This function will create a Contract from an Invoice. This will be useful in businesses who sell both goods and the service contracts to maintain them: whenever goods are sold, service contracts for those goods can be created immediately or at any later time. This function will transfer all relevant information (Customer, Items and Serial Numbers) to the Contract register, thus saving time and reducing the possibility of error. For the function to have any effect, all changes to the Invoice must first have been saved (use the [Save] button), although the Invoice does not have to be approved.

When the function is selected, a new record is created in the Contract register (in the Contracts module). It is opened in a new window, entitled 'Contract: Inspect'. This means that it has been created and saved and is being opened for amendment and approval.

The Factor, Class, Period Type and invoicing instructions on the 'Dates' card of the new Contract are copied from the record for the Customer in the Customer Contract Defaults setting in the Contracts module. If there is no record in this setting for the Customer, they are taken from the Contract Defaults setting in the same module.

Each Item in the Item register can have a Contract Item specified on the 'Recipe' card of their Item record. The Contract Item should be a separate record in the Item register representing the cost of the maintenance charge for that Item. Only those Items on the Invoice that have a Contract Item specified are used in the new Contract. For each such Item, their Contract Item will be included in the list on the 'Items' card of the new Contract, together with the Serial Number of the invoiced Item (on flip E). The Invoice Quantity is also transferred to the Contract. If there are no Items on the Invoice with a Contract Item specified, no Contract will be created.

Note that the new Contract is unapproved and is not given a Start Date, so Invoices cannot immediately be raised from it.

Please click for full details of the Contract window and of creating Invoices for Contracts.

Föregående Nästa Start Skriv ut hela kapitlet