Entering service contracts for clients

In the Service Contracts window, you can track the locations or equipment covered by a contract you have with the client. For each client, you can enter multiple contracts.

To enter service contracts for a client:

  1. Open 3-6 Receivable Clients.

  2. Select the client.

  3. On the Options menu, click Service Contracts.

  4. In the Contract# text box, enter the contract number.

  5. In the Description text box, enter a brief statement about the contract.

  6. In the Expiration text box, enter the date when the contract expires.

  7. In the Type text box, enter the number of the service contract type.

  8. In the Coverage list, select the coverage.

  9. If you click All Locations/All Equipment, go to step 9.

  10. If you click Specified Locations Only, then enter the locations in the Locations Grid.

  11. If you click Specified Equipment Only, then enter the client’s equipment in the Equipment Grid.

  12. Click File > Save.