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Processing Service Contracts

This job aid contains instructions related to processing of service contracts in MYOB Acumatica.

Creating a Master Contract

  1. Open the Master Contracts (FS204700) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Master Contract ID box, type the identifier of the master contract.
  4. In the Customer box, select the customer with which the contract is signed.
  5. If needed, in the Branch box, select the branch that provides services associated with the contract.
  6. In the Description box, enter a brief description of the master contract.
  7. On the form toolbar, click Save.

 

Creating a Service Contract Billed at the End of the Period

  1. Open the Service Contracts (FS305700) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Customer box of the Summary area, select the customer with which the contract is signed.
  4. Check the location of the customer in the Location box.
  5. In the Project box, choose a particular project related to this service contract. (The system inserts the non-project code by default.)
  6. If you select a particular project, choose the default task for the project in the Default Project Task box.
  7. If needed, in the Description box, enter a brief description of the service contract.
  8. On the Summary tab, in the Contract Settings section, do the following:
    1. In the Start Date box, select the start date when the service orders or appointments can be generated for this contract.
    2. If the contract expires on a certain date, in the Expiration Type box, select Expiring.
    3. If the contract has an expiration date, in the Expiration Date box, select the end date of the contract.
    4. In the Schedule Generation Type box, choose the option to indicate whether the service contract will generate service orders or appointments.
    5. If a supplier (instead of the staff members of your company) performs the services associated with the service contract, in the Supplier box, select the supplier.
    6. If a particular salesperson sells the services of the contract to the customer, specify the identifier of the assigned salesperson in the Salesperson ID box.
    7. If the company pays commission to the salesperson, select the Commissionable check box.
  9. On the Summary tab, in the Billing Settings section, do the following:
    1. In the Branch box, check the branch of your company that handles the service orders of the service contract, and change it if needed.
    2. In the Branch Location box, check the branch location of your company that handles the service orders of the service contract, and change it if needed.
    3. In the Billing Type box, select End-Period Plus.
    4. If the billing documents must be sent to an email address other than the one specified for the customer, perform the following steps (otherwise, leave the default option in the Bill To box and leave the other boxes blank):
      1. In the Bill To box, select Specific Account.
      2. In the Billing Customer box, specify the customer account that should receive the invoices.
  10. In the Billing Location box, make sure that the correct location (to which invoices must be sent) is selected, and change the location if needed.
  11. In the Billing Type Settings section, in the Period box, select the duration of the periods for which invoices will be generated (at the end of each period).
  12. On the Services per Period tab, for each service or non-stock item you want to add, click Add Row, and do the following:
    1. In the Line Type column, ensure the user selects the correct line type (Service or Non-Stock Item), and change it if needed.
    2. In the Inventory ID column, select the identifier of the service or non-stock item you want to add to the prepaid contract.
    3. If needed, in the Target Equipment ID column, select the piece of target equipment associated with the service or non-stock item.
    4. In the Billing Rule column, check the billing rule related to the service or non-stock item, and change the rule if needed.
    5. In the Value column, check the quantity of the service or non-stock item, and change the quantity if needed.
    6. In the Recurring Item Price column, specify the price of the service or non-stock item that the customer prepays for in each period.
    7. In the Overage Item Price column, specify the price that the customer pays for the service or non-stock item if the quantity exceeds the limit in the period.
  13. On the form toolbar, click Save.

 

