Defining contract templates

Create a template to define an actual contract with a customer. Include high level contract details, charge definitions, contract clauses, and comments. After creating a template, use the template to quickly create a contract or modify a contract.

To define contract templates:

Select Work > Contract Management > Contract Templates.
Click New Record.
Specify this information:

Organization

Specify the organization of the contract template.

Contract Template

Specify a unique code identifying the contract template, and then a description of the contract template in the adjacent field.

Class

Specify the class of the contract template. The system copies the class to the contract along with any custom fields defined on the template.

Contract Class

Specify the class of the contract. This value is copied to the contract along with any custom fields defined on the template.

Default Invoice Status

Select the default status for the invoice after the automatic invoice generation process is complete.

Where Used

Select Customer Contract or Rental Contract to specify where the template will be used.

Rounding Hours

Select the method by which to round the hours for the invoice.

Rounding Days

Select the method by which to round the days for the invoice.

Hourly Invoicing Start Time

Specify the daily time in hours and minutes to begin invoicing the customer for the contract.

Hourly Invoicing End Time

Specify the daily time in hours and minutes to stop invoicing the customer for the contract.

Invoice Every

Specify the number, and then select the interval by which to invoice customers on the contract. For example, enter 2 and then select Week to invoice the customer every 2 weeks.
Optionally, select the Out of Service check box to exclude the contract template in the list of values on the Customer Contract and Rental forms.
Click Save Record.