Exercise 12: Release a Quote to a Contract

In this exercise you create a service quote for an annual billing with two end users and then release it to a contract. You will add additional charges to the contract which will be used later in another exercise.

2 Leave the Number field blank and press Enter. The system will supply the next number based on Contract Control. Write down the quote number here.

Number: _____________________________________

3 Set Item End Users and Bill End Users to No, Click Next.

4 Enter the customer you created in Exercise Create an End User (10C1006) and click Next. Accept the default Bill To and click Next.

5 Enter SC-10 for the Service Type, and click Next.

Notice that the contract start date has been set to the first day of the next month. The end date is 12 months later, since SC-10 has a 12 month duration.

6 To bill one time for the contract’s value, change the Billing Cycle to YR.

7 Set the Start Date to the first of the current month.

This makes the contract available as of that date, instead of next month. Tab to the Start Date field and change. Once you have reset the Start Date, press Tab to reach the End Date.

8 Change the End Date to be one year from the Start Date.

As an example, if your Start Date is 04/01/10 (April 1, 2010) make your End Date 03/31/11 (March 31, 2011). Click Next. Make sure that the Site is set to 10-100.

9 Click Next, at the tax default frame, click Next.

The Release to Contract prompt displays.

10 Click the box so that it is checked Yes, then click Next.

This must be Yes before a quote can be released.

The cursor should be in the Hold Contract field.

11 Change the Bill Arrears to No and the Revenue Type from C to D.

Do you remember what this does? If not, check the field help.

The prompt concerning copying service type limits displays.

13 Press Enter to accept the default Yes. Click Next.

14 When the cursor is in the Total field, click Back.

Remember when we discussed creating end users from other service activities (see Adding End User Records)? To see how this works, leave the End User field blank.

16 Click Next. A message asks you to confirm the creation of a new end user. Respond with Yes.

Two new frames will overlay Contract Quote Maintenance. Your cursor should be in the Customer field with information about 10C1006 displayed.

18 Enter in 10C1006B as End User Code, enter Name and address information of your choice in the data fields.

Make sure you enter a valid State and Country code. Enter a name in the Attention field (any name is fine).

Ignore warnings about the tax environment. Ignore any error messages regarding the inability to send an email.

21 Click Back, then Next until the Copy Service Type Limits field appears.

22 Click Yes to the Copy service type limits question.

23 Click Contract to the message Copy limits from Contract or Service type.

24 Click Back Until the End User Item Detail frame appears.

25 You are now in the End User Item Detail frame. Enter the following information in the appropriate fields.


Field	Value
Line	1
Svc Type	SC-10
Supported Item	01010
Item Qty	1
Serial	SER2

26 Override the default price and set it to $1,000.00.

27 In the lower detail frame, change PM Item to No.

28 Click Next until you are prompted to copy service type limits.

31 Click Back until you reach the End User field of the End User Default frame. Repeat steps above 16 - 22 to create a new end user.

Enter the following information in the appropriate fields. Then click Next to save your changes.


Field	Value
Line	1
Svc Type	SC-10
Supported Item	01010
Item Qty	1
Serial	SER3
Net Price	$1,000.00

32 In the lower detail frame, change PM Item to No.

33 Click Next until you are prompted to Copy service type limits.

35 Click Back until the trailer frame displays. Then click Next twice to complete the trailer; return to the menu.

1 Go to Contract Quote Release to Contract (11.5.1.5).

2 Enter the number of the quote you created in the previous task in the Number and To fields. Accept all other defaults, and click Next.

3 In the Printer Options frame, direct the output to Page, and then click Next to generate a contract. Review the output, and write down the number of the contract created.

Contract Number: _____________________________________

2 Enter the contract number you recorded in the previous task.

3 Click Next until the Total field appears, then Back to Contract Additional Charges line item frame displays.

4 In the line item entry frame, enter the following information in the appropriate fields. Then click Next three times to save your changes.


Field	Value
Line	1
Svc Type	SC-10
Supported Item	FedEx
Item Qty	1
Net Price	Accept Default
Disc%	Accept Default

Notice how the price is filled in from the price list as specified on the service type of the contract.

6 Add a second additional charge as follows. Then click Next three times to save your changes.


Field	Value
Line	2
Svc Type	SC-10
Item	Refurbs
Net Price	Accept Default
Disc%	Accept Default

Notice this time how Disc displays next to the pricing fields, indicating that this is a percentage discount to be taken from the contract total. Notice also that the Item Qty field cannot be edited when a percentage additional charge is used.

7 Leave the Additional Charges line item entry frame by clicking Back.

Notice how an amount is now filled in the Additional Charges field of the trailer.

9 Click Next again to complete the contract; return to the menu.