Creating a Service Contract Billed at the Time of Service

  1. Open the Service Contracts (FS305700) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Customer box of the Summary area, select the customer with which the contract is signed.
  4. Check the location of the customer in the Location box and change it if needed.
  5. In the Project box, choose a particular project related to this service contract. (The system inserts the non-project code by default.)
  6. If you select a particular project, choose the default task for the project in the Default Project Task box.
  7. If needed, in the Description box, enter a brief description of the service contract.
  8. On the Summary tab, in the Contract Settings section, do the following:
    1. In the Start Date box, select the start date when the service orders or appointments can be generated for this contract.
    2. If the contract expires on a certain date, in the Expiration Type box, select Expiring.
    3. If the contract has an expiration date, in the Expiration Date box, select the expiration date of the contract.
    4. In the Schedule Generation Type box, choose the option to indicate whether the service contract will generate service orders or appointments.
    5. If a supplier (instead of the staff members of your company) performs the services associated with the service contract, in the Supplier box, select the supplier.
    6. If a particular salesperson sells the services of the contract to the customer, specify the identifier of the assigned salesperson in the Salesperson ID box.
    7. If the company pays commission to the salesperson, select the Commissionable check box.
  9. On the Summary tab, in the Billing Settings section, do the following:
    1. In the Branch box, check the branch of your company that handles the service orders of the service contract, and change it if needed.
    2. In the Branch Location box, check the branch location of your company that handles the service orders of the service contract, and change it if needed.
    3. Select At Time of Service in the Billing Type box.
    4. If the invoices must be sent to an email address other than the one specified for the customer, perform the following steps (otherwise, leave the default option in the Bill To box and leave the other boxes blank):
      1. In the Bill To box, select Specific Account.
      2. In the Billing Customer box, specify the customer account that should receive the invoices.
      3. Select the correct location in the Billing Location box for sending invoices and change the location if needed.
  10. In the Billing Type Settings section, in the Take Prices From box, select the source of the prices for each item in the contract as follows:
    1. To use for billing the regular sales prices specified in accounts receivable, select the Regular Price option.
    2. To use for billing the service prices and inventory item prices in the contract, select the Contract option.
  11. On the form toolbar, click Save.

 

Creating a Route Service Contract Billed at the Time of Service

  1. Open the Route Service Contracts (FS300800) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Customer box, select the customer with which the contract is signed.
  4. Check the location of the customer in the Location box and change it if needed.
  5. In the Project box, choose a particular project related to this service contract. (The system inserts the non-project code by default.)
  6. If you select a particular project, choose the default task for the project in the Default Project Task box.
  7. If needed, in the Description box, enter a brief description of the service contract.
  8. On the Summary tab, in the Contract Settings section, do the following:
    1. In the Start Date box, select the start date when the service orders or appointments can be generated for this contract.
    2.  If the contract expires on a certain date, in the Expiration Type box, select Expiring.
    3. If the contract has an expiration date, in the Expiration Date box, select the end date of the contract.
    4. If a supplier performs services associated with the service contract, in the Supplier box, select the supplier.
    5. If a particular salesperson sells services to the customer, specify the salesperson assigned to the customer in the Salesperson ID box.
    6. If the company pays the commission to the salesperson, select the Commissionable check box.
  9. On the Summary tab, in the Billing Settings section, do the following:
    1. In the Branch box, check the branch of your company that handles the service orders of the service contract, and change it if needed.
    2. In the Branch Location box, check the branch location of your company that handles the service orders of the service contract, and change it if needed.
    3. Select At Time of Service in the Billing Type box.
    4. If the billing documents must be sent to an email address other than the one specified for the customer, perform the following steps (otherwise, leave the default option in the Bill To box and leave the other boxes blank):
      1. In the Bill To box, select Specific Account.
      2. In the Billing Customer box, specify the customer account that should receive the invoices.
      3. Select the correct location in the Billing Location box for sending invoices and change the location if needed.
  10. In the Billing Type Settings section, in the Take Prices From box, select the source of the prices for each item in the contract as follows:
    1. Select the Regular Price option to use for billing the regular sales prices specified in the accounts receivable functional area.
    2. Select the Contract option to use for billing the service prices and inventory item prices in the contract.
  11. On the form toolbar, click Save.

 

