Function available from update 8.0.0 and higher
This function is used to inquire service contracts. Use the various filtering criteria to select, for instance, the following contracts:
• contracts reaching their due dates before renewal,
• point contracts and remaining balance for making an offer.
Refer to documentation Implementation
Fields
The following fields are present on this tab :
Selection
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The Identification Code for the company. |
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Sales site of the company. |
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Categories
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Select the contract category you wish to filter. |
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Contract situation
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Check the box All in order o select all contracts, or check the contract statuses you wish to filter. Contracts statuses are: 'In process', 'Terminated' or 'Closed'. If you check the box In process, the field To be renewed becomes available. If you check the box All, all contracts 'In process' are selected, whether they are to be renewed or not.
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Date range
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Enter a contract start date and end date to filter contracts by date. |
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Contract range
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Reference of the first contract to be inquired. |
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Reference of the last contract to be inquired. |
Contract date selection
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Contract status
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The field To be renewed is available when the In process box is checked. |
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Presentation
Contracts matching the filtering criteria defined in the header are displayed in the grid.
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Fields
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Action icon
This button provides direct access to service contracts.
Click this action to access the Documents traceability function and view or browse through the hierarchy of documents at the origin of, or coming from, the relevant document.
When the field All skills is not checked on the grid line, use this button to access the screen of skills covered by the contract.
When the field All the base is not checked on the grid line, use this button to access the screen of the base covered by the service contract.
Use this button to access the original document of the service contract.
Use this button to access the invoice entered in the Last invoicefield.
Use this button to access the screen of quality constraints applying to the service contract.
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