Creating customer contracts

Create contracts for commercial service customers to specify how time, material, and labor costs are charged to a customer for maintenance work.

Note:  Customers are defined for use with service requests and asset management services. See Creating Customers.

To create customer contracts:

  1. Open the AMS-Customer Contracts form.
  2. Click New Record.
  3. Organization—Enter the organization to which the customer contract belongs if you use multi-organization security.
  4. Customer Contract—Enter a description of the customer contract in the adjacent field. After you save the record, a customer contract number will be assigned.
  5. Status—Select the contract status. Changing the status of a customer contract may affect additional system checks and field changes as follows:
    • Unfinished—All fields are editable. However, when you save the customer contract with Unfinished status, Organization is protected.
    • Approved—All fields are protected except Status and End Date. Approved status indicates that payments can be approved and work orders can be processed.
    • Finished—All fields are protected except Status. Finished status indicates that payments and work order charges can still be invoiced, but no new work order charges will be processed for a finished contract.
    • Cancelled—All fields are editable except Organization. Cancelled status indicates that the customer contract has been cancelled and can only be selected if no invoiced payments or work order charges exist.
    Note: You cannot modify the status of customer contracts if there are any existing approved or invoiced fixed charges, or if there are any existing calculated work orders. A calculated work order is a work order that is associated with a customer contract for which customer charges have been calculated. See Understanding the Calculation of Customer Charges.
  6. Class—Enter the class of the contract. The classes shown belong to the AGR entity
  7. Customer—Enter the customer to whom to charge the work.
  8. Pricing Schedule—Enter the pricing schedule for time and material costing.
  9. Choose one of the following options:
    • Apply the contract to equipment—Specify the Equipment for which to apply the contract. The contract also applies to any child equipment, unless the cost rollup attribute is set for the child equipment.
    • Apply the contract to a project—Specify theProject to which the contract applies. The contract also applies to any child projects.
    • Apply the contract to an event—Specify the Work Order to which the contract applies.
    Note: MEC work orders are not displayed in the Work Order lookup.
  10. Start Date and End Date—Enter the date on which the contract period begins and the expiration date of the contract. If you do not enter a date, there is no time limitation on the contract.
    Note: If the contract has a fixed charge due date, the Start Date must be on or before the fixed charge due date, and the End Date must be on or after the fixed charge due date.
  11. Click Save Record.