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If a master contract has an assigned maintenance contract that had a red circle next to an escalation index in the Maintenance Contract Escalation window, there will also be a red circle next to the escalation index in the Master Contract Escalation window.

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Committing

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Master Contract Escalation

When you commit escalation for a master contract, the system checks the validity of all assigned maintenance contracts.

1. Select Microsoft Dynamics GP > Tools > Routines > Service Management > Maintenance Contract > Build Escalation.
2. Enter a Year and Month to commit.
3. 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.
4. 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.
   • Green
     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 100% recognized, the amount billed equals the contract amount, and the contract has valid escalation indexes.
   • Yellow
     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. Maintenance contracts displaying a yellow caution indicator will still be committed, but you may want to address their problems.
     The  The contract will have a caution indicator if either of the following is true: 
     • The amount billed does not equal the contract amount.
     • The contract is not 100% billed and recognized. 
   • Red
     A red invalid indicator displays for maintenance contracts that have problems that must be corrected before the process can be committed. 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.
     The  The following conditions make the contract invalid (one or more): 
     • The contract is closed.
     • It does not contain forecast costs.
     • The contract has invalid escalation indexes. Has an inactive location.
5. Select Print to print the Master Contract Process report.
6. 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.