Creating a Fixed Contract

Follow these steps to set up an annual service contract:

  1. Open the Service Contracts form.
  2. Turn off Filter-in-Place and select Actions > New.
  3. Follow the steps in Adding a Contract to set up the new contract.
  4. For a fixed contract, select the Fixed billing type.

    For a calculated contract, select the Calculated billing type.

  5. Click Lines to launch the Service Contract Lines form. For a fixed contract, you have the option to add new lines or not. Lines added for a fixed contract are for information purposes and do not affect billing.
  6. Follow the steps in Adding Contract Lines.
  7. Save the contract.
Related topics
Using Contracts to Track Maintenance Agreements for Customers