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- Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Build Escalation.
- Enter a Year and Month to commit.
- Select Commit. All maintenance contracts assigned to the master contract display in the Process Master Contracts scrolling window. You can select to view all maintenance contracts , or only those that have a caution or an invalid designation.
- Address all problems in the maintenance contracts that impact processing. The indicator in the Valid field designates whether the contract will be processed. You can use the hide/show button to view all fields in the scrolling window. Fields containing problems are marked so that you can correct the problem. You can double-click a maintenance contract to open the Maintenance Contract window with the selected contract displayed.
- A green indicator displays if the maintenance contract is valid, and will be processed. This means the contract contains forecast costs, has been 100% billed and recognized, the amount billed equals the contract amount, and the contract has valid escalation indexes.
- A yellow caution indicator displays for contracts that may require further review before committing. The process will still be committed even though the caution indicator is present. The contract will have a caution indicator if either of the following are is true: The amount billed does not equal the contract amount; or the contract is not 100% billed and recognized. Maintenance contracts displaying a yellow caution indicator will still be committed, but you may want to address their problems.
- A red invalid indicator displays for maintenance contracts that have problems that must be corrected before the process can be committed. The following conditions make the contract invalid: The maintenance contract is closed; It does not contain forecast costs; , or the contract has invalid escalation indexes. Maintenance contracts displaying a red invalid indicator will not be committed until the problems are corrected. You cannot escalate a master contract that has an invalid maintenance contract attached. All attached maintenance contracts must display a green valid indicator or a yellow caution indicator before the process can be committed.
- Select Print to print the Master Contract Process report.
- Select Commit to continue processing all validated master contracts. Invalid contracts are temporarily removed from the window. If you make changes to a maintenance contract by zooming on the Contract No. field, you must select Redisplay in the Master Contract Process window to update the window with your changes.