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If a billing amount is manually edited, then the margin is recalculated. However, the billing and margin amounts will be overridden if you select the Calculate button.

Step 8:

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Generate a Maintenance Contract

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From the Quote

1. Select the Contract button in the Contract Quote window to open the Generate Contract From Quote window.
2. Complete the following fields, as necessary.
   • Contract Number
     Enter the Contract Number to be generated.
   • Contract Start Date, Contract Expiration Date, Service Call Day
     These dates come from the Contract Quote window. You can change this information, but we recommend keeping the length of the contract the same as the length of the quoted contract. That is, if your quote was for a 12-month contract, the contract generated from the quote should be for a 12-month contract.
   • Division
     Enter a Division for the contract.
   • Delete Quote on Contract Generation
     Mark this checkbox if you want to delete the quote once the contract is generated.
   • Start Task Schedule based on first available service date
     Mark this checkbox if you want the maintenance tasks on a contract to be scheduled on the first available service call date, regardless of the task's schedule.
3. Select Generate New Contract. If the equipment attached to the quote is already attached to a contract, you will receive an error message indicating this. You must detach it from the contract before proceeding.
4. The Maintenance Contract window opens, where you can enter and edit contract information. Save the contract.

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