Service Contracts
This chapter covers creating and managing service contracts and quotes. Contract billing is discussed in and preventive maintenance scheduling is discussed in .
Introduction to ContractsDefines contracts and discusses their designs and workflows.
Coverage Limits and ContractsDescribes how SSM lets coverage levels and limits be managed in two ways, and how dates, lines, and limits can be changed and maintained in the Contract Limits Field.
Contract PricingDiscusses issues related to price lists in Contract Maintenance, including line prices, additional charge prices, currency, and customer credit.
Contract Additional ChargesDescribes how to define additional charges in Contract Additional Charges (11.5.7).
Blanket CoverageDescribes how to set up and price blanket contracts and the different types of blanket coverage.
Overlapping CoverageDescribes which types of overlapping coverage are allowed in the system and how to manage them.
Contract Start and End DatesDiscusses how start and end dates can be determined at different levels of a contract and outlines limitations.
Contract Line ItemsDiscusses some of the issues related to contract line items, including automatically generating line items, changing line items, and deleting line items.
Contracts for End Users with ItemsIllustrates how to design a contract for end users with items and the different applicable fields in Contract Maintenance (11.5.13.1).
Contracts for Items with End UsersIllustrates how to design a contract for items with end uses and the different applicable fields in Contract Maintenance (11.5.13.1).
Copying ContractsDescribes how to use Contract Copy to Contract (11.5.13.6) to create a new contract by copying an existing one.
Renewing ContractsDescribes how to renew contracts using Contract Maintenance (11.5.13.8), Renewal Process/Report (11.5.13.10), or Contract Copy to Contract (11.5.13.6) and the different requirements for each kind of renewal feature.
Contract QuotesDescribes how contract quotes can be generated and maintained using Contract Quote Maintenance (11.5.1.1) and the additional prompt associated with it.