Using the Contract Coverage Window

Use the Contract Coverage window to view all equipment and tasks covered by the maintenance contract. Items display by sublocation, equipment, task list, and task code. Component equipment records display indented. You assign equipment, tasks, and task lists to a maintenance contract from the Contract Coverage window.

Inactive task codes and task lists are filtered out from displaying in any lookup and cannot be assigned to any new contract, equipment, or service call. If a task list has any inactive task codes, only the active task codes will be assigned.

To access the Contract Coverage window:

1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the Contract indicator.
3. Select the Coverage button.

Assigning Equipment to a Maintenance Contract

After you have created and saved a maintenance contract, you can assign equipment to the contract. You can assign the same record to multiple contracts at the same time; this is useful if a contract is open multiple times, or if you want to use separate contracts to cover warranty work and billable maintenance for the same equipment.

1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the Contract indicator.
3. Select the Coverage button.
4. Select the Equipment button. You can assign equipment to the maintenance contract in the Contract Coverage Maintenance window.
5. Select an equipment record in the left scrolling window and select Insert >>. You can attach any equipment that is on this list, regardless of whether it is already assigned to another contract. Group items do not appear on the Contract Coverage Maintenance window because group items cannot be covered by a maintenance contract.
6. If you want to include task lists associated with equipment types and/or equipment components, mark the appropriate checkboxes.
   • Marking the Display Equipment Components checkbox at the bottom of the window allows you to view equipment component records indented underneath their has-components records.
   • If the Automatically Add Equipment Type Task Lists When Inserting checkbox is unmarked, the Start Month field is disabled, and Default appears. This ensures that the start month is that of the task and not the contract.
   • You can use the Equipment button to create new equipment records from the Contract Coverage Maintenance window.

About Equipment That Is Assigned to Multiple Contracts

When an equipment record is assigned to multiple contracts, you can view all related contracts when managing the equipment record from the Equipment Master window. The value that appears in the Contract Number field on the Equipment Master window varies depending on the contracts that are associated with the record:

• If the equipment is not assigned to a contract, the field is blank.
• If the equipment is assigned to a single contract, the contract number displays.
• If the equipment is assigned to multiple contracts or a contract that is open multiple times, "Multiple" displays. You can zoom on the Contract Number to view the list of contracts associated with this equipment.

You can also see all the contracts associated with an equipment record when you use an equipment lookup to find a record. If the equipment is assigned to multiple contracts or to a contract that is open multiple times, it appears multiple times on the lookup window.

If you manually enter a record that is on multiple contracts, the lookup window opens automatically so that you can use the Contract Number, Contract Type, Contract Start Date, and Contract Expiration Date fields to specify the correct record that is assigned to the correct maintenance contract.

Buttons on This Window

• Equipment
  Select the Equipment button to open the Contract Coverage Maintenance window. You can assign equipment to the maintenance contract in the Contract Coverage Maintenance window. 
• Tasks
  Select the Tasks button to open the Contract Task Maintenance window. You can add tasks to the maintenance contract in addition to what is already assigned to the equipment in the Contract Task Maintenance window. See Assigning Tasks and Task Lists to Records.
• Task Lists
  Select the Task Lists button to open the Copy Task List window. You can create a new task list by copying an existing one using the Copy Task List utility. See Copying a Task List.
• Task Schedule
  After selecting a piece of equipment, select the Task Schedule button to open the Maintenance Tasks window for that equipment. See Scheduling Maintenance Tasks.