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Maintenance Contract Quotes
Maintenance Contract Quotes
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Assigning Tasks and Task Lists
Assigning Tasks and Task Lists
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Note

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 prior to renewing by selecting Print > Contract Inactive Tasks that shows any inactive tasks or task lists on the contract(s). This report will automatically print after renewing if there are any inactive tasks or tasks lists that were not added to the new contract(s).  See Setting up Maintenance Task Codes and Task Lists.


Step 1: Complete the Upper Half of the Contract Quote Window

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