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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<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. |