Creating a Route Service Contract Billed at the End of the Period

  1. Open the Route Service Contracts (FS300800) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Customer box, select the customer with which the contract is signed.
  4. Check the location of the customer in the Location box and change it if needed.
  5. In the Project box, choose a particular project related to this service contract. (The system inserts the non-project code by default.)
  6. If you select a particular project, choose the default task for the project in the Default Project Task box.
  7. If needed, in the Description box, enter a brief description of the service contract.
  8. On the Summary tab, in the Contract Settings section, do the following:
    1. In the Start Date box, select the start date when the service orders or appointments can be generated for this contract.
    2. If the contract expires on a certain date, in the Expiration Type box, select Expiring.
    3. If the contract has an expiration date, in the Expiration Date box, select the end date of the contract.
    4. In the Schedule Generation Type box, choose the option to indicate whether appointments or no documents will generate for the service contract.
    5. If a supplier performs services associated with the service contract, in the Supplier box, select the supplier.
    6. If a particular salesperson sells services to the customer, specify the salesperson assigned to the customer in the Salesperson ID box.
    7. If the company pays the commission to the salesperson, select the Commissionable check box.
  9. On the Summary tab, in the Billing Settings section, do the following:
    1. In the Branch box, check the branch of your company that handles the service orders of the service contract, and change it if needed.
    2. In the Branch Location box, check the branch location of your company that handles the service orders of the service contract, and change it if needed.
    3. In the Billing Type box, select End-Period Plus.
    4. If the billing documents must be sent to an email address other than the one specified for the customer, perform the following steps (otherwise, leave the default option in the Bill To box and leave the other boxes blank):
      1. In the Bill To box, select Specific Account.
      2. In the Billing Customer box, specify the customer account that should receive the invoices.
      3. Select the correct location in the Billing Location box and change the location if needed.
  10. In the Billing Type Settings section, in the Period box, select the duration of the periods at the end of which invoices will be generated.
  11. On the Services per Period tab, for each route service or non-stock item you want to add, click Add Row, and do the following:
    1. In the Line Type column, make sure the correct line type is selected, and change it if needed.
    2. In the Inventory ID column, select the service or non-stock item you want to add to the prepaid contract.
    3. If needed, in the Target Equipment ID column, select the piece of target equipment associated with the service or non-stock item.
    4. In the Billing Rule column, check the billing rule related to the service or non-stock item, and change it if needed.
    5. In the Value column, check the value of the service or non-stock item, and change it if needed.
    6. In the Recurring Item Price column, specify the price of the service or non-stock item that the customer prepays in each period.
    7. In the Overage Item Price column, specify the price that the customer pays for the service or non-stock item if the amount of the service or non-stock item exceeds the limit in the period.
  12. On the form toolbar, click Save.

 

