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:
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Select Work > Contract Management > Contract Templates.
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Click New Record.
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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.
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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.
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Click Save Record.