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Generating a maintenance contract quote involves the following:
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| Maintenance Contract Quotes |
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| Assigning Tasks and Task Lists |
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When generating a maintenance contract quote that has a task list with inactive tasks, only the active task codes will be assigned to the contract quote. You can print a report before generating the quote by selecting Print > Quote Inactive Tasks which shows any inactive tasks or task lists on the contract quote. This report will automatically print after generating if there are any inactive tasks or task lists that were not added to the new contract quote. See Setting up Up Maintenance Task Codes and Task Lists. |
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- Select Cards > Service Management > Service Manager.
- Select a customer and select Quote.
- Complete the following fields in the upper half of the window.
- Quote Number
If you chose during setup to use the auto numbering feature for maintenance contracts, this applies to contract quote generation as well. Both contract and quote numbers increment using the same list of numbers: they do not increment independently of one another. If the quote is turned into a contract, notes entered using the notepad button in this field transfer to the contract. - Billing Frequency, Invoice Billing Day
These fields can be edited in this window and can also be changed when a maintenance contract is generated from the quote. - Service Call Day, Contract Start Date, Contract Expiration Date
These dates will be used to generate the task schedule. The contract period cannot be longer than one year. - User-Defined
These labels are the same as those in the Maintenance Contract window. You may have labeled these fields during setup. See Labeling user-defined fields See Labeling Maintenance Contracts. If you chose to validate the first and second user-defined fields in the Location window during setup, lookup windows will be attached to the fields and users will be prompted before adding to the lookup data. See Choosing Service Options .
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