Viewing Maintenance Contract History

If you chose to maintain contract history in the Maintenance Options window, you can view closed contracts.

Viewing Closed Contracts

Select Cards > Service Management > Service Manager.
Select a customer and select the Contract indicator.
Select the lookup button in the Contract Number field to open the Maintenance Contracts window.
Select the Contract History button to open the Contract History window, displaying the closed contracts. Select a contract to view.

In the Maintenance Contract History window, you can use the Revenue/Cost button to open the Revenue/Costs History window. This window allows you to view Actual To Date, Estimate, and Forecast costs for closed contracts.
For each cost category, you can zoom on the Estimate amount to view a breakdown of the estimate cost by month. Zooming on a non-labor estimate opens the Non Labor Cost Estimates History window, while zooming on the Labor estimate opens the Labor Cost Estimates History window. The Labor Cost Estimates History window combines your labor estimates for all five labor cost categories.
When you are finished, select OK to return to the Revenue/Costs History window.
Use the Revenue Entered button to open the Revenue Schedule History window, where you can view all recognized invoices and credit memos for this historical contract.

In the Maintenance Contract History window, you can use the Invoice History button to open the Maintenance Invoices window.