This allows the form to establish which line you are creating a Service/Contact record for.
Contract Details
The ‘Apply All’ checkbox allows subsequent service lines to inherit the same renewal and merging attributes as the initial order line.
Line Renewal Type determines the desired duration of the service line.
The Merging Rule determines the type of merging required.
‘New’ Merging Rule
If the rule is ‘New’, the order line will be merged to create a new contract.
‘Contract’ Merging Rule
The ‘Contract’ rule will merge the line to an existing contract with the same customer, service line and end date. Select the ‘Contract Number’ from the list of values, the default Start and End Date entries will be displayed.
‘Order’ Merging Rule
The ‘Order’ rule will merge the line to a line of the current order.
Contract Renewals
Renewal information only applies where the Merging Rule is ‘New’.
Select the Renewal Type from the list of values. This determines how the renewal type is to be processed e.g. Notify Salesrep.
The renewal pricing attributes determine the basis for pricing the renewed contract e.g. Price List
Select Customer Contact details from the list of values.
Click the ‘OK’ button to write the information to the worksheet and close the form.
Click the ‘Cancel’ button to cancel your changes and close the form.