Adding a Schedule

  1. Open the Service Contract Schedules (FS305100) form.
  2. In the Service Contract ID box, select the service contract for which you want to create a schedule.
  3. You can also open the service contract in the following way:
    1. Open the Service Contracts (FS305700) form.
    2. In the Service Contract ID box, select the service contract for which you want to create a schedule.
    3. On the Schedules tab, click Add Schedule.
  4. In the Location box, check the location for which you want to create a schedule, and change it if needed.
  5. In the Service Order Type box, select the type of the service orders you want to associate with the contract.
  6. If the system generates appointments for the service contract, specify the time in the Schedule Start Time box when the system schedules the generated appointments to start.
  7. In the Start Date box, enter the date from which the system generates the schedule.
  8. If needed, in the Expiration Date box, specify the date until which you can generate the schedule.
  9. If needed, on the Details tab, specify services to be performed and comments and instructions to the services as follows:
    1. Click Add Row.
    2. In the Line Type column, do the following:
      1. To add to the schedule a service (that is, a non-stock item of the Service type), select Service.
      2. To add to the schedule a non-stock item of a type other than Service, select Non-Stock Item.
      3. To add to the schedule a service template, select Service Template.
      4. To add to the schedule a stock item, select Inventory Item.
      5. To leave a comment on the services related to the schedule, select Comment.
      6. To leave an instruction related to the schedule, select Instruction.
    3. If you have selected Service or Non-Stock Item in the Line Type column, do the following:
      1. In the Inventory ID column, select the service that the schedule specifies.
      2. Check the billing rule for the service in the Billing Rule column and change it if needed.
      3. Check the quantity of line items in the Estimated Quantity column and change it if needed.
      4. Check the estimated time for the line item in the Estimated Duration column and change it if needed.
    4. If needed, in the Target Equipment ID column, select the equipment for which the service is provided.
    5. Check the description of the service or non-stock item in the Transaction Description column and change it if needed.
    6. If you have selected Inventory Item in the Line Type column, do the following:
      1. Select the stock item in the Inventory ID column to involve in the service contract schedule.
      2. Check the quantity of line items in the Estimated Quantity column and change it if needed.
      3. If needed, in the Equipment Action column, a staff member selects the action. If needed, in the Target Equipment ID column, select the equipment for which the service is provided.
      4. Check the description of the stock item in the Transaction Description column and change it if needed.
    7. If you have selected Service Template in the Line Type column, do the following:
      1. In the Service Template ID column, select the service template that the schedule performs.
      2. Check the billing rule for the service in the Billing Rule column and change it if needed.
      3. Check the description of the service template in the Transaction Description column and change it if needed.
    8. If you have selected Comment or Instruction in the Line Type column, in the Transaction Description column, enter the comment or instruction for the services related to the schedule.
  10. On the Recurrence tab, do the following:
    1. Under Frequency Settings, select one of the following options:
      1. If you want to repeat the schedule daily or every x days, click Daily.
      2. If you want to repeat the schedule weekly or every x weeks, click Weekly.
      3. If you want to repeat the schedule monthly or every x months, click Monthly.
      4. If you want to repeat the schedule yearly or every x years, click Yearly.
    2. If you have selected the Daily, Weekly, or Monthly frequency type, and the Season Settings section is available, in the Season Settings section, clear the check boxes for the months when the schedule does not occur, if applicable. (The system selects all the months by default.)
    3. If you have selected the Daily frequency type, in the Every box of the Daily Settings section, specify the integer that represents how often in days the schedule occurs.
    4. If you have selected the Weekly frequency type, in the Weekly Settings section, do the following:
      1. In the Every box, specify the integer that represents how often in weeks the schedule occurs.
      2. Select the check boxes for the days of the week when the schedule rule applies.
    5. If you have selected the Monthly frequency type, in the Monthly Settings section, specify the following information:
      1. In the Every box, select the integer that represents how often in months the schedule occurs.
      2. If you want to specify the specific day of the month when the schedule occurs, select the Fixed Day of Month option button, and specify the number of the day of the month.
      3. If you want to specify the week of the month and the day of the week when the schedule occurs, select the Fixed Day of Week option button, and specify the applicable week of the month and the day of the week.
      4. If you have selected the Monthly frequency type and you want to apply a second rule for the same month, select the Monthly 2 Selected check box in the Second Recurrence Monthly Settings section, and make your selections as described in Step 10.e above.
      5. If you have selected the Monthly frequency type and you want to apply a third rule for the same month, repeat Step 10.e in the Third Recurrence Monthly Settings section.
      6. If you have selected the Monthly frequency type and you want to apply a fourth rule for the same month, repeat Step 10.e in the Fourth Recurrence Monthly Settings section.
    6. If you selected the Yearly frequency type, in the Yearly Settings section, do the following:
      1. In the Every box, select the integer representing how often in years the schedule occurs.
      2. Select the check boxes of the months when the schedule occurs.
      3. If you want to specify the specific day of the month when the schedule occurs, select the Fixed Day of Month option button and specify the number of the day of the month.
      4. If you want to specify the week of the month and the day of the specific week when the schedule occurs, select the Fixed Day of Week option button, and specify the number of the week of the month and the day of the week.
  11. On the form toolbar, click Save.

 

