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- Select Cards > Service Management > Service Manager.
- Select a customer and select the Contract indicator.
- Select the Coverage button.
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Equipment to a
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Maintenance Contract
After you have created and saved a maintenance contract, you can assign equipment to the contract. You can assign the same record to multiple contracts at the same time; this is useful if a contract is open multiple times, or if you want to use separate contracts to cover warranty work and billable maintenance for the same equipment.
- Select Cards > Service Management > Service Manager.
- Select a customer and select the Contract indicator.
- Select the Coverage button.
- Select the Equipment button. You can assign equipment to the maintenance contract in the Contract Coverage Maintenance window.
- Select an equipment record in the left scrolling window and select Insert >>. You can attach any equipment that is on this list, regard less of whether it is already assigned to another contract. Group items do not appear on the Contract Coverage Maintenance window because group items cannot be covered by a maintenance contract.
- If you want to include task lists associated with equipment types and/or equipment components, mark the appropriate checkboxes.
- Marking the Display Equipment Components checkbox at the bottom of the window allows you to view equipment component records indented underneath their has-components records.
- If the Automatically Add Equipment Type Task Lists When Inserting checkbox is unmarked, the Start Month field is disabled, and Default appears. This ensures that the start month is that of the task and not the contract.
- You can use the Equipment button to create new equipment records from the Contract Coverage Maintenance window.
About
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Equipment That Is Assigned to Multiple Contracts
When an equipment record is assigned to multiple contracts, you can view all related contracts when managing the equipment record from the Equipment Master window. The value that appears in the Contract Number field on the Equipment Master window varies depending on the contracts that are associated with the record:
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