup the SLA Category: | ||
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<br>2. Select '''SLA Categories''' and click '''Edit''' in lower right corner. | <br>2. Select '''SLA Categories''' and click '''Edit''' in lower right corner. | ||
<br>3. In the editor window, enter a name at the top. | <br>3. In the editor window, enter a name at the top. | ||
− | <br>4. | + | <br>4. At the bottom, check labor, material or services if you want to charge for the items, or leave unchecked if you don't want the customer to be charged for those items when working on material covered on a maintenance contract. (image below) |
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[[File:CreateSLACategory.png]] | [[File:CreateSLACategory.png]] | ||
− | <br>You can also manually select an SLA category on any service order and the rules defined in the SLA category will define what items will be charged for on the service or install order | + | <br>You can also manually select an SLA category on any service order and the rules defined in the SLA category will define what items will be charged for on the service or install order. |
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