Customer Maintenance Contracts
Maintenance Customer Contract module gives the possibility to create the overview of the details service contract you have with your Clients. You can add the details what you agree with your Client or you can exclude the values so you can later invoice them additionally. On the Contract Card you can issue the Sales Documents as well.
To start with Maintenance Contract you must fill the setup on the Maintenance Contract Setup page. Here you can decide if you want to create based on Contract:
- Sales Invoice
- Sales Order
Please select the Sales Account No. where the income from the contracts will be posted. In the setup, you can decide whether the contract should be divided equally per month (with the same number of days) or based on the actual number of days in each month. This applies to the yearly price provided on the contract card, which needs to be split to create monthly sales documents. To create Maintenance Contract Nos., you can use the action from the menu.
New contract can be created on the Customer Maintenance Contracts list.
On the General Tab you can select Customer related to the Contract. All details related, like Name, Address, Contact are taken from the standard Business Central Customer Card. You need to provide the information regarding the Starting and Ending Day of the contract.
On the Invoicing Tab you can change the Bill-to Customer if it will different than Sell-to Customer.
Then you need to assign what will be part of the Contract. You can based your Contract on:
- Asset, Asset Location,
- Work Order Category,
- Work Order Plan,
- Round Order Plan,
- Work Order Group.
If you add new lines to the selection, remember that you are making the contract more specific, not adding additional possibilities.
Then you can decide if any of the Resource, Item or Expense will be excluded from the Contract. You can select the specific value or exclude all transactions related to one Type.
As a next step you need to decide if the Charge period will be based on monthly or yearly payment. Enter the Contract Amount and Calculate it by action Calculate Maintenance Contract. You can also decide if the contract will be invoiced at the First or Last Day of the month.
On the Sales Documents Line you can issue the Sales Orders / Invoices and change the monthly value if is necessary. You can also Skip the sales document for selected month.
When the Contract is Released you can Print Confirmation.
All the Contract can be Archive so you can Restore them later if necessary.
When you will be working on the documents related to the Contract you will see this information on the Document Card.
Those documents will be excluded from the invoicing process because they are included in the Contract and the Customer should not paid for them.
