Contract
Short Term Product Configuration
In order to create short term contracts, you need to configure products, with standard charges for the following time periods: Hour, Day, Week.
You need to have a Short Term Contract Type configured.
Ribbon Access: Configurator > Contract > Short Term Product Configuration |
- The Short Term Products listing screen will be displayed.
- Here you can view a list of all the short term products currently on the system.
Add Short Term Product
- Click on the Add button in this screen.
- The Add New Product screen will be displayed.
- Part Code: Click on the search icon in this field.
- The Select a Part pop up screen will appear.
- Click on the row selector in front of the part code that you wish to add as a short term product.
- Click on Ok.
- The Part Code , Part Description and Model No. fields will auto populate with the details of the part (product) selected in the previous step.
Charges and Configuration Frame
- The Charges and Configuration frame will auto populate with the fees as configured on the short term contract type.
- Charge Rate: In this column, update the standard fees per period type (Day, Hour, Week) for this part.
- Account Code: This column with auto populate with the sales account code as configured on the Contract Type for this fee. This can be changed, if required.
- COS Account Code: This column with auto populate with the sales account code as configured on the Contract Type for this fee. This can be changed, if required.
Usage Charges and Configuration Frame
- The Usage Charges and Configuration frame will auto populate with the usage charge description details linked to the selected part if applicable.
- Charge Rate: Either type in or use the directional arrows to select the standard meter charges for each period type (Day, Hour, Week) for each linked meter.
- Account Code: Either type in or use the directional arrows to select the correct Account Code for each meter and period type.
- COS Account Code: Either type in or use the directional arrows to select the correct COS Account Code for each meter and period type.
- When you have finished adding all the charges and configuration details, click on Save.
- The new product details will be saved and you will return to the Short Term Products listing screen.
- Here you can see the new product has been added to the list.
MNU.011.001