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This contract applies to a machine, which means when you select during a sale that it is for a machine, it applies this contract to it.

  1. From the Navigation panel
  2. Click on Relationships
  3. Click on Contracts
  4. Click on button New (or Create, then New depending on what screen resolution you have)
  5. Key in the Name of the contract
  6. Key in the long Description of the contract
  7. Leave Workflow Status as InActive (at this point)
  8. Select the Start Date for this contract
  9. Select the End Date for this contract
  10. On the products tab
  11. Turn OFF the flag for All Products
  12. On sub tab Individual Products
  13. Click on New
  14. In the bottom section of the screen key in the Product code for this contract
  15. Select the Contract Price Type
  16. Fill in the relevant fields according to the contract price type
  17. Continue the process to add any further individual products to this contract
  18. On the Cards tab
  19. Turn OFF the flag for All Customers
  20. On the Machines tab
  21. Click on New
  22. Key in the Machine product id
  23. If the Start Date and End Date are different to the main contract start and end dates, then fill these in.  If they are not different to the main contract start and end dates, leave these date fields blank.
  24. Click on Save and Close
  25. Continue the process to add any further machines to this contract
  26. Once you start entering a machine into the contract you will notice the Customer tab will disappear.  This is because the contract applies to a machine not to a customer.
  27. Check you are happy with the contract the way that it is
  28. Click on Workflow Status drop down and select Active
  29. Click on button Save and Close.

Adding a machine to a contract

Machines can be added to contracts. If a contract has a machine associated with it, you can generate a service order from the Machine tab by clicking Generate Service Order.

  1. Create a new contract, or find the contract where you wish to add the machine. See Creating a new contract for more information.

  2. Click the Machine tab. The Machine window will open, allowing you to add an existing machine or create a new one.

     Show me

  3. Add the machine:
    • Click Insert to insert an existing machine.
    • Click New to create a new machine.

  4. Click OK to save the machine.

  5. Click Save to save the contract and continue editing it, or click Save and Close if you have finished.

 



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