Master contract records are added, renewed, closed, and deleted in the Master Contract window. Once a master contract is set up for a customer, you can access the Master Contract window from the Service Manager window's menu when the customer record is displayed. If your company does not have existing maintenance contracts, it is easiest to create the master contract first and then create your maintenance contracts. When you enter the master contract number in the maintenance contract window, the information from the master contract record defaults to the maintenance contract record, thus saving data entry time.
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You can print a list of all master contracts and the assigned maintenance contracts for the selected customer by choosing File > Print in the Master Contract window.Insert excerpt
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| If the Customer or Location is inactive, you will not be able to create master contracts. |
To create a master contract:
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