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The branch location must be the same for all maintenance contracts and the master contract they are assigned to. The date range of each maintenance contract must fall within the start and end dates of the master contract.
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Existing maintenance contracts that have billing activity, have revenue recognized, and/or have been escalated cannot be assigned to a master contract. Therefore, it is likely that most existing maintenance contracts will not be able to be assigned to a master contract.
For information on assigning contacts to a contract, see Assigning Contacts to Maintenance Contracts.
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The Master Contracts module is optional. For purchasing information, contact Key2Act contact WennSoft Sales.
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