Defining contract templates - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

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:

  1. Select Work > Contract Management > Contract Templates.

  2. Click New Record.

  3. 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.

  4. 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.

  5. Click Save Record.