New Service Contract
This window opens when setting up a brand new service contract. Refer to the field descriptions in the table below when you are completing the fields in this window. Click OK to save and commit the service contract.
Fields |
Descriptions |
|---|---|
Site |
Enter a site code or click the drop-down arrow to select a site ID. |
Proposal? |
Select this checkbox if this is a proposed service contract. |
Contract # |
Enter a contract number. The system will verify that the code does not already exist. If the Service Contract Installation for 'Use auto-sequenced service contract numbers?' checkbox is selected, then when you leave the 'Contract #' field blank, the next available contract number will default automatically. If a non-sequenced code is desired, the simply type the alternate code here. |
Description |
Enter a description or click the drop-down arrow to select a description. |
Contract type |
Enter a contract type of click the drop-down arrow to select a contract type, as set up in Contract Type File Maintenance |
Work order type |
Enter a work order type or use the drop-down arrow to select a type. |
Customer |
The customer defaults from the site information. |