Contract Line Items

You can enter contract lines manually. However, you can also have the system generate lines based on one of three sources:

• Installed Base. You can create contract line items by selecting from a list of items in the installed base that belong to the current end user.

• Sales Orders. If you specify a sales order number as the source of line items, you can select from the sales order lines. The system creates corresponding contract lines for each item on the sales order selected.

• Sales Quotes. Similar to sales orders, if you specify a sales quote number as the source of line items, you can select from the lines on the sales quote. The system creates corresponding contract lines for each item on the sales quote selected.

When Item End Users is Yes on the contract, creating lines automatically using the Source field changes the sequence of frames slightly. When you are in end-user/item sequence, you specify an end user before the system displays lines from the sales order, quote, or installed base items.

In item/end-user sequence, you normally specify a default item, then an item end user, and then item detail. However, to automatically generate lines, you must specify an end user first.

• When Source is I, you specify one end user and then select items from that user’s installed base.

• When Source is Q or S, you specify a quote or order number, then specify an end user. You can then select lines from the quote or order for this end user. After selecting lines for one end user, you are prompted to specify another. When you click Back, the system creates both default item lines and item detail lines for the end users specified.

See Contract Designs.

When the system creates lines, it assumes that values on the header apply to each contract line to be created. This also applies to contract limits; the system assumes that the lines it generates use the coverage limits defined in the header and do not have their own limits. As a result, you will not be prompted to copy limits into the lines as you would if you created the lines manually.

One advantage to adding contract lines based on installed base information is that it ensures accurate information. If you manually enter information about installed base items, be careful that lot-controlled items specify a contract line quantity that matches the installed base quantity.

You can add lot-controlled items to the installed base with a quantity of more than one. However, the system cannot distinguish one of these items from another. If you have a contract line for a lot-controlled item that was added to the installed base with a quantity of five, the system suggests this coverage for any one of the five that the end user calls about. This means that you are effectively covering all five for the price of one unit of coverage.

To prevent this, a warning displays when the installed base quantity does not match the contract line item quantity.