Adding a Route Schedule

  1. Open to the Route Service Contract Schedules (FS305600) form.
  2. In the Service Contract ID box, select the service contract for which you want to create a schedule. You can also open the route service contract in the following way:
    1. Open the Route Service Contracts (FS300800) form.
    2. In the Service Contract ID box, select the service contract for which you want to create a schedule.
    3. On the Schedules tab, click Add Schedule.
  3. In the Location box, check the customer location, and change it if needed.
  4. In the Service Order Type box, select the type of the service orders you want to associate with the contract.
  5. If needed, on the Details tab, add each line item by doing the following:
    1. Click Add Row.
    2. In the Line Type column, do the following:
      1. To add to the schedule a service (that is, a non-stock item of the Service type), select Service.
      2. To add to the schedule a non-stock item of a type other than Service, select Non-Stock Item.
      3. To add to the schedule a service template, select Service Template.
      4. To add to the schedule a stock item, select Inventory Item.
      5. To leave a comment on the services related to the schedule, select Comment.
      6. To leave an instruction related to the schedule, select Instruction.
    3. If you have selected Service or Non-Stock Item in the Line Type column, do the following:
      1. In the Inventory ID column, select the identifier of the service or non-stock item that the schedule requires.
      2. Check the billing rule for the service in the Billing Rule column and change it if needed.
      3. Check the estimated time for the line item in the Estimated Duration column and change it if needed.
      4. Check the quantity of the line item in the Estimated Quantity column and change it if needed.
      5. If needed, in the Target Equipment ID column, select the identifier of the equipment for which the line item is provided.
      6. Check the description of the service or non-stock item in the Transaction Description column and change the description if needed.
    4. If you have selected Inventory Item in the Line Type column, do the following:
      1. In the Inventory ID column, select the stock item to be involved in the service contract schedule.
      2. Check the estimated quantity of line items in the Estimated Quantity column and change it if needed.
      3. If needed, select the equipment for which the service provider offers service in the Target Equipment ID column.
      4. Check the description of the stock item in the Transaction Description column and change it if needed.
    5. If you have selected Service Template in the Line Type column, do the following:
      1. In the Service Template ID column, select the service template by its identifier that performs services according to the schedule.
      2. Check the billing rule for the service in the Billing Rule column and change the rule if needed.
      3. Check the description of the service template in the Transaction Description column and change the description if needed.
      4. If needed, in the Target Equipment ID column, select the identifier of the equipment that provides the services.
    6. If you have selected Comment or Instruction in the Line Type column, in the Transaction Description column, enter the comment or instruction for the services related to the schedule.
  6. On the Recurrence tab, do the following:
    1. Under Frequency Settings, select one of the following options:
      1. If you want to repeat the schedule daily or every x days, click Daily.
      2. If you want to repeat the schedule weekly or every x weeks, click Weekly.
      3. If you want to repeat the schedule monthly or every x months, click Monthly.
      4. If you want to repeat the schedule annually or every x years, click Yearly.
    2. If you have selected the Daily, Weekly, or Monthly frequency type, and the Season Settings section is available, in the Season Settings section, clear the check boxes for the months when the schedule does not occur, if applicable. (The system selects all the months by default.)
    3. If you have selected the Daily frequency type, in the Every box of the Daily Settings section, specify the integer that represents how often in days the schedule occurs.
    4. If you have selected the Weekly frequency type, in the Weekly Settings section, do the following:
      1. In the Every box, specify the integer that represents how often in weeks the schedule occurs.
      2. Select the check boxes for the days of the week when the schedule applies the recurrence.
    5. If you have selected the Monthly frequency type, in the Monthly Settings section, do the following:
      1. In the Every box, select the integer that represents how often in months the schedule occurs.
      2. If you want to specify the specific day of the month when the schedule occurs, select the Fixed Day of Month option button, and specify the number of the day of the month.
      3. If you want to specify the week of the month and the day of the week when the schedule occurs, select the Fixed Day of Week option button, and specify the applicable week of the month and the day of the week.
      4. If you have selected the Monthly frequency type and you want to apply a second rule for the same month, select the Monthly 2 Selected check box in the Second Recurrence Monthly Setting section, and make your selections as described in sub step.
      5. If you have selected the Monthly frequency type and you want to apply a third rule for the same month, repeat Step 11.e in the Third Recurrence Monthly Setting section.
    6. If you have selected the Monthly frequency type and you want to apply a fourth rule for the same month, repeat Step 11.e in the Fourth Recurrence Monthly Setting section.
    7. If you have selected the Yearly frequency type, in the Yearly Settings section, do the following:
      1. In the Every box, select the integer representing how often in years the schedule occurs.
      2. Select the check boxes of the months when the schedule occurs.
      3. If you want to specify the specific day of the month when the schedule occurs, select the Fixed Day of Month option button, and specify the number of the day of the month.
      4. If you want to specify the week of the month and the day of the specific week when the schedule occurs, select the Fixed Day of Week option button, and specify the number of the week of the month and the day of the week.
  7. On the Route tab, in the Route ID box, select the route related to the schedule.
  8. On the form toolbar, click Save.

 

Activating a Route Service Contract with Draft Status

  1. Open the Route Service Contracts (FS300800) form.
  2. In the Service Contract ID box, select the contract you want to activate.
  3. On the More menu (under Processing), click Activate. The system assigns the contract the Active status.

 

Activating a Service Contract with Draft Status

  1. Open the Service Contracts (FS305700) form.
  2. In the Service Contract ID box, select the contract you want to activate.
  3. On the More menu (under Processing), click Activate. The system assigns the contract the Active status.

