Service Contracts

Information

Service Contracts allow you to record the service hours available to an Organization within a specified date range. Once defined, the system will automatically subtract any labor hours recorded in an issue from the balance of hours on the Service Contract. Multiple contracts may also be established for one Organization, allowing your team to relate the labor hours in an issue to the appropriate contract.

Multiple Contracts may be established for an Organization. If multiple Contracts are in effect simultaneously, users will be able to view and select the appropriate contract when entering their labor hours in an issue.

If you have ongoing (monthly, quarterly or annual, etc.) types of Service Contracts for your customers, you may also use “batch add contracts” and let Issuetrak generate all the new contracts for you.

Add a Service Contract

1

Navigate to Administration > Organizations.

2

Click edit next to the appropriate organization from the Organization List displayed.

3

Click add contract in the Service Contracts section of the organization record.

4

Define the Contract Name, Begin and End Date, and Hours Purchased

5

Click Add Contract

service_contract1.png

The message Contract successfully added will display upon completion.

Add a Batch of Service Contracts

1

Navigate to Administration > Organizations.

2

Click edit next to the appropriate organization from the Organization List displayed

3

Click batch add contracts in the Service Contracts section of the Organization record

4

Define the Contract Name, the number of Contracts the system should generate and at what interval, a Start Date, and the Hours Purchased which should be included on each Contract generated.

5

Click Generate Contracts

service_contract2.png

The message X number of Service Contracts successfully generated will display upon completion.

Edit a Service Contract

1

Navigate to Administration > Organizations.

2

Click edit next to the appropriate organization from the Organization List displayed

3

Click edit next to the appropriate contract in the Service Contracts section of the organization record

4

Edit the appropriate field value(s)

5

Click Update Contract

The message Contract successfully updated will display upon completion.

Delete a Service Contract

1

Navigate to Administration > Organizations.

2

Click edit next to the appropriate organization from the Organization List displayed

3

Click del next to the appropriate contract in the Service Contracts section of the organization record

The Edit Organization screen will display upon completion.

Apply a Service Contract to Labor Hours in an Issue
Multiple Contracts may be established for an Organization. Users will be able to view and select the appropriate contract when entering their labor hours in an issue.


Applies To:

Issuetrak 9.9+