Adding customer contracts
You can define contracts for customers and specify - per service location - the contract details and related service agreements and terms.
Procedure
1. At Customers, select the customer for whom you want to add a contract.
 | For more information on defining customers, see Adding customers. |
2. Go to the Contracts selection level.
3. On the action panel, click Add service contract or Add lease contract.
4. In the data panel, complete the relevant fields.
| | For a description of the contract fields, refer to Contract Management. |
| | When filling in the contract fields, take note of the following: • Use the Customer field instead of the Accepting contracting party field • If it is not desirable that the address of the Offering contracting party is automatically copied from the contract to the external tradesperson on a linked work order or PPM order, you can prevent this with a setting in Field definer . See: General order setting fields. |
5. Click Save.
You have now created a customer contract. You can continue by adding the corresponding contract lines.
| | If the reference date is active, any expired contracts (i.e. contracts whose end date has already passed or contracts that are terminated) will not be visible in the elements list. |