Remove Lines from Contract Batch Job

You use the Remove Lines from Contract batch job to remove expired contract lines from service contracts. You can also use the batch job to print a test report.

When you run the batch job to remove expired lines from contracts, the program removes contract lines with a contract expiration date up to the date specified and creates credit memos where necessary. The test report shows the contract numbers, the service items removed, the contract expiration dates and the numbers of the credit memos that the program will create.

To run the batch job, open the Service Contract window and then click Functions, Remove Contract Lines.

You can define what is included in the batch job by setting filters. You can set additional fields on the tab by clicking the Field field, then clicking the AssistButton that appears to the right. You can also determine what is shown in the batch job by filling in the fields on the Options tab. Fill in the fields as follows:

Service Contract Line tab

Contract No.: Here you can select the contract numbers that you want to include in the batch job. To see the existing contract numbers, click the Filter field, then click the AssistButton that appears to the right.

No.: Here you can select the service item numbers that you want to include in the batch job. To see the existing service items, click the Filter field, then click the AssistButton that appears to the right.

Click the up-arrow in the lower left-hand corner of the window to see the result of the filters that you have defined for the table.

Options tab

Remove Lines to: Enter the date up to which you want to remove contract lines. The batch job will include contract lines with contract expiration dates on or before this date.

Reason Code: Here you can select the reason code for the removal of lines from the contract. To see the existing reason codes, click the Filter field, then click the AssistButton that appears to the right.

Action: Click Delete Lines if you want the batch job to remove the lines from the contract. Click Print Only if you only want to print a test report based on the selected criteria.

Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.



© 2009 Microsoft Corporation. All rights reserved.