Contract Utility

Maintenance contracts and associated information may be moved or copied from one contract to another using this utility. The customer name, location, and contract number may also be changed.

The copy option copies the information of an existing contract to a new contract. The move option permanently changes the customer name, location, or contract number of a contract. In addition, the move option moves only calls assigned to the contract being moved when the call date falls within the date range, and only moves MC and MCC calls.

1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Contract Utility.
2. Complete the following fields, as necessary.

   • Select Action
     Select to either copy or move the contract information. If you select Copy, the source record is left unchanged. The transfer of service history is not available for the copy process. If you select Move, the source record information is moved to the destination record. 

     

     When using the move process, the source contract is deleted.

   • Start Date, Expiration Date
     If you chose Copy, enter dates for the new (destination) contract.
   • Customer ID, Location ID, Contract Numbers
     Enter the source record information.
   • Customer ID, Location ID, Contract Numbers
     Enter new record information for the destination. If you are moving the contract information, the source information is erased.
   • All, Escalation, Revenue/Cost, Service History, Attached Equipment, Task Schedule
     Mark the checkboxes for the information you wish to move or copy. If you mark Service History, enter dates in the From and To fields. Marking the Attached Equipment checkbox enables the Task Schedule checkbox.
   • Start Task Schedule based on first available service date
     Mark this checkbox if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule. This checkbox is enabled only for 2, 3, 4, or 6-month tasks.
3. Select OK. The display indicates when the move or copy is successful. If duplicate equipment was found at the destination location, you receive an error message and the copy/move is terminated. To avoid this situation, rename the equipment at one of the locations.

Data Files Affected

The following data files are affected during the copy process.

The following data files are affected during a move process.