Assigning New Maintenance Contracts to a Master Contract

As you are creating a new maintenance contract, you can assign it to a master contract. The information from the master contract record defaults into the Maintenance Contract window.

1. Select Cards > Service Management > Service Manager.

2. Select a customer and select the Contract button.

3. Enter a Contract Number.

4. Enter a Master Contract ID. If you enter a new master contract ID, you will be prompted to complete the Master Contract window. You can also create a new master contract by zooming on the Master contract ID field in the Maintenance Contract window. The branch location must be the same for all maintenance contracts and the master contract they are assigned to. The Billing Frequency, Invoice Billing Day, and Anniversary Date fields default from the master contract and cannot be changed. The Service Call Day also defaults but can be overridden.  The Start Date and Expiration Date default from the master contract but can be edited; these dates do not have to match those of the master contract if the date range of the new contract falls within that of the master contract.

5. When you are finished creating the contract, select Save. If the master contract has billing control, the Close and Renew buttons are disabled for the maintenance contract. These actions can be performed at the master contract level only.