Converting Service Contract Quotes to Service Contracts

When a customer has accepted a service contract quote, you convert it to a service contract. At the same time, you can let the program create a service invoice for the starting period of the contract if the starting date of the contract is before the beginning of the next invoice period.

You must have created the service contract quote already.

To Convert Service Contract Quotes to Service Contracts:

  1. Open the Service Contract Quote window. Browse to the contract quote you want to convert to a service contract.

  2. Click Make Contract. A dialog box appears in which you must click Yes to confirm.

  3. If the starting date of the contract is before the beginning of the next invoice period, a dialog box appears again, asking you whether you want to create an invoice for the starting period of the contract. Click Yes to confirm.

The program creates a service contract with the status Signed. If the program creates a service invoice for the starting period of the contract, the program calculates the invoiced amount in the following way, depending on whether the contract is detailed or not:

The program posts the service invoice to the service account of the contract, even if the contract is prepaid.

Related Topics

Creating Service Contract Quotes

Invoicing Service Contracts

Adding Contract Lines to Contracts

Removing Contract Lines

Updating Contract Prices

Canceling Contracts

 



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