Creating a contract for a machine

Video

Procedure

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.

From the navigation panel, go to Relationships then Contracts.
Click on the New button
Enter in the Name of the contract
Enter a Description of the contract
Select the Start and End Date for this contract
On the Products tab, turn OFF the flag for All Products
On sub tab Individual Products, click on New
In the bottom section of the screen key in the Product code for this contract
Select the Contract Price Type. Fill in the relevant fields according to the contract price type and continue the process to add any further individual products to this contract
On the Cards tab, turn OFF the flag for All Customers
On the Machines tab, click on New
Show me
Key in the Machine product id
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.
Click on Save and Close
Continue the process to add any further machines to this contract
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.
Click on Workflow Status drop down and select Active
Click on 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.

Create a new contract, or find the contract where you wish to add the machine. See Creating a new contract for more information.
Click the Machine tab. The Machine window will open, allowing you to add an existing machine or create a new one.
Select a machine or create a new one
Click OK to save the machine.
Click Save to save the contract and continue editing it, or click Save and Close if you have finished.