Editing Maintenance Contracts
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
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. | ||
− | + | <videoflash>0WjihFBULHw</videoflash> | |
+ | |||
== 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]] | ||
Line 13: | Line 14: | ||
* '''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. | ||
Line 19: | Line 20: | ||
* '''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. | ||
Line 39: | Line 40: | ||
* '''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]] |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
Line 69: | Line 63: | ||
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. | ||
+ | |||
== Review Recurring Invoice for Contract == | == Review Recurring Invoice for Contract == | ||
Line 172: | Line 167: | ||
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>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>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>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. | ||
<br>To setup the SLA Category: | <br>To setup the SLA Category: | ||
<br>1. Go to '''Setup''' module > '''Company''' > '''Lists'''. | <br>1. Go to '''Setup''' module > '''Company''' > '''Lists'''. | ||
<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) |
− | |||
[[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. |
− | |||
− | |||
− |