Service Contracts: General Information
In MYOB Acumatica, you can create and process the contracts for the services requested by your company's customers. A service contract is a document that contains information about the customer, the services to be provided, and the schedule or schedules determining when your service staff will perform these services. You can use service contracts for creating appointment schedules for a piece of target equipment, and generating appointments on a periodic basis.
In MYOB Acumatica, you can create service contracts with different billing options that you set up depending on the company's needs.
Learning Objectives
In this chapter, you will learn how to create and process a service contract by doing the following:
- Creating a service contract in MYOB Acumatica
- Activating a service contract
- Creating a schedule for the service contract
- Generating appointments according to the schedule
- Processing an appointment associated with a service contract
Applicable Scenarios
You create a service contract when a customer requires services to be performed on a periodical basis on a customer's place.
Processing Workflow
In general, the processing of a service contract consists of the following steps:
- Creating the service contract: On the Service Contracts (FS305700) form, a service manager enters the service contract.
- Creating at least one schedule: By using the Service Contract Schedules (FS305100) form, the service manager creates a schedule (or multiple schedules) for the delivery of the services covered by the contract.
- Activating the service contract: The service manager activates the service contract, so that service orders or appointments can be generated for the contract schedules.
- Generating the service orders or appointments: The service manager generates service orders or appointments, which can then be processed.
- Generating and processing billing documents: An accountant approves the service orders or appointments of the service contract for the generation of billing documents. The accountant then generates billing documents for the service documents and processes them in the system.
- Suspending the contract (optional): If it is necessary to pause the service delivery and billing for the contract temporarily, the service manager can suspend the contract.
- Canceling the contact (optional): If the service manager has activated the contract but the services for the contract will no longer be provided for some reason, the contract can be canceled. This step can be performed before or after your company has started to provide services according to the contract.
The following diagram illustrates the processing of a service contract.
