Here are some different options on how chords can be configured and used. The generated agreement: If you decide to use contract invoices, you can create a new agreement to generate invoices or add invoices to an existing service contract. If the invoices for the contract relate to the planned maintenance, we recommend using the work orders and invoices of the contract under the same contract. In the agreement, go to the accounting institution > Add a new agreement calculation institution. As mentioned above, contracts are intended to describe the delicate details of your agreement. It is important to be as concrete as possible, what you are hiring, how you are going to do it and what the expectations are on both sides. If you`ve opted for the Auto Generate Bookings agreement, work orders are scheduled on the preferred resource when work orders are generated. Generating an X employment contract days in advance: This value is available in the agreement booking establishment and may vary for each booking resumption, but a default value can be set here. For a written contract to be legally binding, it must clearly state who is legally bound to the agreement – or, in other words, you need contact information for all parties involved. As this agreement is already active, billing data is generated in a short time, but not immediately. If you have added an agreement calculation institution to a new agreement or an existing agreement with a precalculative state, you must activate the agreement.
It is possible to import a booking resumption model for an agreement booking establishment (OMT) or an accounting agreement institution (AIS). Bookings made by agreements do not take into account existing bookings, which means that it will book twice in addition to existing schedules. Enter your information to set the schedule for the agreement. Use QuickInfos handy guides. The orders generated include all the details specified in the agreement, z.B. price list, type of contract, type of incident, flow installation, etc. If you don`t want to use incident types, you can simply add products, services and service tasks directly to the agreement. We use agreements with customer resources, incident types and price lists to set up this scenario. Consider providing a contract prefix and a starting number (optional). Switch to the field > service settings and then to the Accords section. Then scroll through the contracts and activate the “Preferences for Custom Contracts” setting: By specifying a customer ID for the contract incident, you can set recurring jobs to perform for certain devices and create the service history. You can also add several types of incidents to a chord reservation system, each with a debit system.
Start and end date: Sets the duration of the agreement. On the Other tab, you can enter more details, z.B. the service territory to which the resulting work orders must be included, and the registration time that indicates the time of day of work orders, invoices and other datasets related to this agreement must be generated. This is important because some organizations do not want to enter into employment contracts in the middle of the work day. If no value is set, the value in the service settings is set by default. divide. The subdivision of the elements of the contract between the articles and sections of the contract requires a classification or definition of where a particular provision is to be placed. Whether the articles should be divided or whether the contractual clauses should be subdivided may depend on the length of the contract. In us-style contracts, the trend is to reduce the number of items (in a share purchase contract sometimes no more than four or five items).