Service Agreements are tied to associated with the End User Company that from which they are created from. In most cases . Typically, the End User will is also be the Bill To Customer, but sometimes it there may be cases where they are different. If the Bill To Customer is different, you can drag and drop a Contact or Company Location from Search e-manage, Recent Records, Favorites or any grid that contains contacts or company locations onto the Bill To Label in the resulting window. Service Agreements can hold many easily assign a different Company Location to the Bill To field by typing in the Bill To drop down box which will search for existing companies. See below for more detailed information on this topic.
A Service Agreement can encompass multiple serviceable items from different locations to bill to and perform for billing and performing preventative maintenance on. A service agreement without any serviceable items will not allow you to invoice, because . It's important to note that a Service Agreement must have at least one serviceable item to enable invoicing since the total price of the agreement is determined by the sum of the serviceable items' price is the price of the entire agreement. If you are prices. When creating a Service Agreement from this menu item, ensure that you will either need to have serviceable items already set up the necessary serviceable items in e-manage or . Alternatively, you can create new ones serviceable items directly from the Service Agreement Window after creating itits creation.
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To create a new Service Agreement, follow these steps:
Click on the "New Service Agreement" action menu item.
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Complete the required fields
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marked with
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an asterisk (*), including
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Agreement Type, Agreement Status, First Proposed Date, Agreement Start,
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Length of
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Agreement, and
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Billing Cycle.
Other fields to fill out include
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Customer PO (searchable from Search e-manage
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using the shortcut function key), Tax Code, Acct ID, Purchased Date, and Last Proposed Date.
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The Agreement end
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date is automatically calculated based on the start date and the chosen length
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.
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Amount
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and Tax fields cannot be manually entered as they represent the sum of each serviceable item's cost.
The
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Last Payment field is automatically
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populated when a payment is made against an invoice for the service agreement.
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Checking the "No Renewal" checkbox
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prevents the service agreement from
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appearing in the Today/Service section under Service Agreements Expiring.
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You can set Assigning the End User and the Bill to Bill-To information can be done using the Company Labels boxes. You will see a drop down at the top in which you can begin typing to search for another company to change to.
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It is recommended, though not mandatory, to associate a salesperson (or multiple salespeople) and the credit they receive of the total sale of the their corresponding credit with every service agreement. If the primary salesperson is set on at the company level, the Sales Credit grid will be automatically be populated with the primary salesperson(s) set on specified for the company location. If not, you can click the "Add box " button in the Sales Credit tab, choose select a salesperson, and set the their credit. The total Sales Credit can only add up to cannot exceed 100%.
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Once the Service Agreement has been is saved, you will get receive a unique Service Agreement ID # back from the system. You can now start adding proceed to add Serviceable Items to the Service Agreement by either dragging and dropping existing items that are already created or by clicking the "Create New Serviceable Item" button. The toolbars at the top of the Service Agreement tabbed window will enable and allow you to do any of the functionality available to a provide various functionalities for managing the Service Agreement.
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To add contacts to the Service Agreement, save it will need to be saved and have obtain an ID number (see as mentioned above). Once savedAfter saving, you can easily drag and drop contacts into the contact grid from Search e-manage, Recent Records, Favorites, or any other grid that contains contacts. You also containing contacts into the contact grid. Additionally, you can use the "Add Quick Contact" button when on the contacts tab and use the Quick Contact Window Contacts tab to search for existing contacts or add a new onenew ones using the Quick Contact Window.
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You can search for existing contacts by typing their first and last name names in the corresponding text boxes of the "Add a Quick Contact window you get " window. This will display a list of existing matching contacts where from which you can click select and drag from the here to into the Service Agreement Contacts grid on the Service Agreements Window.
After adding the appropriate Once you have added the necessary Serviceable Items to the Service Agreement, you will want it's important to schedule Preventative Maintenance for the current period.
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To schedule Preventative Maintenance for your Service Agreement, follow these steps:
Click on the PM
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tab.
Click the "Schedule Maintenance" button. If your company has already
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set up defaults for Preventative Maintenance
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, you can also click the "Auto-Schedule" button to quickly apply those settings. Alternatively, click the "New" button to add
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a custom maintenance item for scheduling.
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Fill out the Maintenance Month, the Maintenance Year, the Best Day and Best Time (these fields are required and denoted with an "*" asterisk. You can also choose In the Maintenance Scheduling window, fill out the following required fields (marked with an asterisk *):
Maintenance Month: Select the month during which the maintenance should take place.
Maintenance Year: Specify the year for the maintenance.
Best Day: Choose the most suitable day for the maintenance activity.
Best Time: Indicate the preferred time for conducting the maintenance.
You also have the option to select an exact date and time for scheduling and how long it will take to complete specify the estimated duration of the Preventative Maintenance. Do not fill However, avoid filling out the completed by or completed date "Completed By" or "Completed Date" fields until the maintenance is has actually been completed.
We recommend that you create serviceable items and put associate them on with a service agreement upon completion of completing the installation of the item. If you offer a year of your company offers a one-year warranty (or your if the manufacturer does) then , you can make set the Agreement Start Date as the installation date and set the length for 1 one year so . This allows you can to charge back to your manufacture the entire cost of servicing the item to the manufacturer.