Setting Up Contract Templates

You can use the Service Contract Templates window to set up contract templates, as predefined layouts of contracts that include the most commonly used service contract details. When you create service contract quotes, you can create them by using templates. The program automatically fills in the fields in the contract quote with the contents of the corresponding template fields.

To Set Up Contract Templates:

  1. Open the Service Contract Template window.

  2. Press F3 to enter a new contract template.

  3. In the No. field on the General tab, enter a number for the contract template.

Alternatively, if you have set up number series for contract templates in the Service Mgt. Setup window, you can press ENTER to have the program enter the next available contract template number. Fill in the other fields if appropriate.

  1. On the Invoice tab, fill in the Serv. Contract Acc. Gr. Code field, the invoice period, and so on. Fill in the other fields if appropriate.

  2. Click Contract, Service Discounts to add contract discounts.

For help about a specific field, click the field and press F1.


Related Topics

Creating Service Contract Quotes

Adding Contract Discounts