What you will learn - and why
This course explains the various types of contracts that can be maintained
and how they are updated as a result of completing service orders. Emphasis
is placed on table file maintenance setup, establishing new contracts, updating
contract detail and contract billing. The student examines the various information
maintained for a contract including items being maintained under contract,
technician time used on the contract, and billing detail. Various billing options
are explained and examined. Student uses the sample database to add, delete,
and maintain contracts.
This course is for anyone involved in creating customer contracts, updating
contracts, or performing contract billing.
View Classes On Demand
Lecture Titles - Class 1
- Overview of contracts
- Basis of contracts
- Contract tables
- Contract templates
- Creating a contract
- Modifying and deleting a contract
- Multiple accounts on a contract
- Setting the default contract
Assignment: Review videos on contracts, set up contract
tables, and be able to add, delete, and modify a contract.
Lecture Titles - Class 2
- Reviewing contract detail
- Searching for a contract
- Using the contract list view
- Service orders & contracts
- Parts serviced &
labor on contracts
- Contract billing - setup
- Contract billing - invoicing
- Contract billing - interfacing to accounting
Assignment: Use the contract list view, reference the contract
on a service order, set up a billable contract, and perform contract billing
and invoicing.
Lecture Titles - Class 3
- Review contract detail
- Renewing a contract
- Advanced concepts - activities & workflow
- Contract reports
- Contract profitability analysis
Assignment: Renew a contract. Review contract reports,
set up a contract expiration activity, set up a contract workflow, review
contract profitability analysis.
