Master Contracts

With the optional Master Contracts module, you can create master contracts that cover a group of maintenance contracts and allow for them to be billed on one invoice. A master contract may be assigned to only one customer but may span more than one location for that customer. A maintenance contract may only be assigned to one master contract. 

The branch location must be the same for all maintenance contracts and the master contract they are assigned to. The date range of each maintenance contract must fall within the start and end dates of the master contract.

Existing maintenance contracts that have billing activity, have revenue recognized, and/or have been escalated cannot be assigned to a master contract. Therefore, it is likely that most existing maintenance contracts will not be able to be assigned to a master contract.

For information on assigning contacts to a contract, see Assigning Contacts to Maintenance Contracts.

When renewing a contract that has a task list with inactive tasks, only the active task codes will be assigned to the contract. This applies to maintenance contracts, master contracts, as well as mass renewing contracts. You can print a report before renewing by selecting Print > Contract Inactive Tasks that shows any inactive tasks or task lists on the contract(s). This report will automatically print after renewing if there are any inactive tasks or tasks lists that were not added to the new contract(s).  See Setting up Maintenance Task Codes and Task Lists.

If the Customer or Location is inactive, you will not be able to create master contracts. If a master contract with linked contracts that have inactive and active locations, you can renew the master contract for the contracts with active locations. The contracts with inactive locations will still be linked to the master contract but will not be renewed.

The Master Contracts module is optional.  For purchasing information, contact WennSoft Sales.

See also: