Infor EAM Online Help
    • Infor EAM Online Help
    • User
    • Work management
    • Managing customer contracts
    • Infor EAM Online Help
      • Getting started
      • System Administrator
      • User
        • Work management
          • Defining initial work information
          • Approving and rejecting work requests
          • Creating standard work orders
          • Creating regular work orders
          • Creating capital planning requests
          • Creating preventive maintenance work orders
          • Understanding PM work packages
          • Understanding PM forecasting
          • Generating work orders
          • Generating work orders for repairable core parts
          • Scheduling work
          • Completing work
          • Entering meter readings for work order equipment
          • Creating operator checklist results for equipment
          • Reviewing operator checklist results for equipment
          • Performing a linear equipment search for work orders
          • Performing revision control
          • Defining initial service request information
          • Creating service requests
          • Creating PM plans
          • Managing fuel
          • Understanding deferred maintenance
          • Creating maintenance patterns
          • Scheduling work orders daily
          • Managing work order activities and jobs on the mechanic's workbench
          • Managing customer contracts
            • Defining adjustments
            • Defining contract templates
            • Defining customer contracts
            • Defining reservations
            • Creating reservation requests
            • Reviewing reservation requests
            • Viewing customer invoices
          • Updating work order activities via the contractor portal
          • Managing permits to work
          • Creating healthcare work orders
          • Creating incident requests
          • Creating hospitality work orders
          • Creating production requests
          • Viewing archived work order events
          • Viewing auto-generated WO sessions
      • Reports
      • Glossary

    Managing customer contracts

    Manage contracts with customers by creating contract templates to specify work order criteria, associate clauses, charges, discounts, and sales prices with specific customers.

    Define customer rental contracts and contracts to create customer invoices.

    • Defining adjustments
    • Defining contract templates
    • Defining customer contracts
    • Defining reservations
    • Creating reservation requests
    • Reviewing reservation requests
    • Viewing customer invoices
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