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.