Editing Maintenance Contracts
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Latest revision | Your text | ||
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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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<br>How to add the equipment to the Item Repair tab on a service or install order: | <br>How to add the equipment to the Item Repair tab on a service or install order: | ||
− | <br>- Go to Customer Equipment, right click on Equipment and select | + | <br>- Go to Customer Equipment, right click on Equipment and select New Service Order or New Install Order. The order will be created with the equipment on the Item Repair tab and the SLA category associated with the contract the equipment is on populating the order. |
− | <br>- Create a service or install order, click | + | <br>- Create a service or install order, click Item Repair tab, Click New, click SEarch next to the Customer EQ Item field and select the equipment. |
<br>The SLA Category defines what the customer is getting charged for on the order ''and/or'' drives the due date on the order. | <br>The SLA Category defines what the customer is getting charged for on the order ''and/or'' drives the due date on the order. |