 

Activating a Route Service Contract with Suspended Status

  1. Open the Route Service Contracts (FS300800) form.
  2. In the Service Contract ID box, select the contract you want to activate.
  3. On the More menu (under Processing), click Activate. The Activate Contract dialog box opens.
  4. In the Activation Date box of the dialog box, select the date since which the system must activate the contract.
  5. If schedules have been applied to the contract, do the following for each schedule for which you want to change the default date since which the service orders or appointments can be generated:
    1. In the Change Recurrence column, select the check box.
    2. Specify the date in the Effective Recurrence Start Date column since which the schedule can generate service orders or appointments.
  6. Click OK.

The system assigns the contract the Active status.

 

Activating the Next Period for Contracts Billed at the End of the Period

  1. Open the Service Contracts (FS305700) form.
  2. In the Service Contract ID box of the Summary area, select the contract for which you want to activate the period.
  3. On the Services per Period tab, ensure that you select Modify Upcoming Billing Period in the Actions box.
  4. On the table toolbar, click Activate Period.

 

Activating a Service Contract with Suspended Status

  1. Open the Service Contracts (FS305700) form.
  2. In the Service Contract ID box, select the contract you want to activate.
  3. On the More menu (under Processing), click Activate. The Activate Contract dialog box opens.
  4. In the Activation Date box of the dialog box, select the date when you must activate the contract.
  5. If schedules have been applied to the contract, do the following for each schedule for which you want to change the default start date when the service orders or appointments can be generated:
    1. In the Change Recurrence column, select the check box.
    2. Specify the start date in the Effective Recurrence Start Date column when the schedule can generate service orders or appointments.
  6. Click OK.

 

Cancelling a Route Service Contract

  1. Open the Route Service Contracts (FS300800) form.
  2. In the Service Contract ID box, select the contract you want to cancel.
  3. On the More menu (under Processing), click Cancel. The Terminate Contract dialog box opens.
  4. In the Cancellation Date box, select the date since which you want to cancel the contract and click OK.

The system assigns the contract the Canceled status

 

Cancelling a Service Contract

  1. Open the Service Contracts (FS305700) form.
  2. In the Service Contract ID box, select the contract you want to cancel.
  3. On the More menu (under Processing), click Cancel.
  4. In the Cancellation Date box of the Terminate Contract dialog box, select the starting date when you must cancel the contract.
  5. Click OK.

 

Suspending a Route Service Contract

  1. Open the Route Service Contracts (FS300800) form.
  2. In the Service Contract ID box, select the contract you want to suspend.
  3. On the More menu (under Processing), click Suspend.
  4. In the Suspension Date box of the Suspend Contract dialog box, select the date since which the contract must be suspended.
  5. Click OK.

The system assigns the contract the Suspended status.

 

Suspending a Service Contract

  1. Open the Service Contracts (FS305700) form.
  2. In the Service Contract ID box, select the contract you want to suspend.
  3. On the More menu (under Processing), click Suspend.
  4. In the Suspension Date box of the Suspend Contract dialog box, select the starting date to suspend the contract.
  5. Click OK.

 

Updating Statuses of Multiple Contracts

  1. Open the Process Service Contracts (FS501200) form.
  2. In the Action box, select Update to Upcoming Status.
  3. If needed, in the Branch box, select the branch of the service contracts whose status you want to update.
  4. If needed, in the Branch Location box, select the branch location of the service contracts whose status you want to update.
  5. If needed, in the Customer box, select the customer for whom the service contracts perform services that you want to update.
  6. If needed, in the Service Contract ID box, select the service contract whose status you want to update.
  7. Do one of the following:
    1. Click Process All to process all the listed service contracts.
    2. Select the unlabelled check box in the row of each service contract whose status you want to update.
    3. Click Process.

 

Generating Service Orders or Appointments for a Service Contract

  1. Open the Generate from Service Contracts (FS500300) form.
  2. If needed, in the Filtering Option section of the form, do any of the following:
    1. In the Customer box, select the customer to generate service orders and appointments for a particular customer.
    2. In the Location box, select the customer location to generate service orders and appointments for a particular customer location.
    3. In the Branch box, select the branch to generate service orders and appointments for a particular branch.
    4. In the Branch Location box, select the branch location to generate service orders and appointments for a particular branch location.
  3. In the Generate Up To box of the Generation Options section, select the date through which you want to generate the schedules.
  4. Do one of the following:
    1. On the form toolbar click Process All to generate service orders and appointments for all listed schedules.
    2. Select the unlabelled check box for each schedule you want to generate and, on the form toolbar, click Process.