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The Maintenance Contract Quote module provides the ability to develop contract quotes that are driven by tasking. More information on tasking can be found in the section
Setting up Maintenance Task Codes and Task Lists. You must have the Maintenance Contract module to use the Maintenance Contract Quote module. For purchasing information,
contact Key2Act contact WennSoft Sales.
A Quote indicator appears on the right side of the window when a quote is present for the customer's location. You can zoom in on the indicator to open the Contract Quote window. If there is only one quote for the location, it automatically populates the window; otherwise, the window opens blank, and you can use the lookup in the Quote Number field to view the list of quotes.
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| If the Customer or Location is inactive, while you can create a maintenance contract quote, you will not be able to create a new contract from the quote. |
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See also:
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