Contract Schedule Detail Summary

Form ID: (FS400600)

On this form, you can view all the stock or non-stock items associated with the service contract schedules defined in the system and their details.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You can use the elements in this area to view in the table the stock or non-stock items that are most relevant to the information you need. Most of these boxes can be left blank to view a broader range of information.


Element	Description
Customer	The customer for which you want to view items. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location	The customer location for which you want to view items.
Service Contract ID	The identifier of the contract.
Service Order Type	The type of the service order for which you want to view items.
Item ID	The inventory item (stock or non-stock item) that was used in the service contract schedules for which you want to view data.
Service Template ID	The service template for which you want to view items.
Target Equipment ID	The target equipment for which you want to view items.

Table

This table displays the stock or non-stock items of performed appointments according to the criteria you have specified in the Selection area.

Table 1. Table Columns
Element	Description
Branch ID	The branch that provided the services.
Branch Location ID	The branch location that provided the services.
Customer	The unique identifier of the customer that ordered the service.
Service Contract ID	The identifier of the contract.
Customer Contract Nbr.	The reference number of the service contract, which the system automatically generates for every new service contract of this customer.
Description	The description of the service contract schedule.
Status	The status of the service contract, which is one of the following options: Draft: The contract is a draft and is not yet activated. Active: The contract is active in the system; you can generate schedules and invoices for a contract. Suspended: The contract is on hold and can be activated at any time. You cannot generate service orders and appointments from contracts with this status. Canceled: The contract has been terminated and cannot be activated. You cannot generate service orders and appointments from a canceled contract. Expired: The expiration date specified for a contract has passed, and no further activities for the contract are needed.
Schedule ID	The identifier of the contract schedule.
Active	A check box that indicates (if selected) that the schedule is active in the system.
Location ID	The unique identifier of the customer location where the appointment takes place.
Service Order Type	The type of the service order associated with the service contract schedule.
Line Type	The type of the item related to the service contract schedule.
Inventory ID	The identifier of the stock or non-stock item related to the schedule.
Service Template ID	The identifier of the service template related to the schedule.
Quantity	The number of this items in the schedule.
Equipment Nbr.	The reference number of the equipment related to the schedule.
Start Date	The date from which the schedule is generated according to the service contract.
Expiration Date	The end date of the range when the schedule is generated if applicable.
Recurrence Description	The recurrence setting of the contract schedule. The value in this column is a combination of the settings selected on the Recurrence tab of the Service Contract Schedules (FS305100) form.