Defining customer contracts

Organization

Specify the organization to which the customer contract belongs.

Customer Contract

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

Customer

Specify the customer for which to create the contract. The system automatically populates Customer Org.

Status

Select the status of the customer contract.

Contract Template

Specify the template with which to create the customer contract. The template selected defines the high level details of this contract. The system automatically populates Contract Template Org.

Class

Specify the class of the customer contract. The system automatically populates Class Org.

Tax Code

Specify the tax code to associate with the customer contract.

Start Date

Specify the date the customer contract becomes available.

End Date

Specify the date the customer contract is no longer available.

Revisit Date

Specify the date for which to revisit the customer contract.

Customer Contact

Specify the person to contact about the contract.

Specify the customer's Phone Number and Email Address.

Email Invoice

Select to email the customer contact the invoice for the contract.

Invoice Every

Specify the time period for which to invoice the customer by entering an integer, and then selecting the time period unit of measure. For example: Enter 2 and then select Weeks to invoice the customer every 2 Weeks.

Next Invoice Date

Specify the next date for which to generate an invoice for the customer.

Offset Invoice Generation

Specify the number of days for which to offset or delay the generation of the next invoice. Example: Enter 15 to offset generation of the next invoice by 15 days.

Default Invoice Status

Select the default status to define for all invoices generated for the customer.

Default Invoicing Organization

Specify the default organization to define for all invoices generated for the customer.

Invoicing Currency

Specify the currency of the invoices for the customer.

Use Fixed Exchange Rates

Select to use fixed exchange rates for the customer when Invoicing Currency and Invoicing Org. differ. The system defaults the exchange rate with the current active exchange rate where the base currency is the Invoicing Org.'s currency and the foreign currency is the Invoicing Currency.

Sync Fixed Exchange Rates

Select to sync fixed exchange rates when more than one exchange rate is found for the Invoicing Currency and Invoicing Org., or no exchange rate can be found. The system applies the current active exchange rate to the contract items.

Closed WO Only

Select to display only the work orders with a Closed status on the invoice.

Rounding Hours

Select hourly rounding options for the contract. Round the hours of the contract up 15 minutes, down 15 minutes, up 30 minutes, down 30 minutes, or elect not to round the contract hours.

Rounding Days

Select daily rounding options for the contract. Round the days of the contract up, down, or elect not to round the contract days.

Hourly Invoicing Start Time

Specify the time in hours and minutes (ex. 3:00) that the system will begin to invoice the customer for the contract work.

Hourly Invoicing End Time

Specify the time in hours and minutes (ex. 23:00) that the system will stop invoicing the customer for the contract work.

The system automatically populates Last Invoice Date, Last Invoice, Amount Invoiced, Revision, Requested By, Date Requested, Approved By, Date Approved, and Revision Reason.