Maintenance Contracts - Revision history

Marks: covert videoflash to embedvideo

2020-02-28T19:07:19Z

covert videoflash to embedvideo

2019-10-10T19:55:57Z

Create a Maintenance Contract

2016-07-13T15:39:06Z

Changed contact to contract where it was needed.

2016-07-13T15:27:49Z

2016-07-13T15:26:40Z

2016-07-13T15:25:42Z

2012-04-10T23:11:16Z

Setup SLA Category to assign to a Maintenance Contract

2012-02-15T18:53:00Z

Create a Maintenance Contract

2012-01-12T19:04:32Z

Setup SLA Category to assign to a Maintenance Contract

2012-01-12T18:58:17Z

Setup SLA Category to assign to a Maintenance Contract

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 Set your customer’s equipment up on a maintenance contract and SME will generate a recurring invoice for the contract.
-<videoflash>0WjihFBULHw</videoflash>
+{{#ev:youtube| 0WjihFBULHw}}
 == Create a Maintenance Contract ==

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 * '''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.
+* '''Contract''' # - 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.

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 .       Go to '''Customers''' module > '''Maintenance Contacts'''
 <br>2.       Click '''New'''.
-<br>3.       Double click on the customer you need to create a contact for. The new maintenance contract is opened for this customer.
+<br>3.       Double click on the customer you need to create a contract for. The new maintenance contract is opened for this customer.
 [[File:Steps4_7.jpg]]

@@ Line 7: / Line 7: @@
 .       Go to '''Customers''' module > '''Maintenance Contacts'''
 <br>2.       Click '''New'''.
-<br>3.       Double click on the customer you need to create a contract for. The new maintenance contract is opened for this customer.
+<br>3.       Double click on the customer you need to create a contact for. The new maintenance contract is opened for this customer.
 [[File:Steps4_7.jpg]]

@@ Line 7: / Line 7: @@
 .       Go to '''Customers''' module > '''Maintenance Contacts'''
 <br>2.       Click '''New'''.
-<br>3.       Double click on the customer you need to create contract for. The new maintenance contract is opened for this customer.
+<br>3.       Double click on the customer you need to create a contract for. The new maintenance contract is opened for this customer.
 [[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>- 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>- 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 Item Repair tab, Click New, click SEarch next to the Customer EQ Item field and select the equipment.
+<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.

← Older revision		Revision as of 18:53, 15 February 2012
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	* '''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:~~Contract_InvoicingTab~~.~~jpg~~]]	+	[[File:Contract_Invoicing.png]]
		+
		+	<br>'''Bi-Weekly''' - adds 14 days to date
		+	<br>'''Monthly''' - adds 30 days to date
		+	<br>'''Bi-Monthly''' - adds 2 months to date
		+	<br>'''Quarterly''' - adds 90 days to date
		+	<br>'''Semi Annually''' - adds 180 days to date
		+	<br>'''Annually''' - adds 365 days to date

← Older revision		Revision as of 19:04, 12 January 2012
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	<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 and drive the due date as applicable.		<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 and drive the due date as applicable.
		+
		+	<br>Below is a screenshot showing the SLA Category due date rules populating the due date on a service order.
		+	<br>[[File:SLADueDateOptionsSetup.png]]

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 <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><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.
 <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 and you need to complete the work within 24 hours.