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Using Master Contracts
Using Master Contracts
- Documentation Reviewer
Owned by Documentation Reviewer
With the optional Master Contracts module, you can create master contracts that cover a group of maintenance contracts and allow for them to be billed on one invoice. A master contract may be assigned to only one customer but may span more than one location for that customer. A maintenance contract may only be assigned to one master contract.
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.
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, seeĀ Assigning Contacts to Maintenance Contracts.
See also:
- Setting up Master Contracts
- Creating Master Contracts
- Assigning New Maintenance Contracts to a Master Contract
- Assigning Existing Maintenance Contracts to a Master Contract
- Viewing Master Contract Billing Information
- Viewing Master Contract Profitability
- Invoicing Master Contracts
- Closing and Renewing Master Contracts
- Escalating Master Contracts
- Using Service Level Agreements