Signature 2021 (18.4)
Signature 2021 (18.4)
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Assigning Existing Maintenance Contracts to a Master Contract

You can assign existing maintenance contracts to a master contract in the Assign Contracts window or the Maintenance Contract window. The date range of the maintenance contract must fall within the date range of the master contract. Existing maintenance contracts that do not have billing activity or revenue recognized, and have not been escalated can be assigned to a master contract using the Assign Contracts window.

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Using the Assign Contracts Window

  1. Select Cards > Service Management > Service Manager.

  2. Select a customer and zoom on Customer ID field.

  3. Select the Master Contract button.

  4. Select a master contract and select Assign Contracts.

  5. Select the Contract button in the Assign Contracts window. If the customer has only one address ID, the Maintenance Contract window opens. If there is more than one address ID, the Address ID window opens. Select an address ID to open the Maintenance Contract window. The address ID and master contract information default in.

  6. You can select an existing maintenance contract using the lookup button in the Contract Number field, or you can enter a new maintenance contract. You can remove maintenance contracts from the master contract in the Assign Contracts window. To do this, select the contract in the scrolling window and select Remove.

Using the Maintenance Contract Window

  1. Select Cards > Service Management > Service Manager.

  2. Select a customer and select the Contract indicator.

  3. Enter a master contract number in the Master Contract ID field. The field is disabled if the displayed maintenance contract has billing activity, recognized revenue, or has been escalated.

  4. Since the maintenance contract and the master contract must have the same Start Date, Expiration Date, Billing Frequency, Invoice Billing Day, and Branch Location, you can make the necessary changes to these fields in the Maintenance Contract window.