Implementing the Contract Functionality: To Create an Empty Template for a Support Contract

In the following implementation activity, you will learn how to create an empty template for a support contract.

Story

Suppose that the SweetLife Fruits & Jams company, in addition to deploying juicers, also specializes in providing maintenance. The Unifruit LLC customer previously purchased juicers and now needs to enter into a maintenance support contract. On 3/8/2023, the support contract was signed by both parties.

According to the terms of the contract, it has the Expiring status, and the contract span is three months. On 3/10/2023, the service under the contract was provided by one regular specialist for four hours for a total sum of $480. This service was reflected in the system in a separate case. The service of maintenance specialists costs $120 per hour, and the price is not dependent on the skills and position of the employee performing the service. The billing of the contract will be performed monthly and on a per-case basis.

Acting as a sales manager, you will create an empty contract template for the support contract.

Process Overview

On the Contract Templates (CT202000) form, you will create an empty template for a support contract.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

System Preparation

To prepare to perform the instructions of this activity, do the following:

1. Launch the MYOB Advanced website, and sign in to a company with the U100 dataset preloaded. To sign in as a sales manager, use the following credentials:
   • Username: chubb
   • Password: 123
2. As a prerequisite to this activity, complete the Implementing the Contract Functionality: To Create Labor Items and a Case Class for a Support Contract to create a labor item and a new case class for the support services you will use during the creation of the empty contract template.

Step: Creating an Empty Contract Template

Now you need to create an empty contract template and specify the default settings for a support contract.

On the Contract Templates (CT202000) form, do the following:

1. Add a new record.
2. In the Contract Template box of the Summary area, type REGULARSUP.
3. In the Description box, type Regular support services.
4. In the Contract Settings section of the Summary tab, do the following:
   1. In the Contract Type box, select Expiring.
   2. In the Duration boxes, enter 1, and select Quarter.
   3. Leave the Refundable and Enable Template Item Override check boxes cleared.
5. In the Billing Settings section, do the following:
   1. In the Billing Period box, leave Month to define the time period into which the contract billing schedule should be divided.
   2. In the Bill To box, leave Customer Account to indicate that by default, a contract based on this template is to be billed to the customer account specified for the contract.
   3. In the Billing Schedule Starts On box, leave Activation Date to specify the starting point of the contract billing schedule. (In this lesson, it does not matter which value you select in this box, because you will activate the contract of this type by using the Set Up and Activate command, and the setup date will be the same as the activation date.)
   4. In the Billing Format box, select Detail to define the format of an invoice generated when a contract based on this template is billed. Each occurrence of contract usage (that is, each case) will be shown as a separate line in the resulting invoice. You can change the billing format of this template at any time, and this change will affect the format of the invoices generated afterward for any existing contracts based on the template.
   Note: By editing the Line Description formula, you can modify the descriptions shown in the invoices issued for the contracts.
6. Make sure the Active check box is selected in the Summary area, so that you can create contracts based on the template. These settings are shown in the following screenshot.

   
   
   

7. On the form toolbar, click Save.

You have created an empty contract template for a support contract and now you can configure an empty support contract.