Route Contracts: Contract Activation

In MYOB Acumatica, you have to activate a route service contract in the system to be able to generate appointments and billing documents for the contract. You can activate a draft of a contract for the first time or activate previously suspended contract. For the activated contracts, you cannot change the billing type and date information of route service contracts.

In this topic, you will read about activation of the draft contracts and suspended contracts.

Activating a Route Service Contract with the Draft Status

When you create a service contract in the system, the contract is automatically assigned the Draft status. When you finish entering the necessary information for the contract, you should activate the contract so that you can generate appointments and billing documents for it.

You activate the contract on the Route Service Contracts (FS300800) form by clicking Activate on the More menu (under Processing). The system changes the status of the service contract to Active. For the activated contracts, you cannot change the billing type and date information of service contracts.

Activating a Service Contract with the Suspended Status

Contracts with the Suspended status can be activated again starting on a particular date (whether or not it is the current date). To activate a suspended service contract, you open the necessary contract on the Route Service Contracts (FS300800) form and click Activate on the More menu (under Processing). The system opens the Activation Contract dialog box, in which you specify the starting date when the contract has to be activated.

If schedules have been generated for the service contract, you can view them in the table of the Activation Contract dialog box. You can change the date of the appointments to be generated when the contract is active. To do so, for each schedule, you select the check box in the Change Recurrence column. You then specify the date since which the service orders or appointments will be generated according to the schedule for the active contract in the Effective Recurrence Start Date column. The system recalculates the Next Execution date.

If the activation date is later than the current date, when you click OK to close the dialog box and return to the form, the Upcoming Status box contains Active (indicating that the service contract will be active) and the Effective Until Date box contains the activation date (indicating that the current status of Suspended is effective until the activation date.