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Exact Synergy   
 

Adding service items to a contract.

Introduction

 

Once a contract is created service items can be added to the contract. See related topics for more information about contracts and accounts.

 

Roles and Function Rights

 

 

Function right 28 [System, Maintenance, Security, Function rights, Logistics] is responsible for the rights of creating and maintaining contracts. This function right is by default linked to the role 'F&A Staff'. Users with this role are able to create and maintain the contracts.

 

Explanation

 


 

Section 'General'

In this section the main contract information is shown.

 

Customer

The field represents the account name. Using the hyperlink it brings you to the account card of the customer.

Contract

The field represents the contract number. Using the hyperlink it brings you to the contract.

Description

You can give any name or you can leave it blank.

 

Section 'Items'

In this section the number of items, variants, etc can be defined.

 

Quantity

This field represents the number of items ('db1000') the customers wants to buy.

Item

This field represents the items ('db1000') the customers wants to buy. Items are shown when:

  • the type is set to contract and
  • the sales attribute is checked and
  • the service attribute is checked and
  • the item is in the same assortment as the sales items and
  • the item is active

 

Start date

This is the day the customer starts to work with the product. As from this day the prolongation calculates the to be invoices amount.

Variant

In case price variants are defined for the item it can be selected.

 

 

The sales item shows the description of the variant. In case no description is defined the variant fields seems to remains empty although in fact a variant is linked to the sales item.

 

 

The sales section of the contract now shows the sales price,

 

 

Date: prolongation

This is the date the prolongation process is started for this item. Example. If this date is set on 01-01-2005 than this item will first be prolonged in January 2005. Read this document to view some examples (at this moment it is under construction)

Final date

The customer does not want to receive a product. Therefore the final date is used to stop the prolongation process of prolonging this item in the contract and invoicing the customer for this item.

 

Section 'Sales'

 

Prices: Default

The setting is used to instruct logistics system layer to apply default prices (prices from standard price list) instead of prices from special price list and/or price agreements.

 

Price

You can change the total price in case you calculated a different price for the sales items in total for the customer.

 

 

 

Currency

The same currency is shown as it is in the contract card itself.

 

Related Topics

 

 

Implementations

 

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: General  Document ID: 06.736.404
 Assortment:  Date: 08-06-2018
 Release:  Attachment:
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