Process Service Contracts

Form ID: (FS501200)

On this form, you can specify the criteria for selecting the service contracts and then process all of the listed contracts or only the contracts you select. These service contracts have been created on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form. As the processing action, you can update the status of the contracts or activate the billing periods for them.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Initiates the selected processing (based on the Action you select) for the service contracts you have selected in the table.
Process All Initiates the selected processing (based on the Action you select) for all service contracts listed in the table.

Selection Area

In this area, you can define the criteria of the service contracts to be displayed in the table below, as well as the action to be applied if you click Process or Process All.

Element Description
Action The action to be taken if you click Process or Process All on the form toolbar. Select one of the following options:
  • Update to Upcoming Status: Changes the status of each processed service contract.
  • Activate Upcoming Billing Period: Activates the next billing period for the service contracts for which the End-Period Plus, Beginning-Period Plus, or Beginning-Period Fixed option is selected in the Billing Type box on the Summary tab of the Service Contracts (FS305700) or Route Service Contracts (FS300800) form.
  • Renew: Renews service contracts with the Active status (those contracts, which have the Renewable option selected in the Expiration Type box in the Contract Settings section on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form). Once a service contract is renewed, its expiration date is moved forward by the duration specified in the Duration box on the Summary tab of the Service Contracts or Route Service Contracts form.
  • Forecast: Generates the service contract quote report for the selected service contracts.
  • Email Quote: Emails the service contract quote to the customer.
    Note: Only the service contracts that have at least one service contract quote report generated are displayed in the list.
Branch The branch of the staff members who perform the services of the service contracts you want to view and possibly process.
Branch Location The branch location of the staff members who perform the services of the service contracts you want to view and possibly process.
Customer

The customer specified in the service contracts you want to view and possibly process.

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 specified in the service contracts you want to view and possibly process.

This box appears on the form only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Service Contract ID The identifier of the service contract you want to view and possibly process.

Table

This table displays the service contracts that match the criteria you have specified in the Selection area. You can process all of the listed service contracts or only those you have selected by using the unlabeled check boxes in the first column.

Table 1. Table Columns
Element Description
Included An unlabeled check box that you select to include this service contract for processing if you click Process.
Branch The branch that provided the services of the service contract.
Branch Location The branch location that provided the services of the service contract.
Customer ID The unique identifier of the customer that ordered the service.
Location ID The unique identifier of the customer location related to the service contract.
Service Contract ID The identifier of the service 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 provided for the service contract.
Start Date The start date of the service contract.
Expiration Date The expiration date (if any) of the service contract.
Upcoming Status The status that the contract will have after the date specified in the Effective Until Date column.
Effective Until Date The date until which the current status of the service contract is effective in the system.