Manage Customer Contract – A summary of the activity
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This activity enables you to keep a record of essential contract information. With the help of various tabs you will be able to record multiple information relating to a contract.
You have the flexibility to make a contract with general terms and conditions or to record a contract which is customer specific, which is legally enforceable.
A contract after confirmation is queued for approval by the authorized authority. After approval the contract is deemed to be effective. The status of the contract after approval is “Approved” status. The details of this contract cannot be modified, but you have the option to revise contract details even after its confirmation.
This activity acts as a complete maintenance agreement which covers various aspects for a service provider. Main information such as the period for which the contract is effective, objects coverage in the contract. Also the scope of work that is covered in the agreement along with the pricing policy at both object level and work scope level, billing, service execution terms and conditions, incoming and outgoing terms and conditions, applicability, turnaround time.
Also, the “Contract Upload Summary” tab helps you to view “Mandatory” tabs for which data entry has not yet been made. This is indicated in the “Specified” column in the multiline with a “Yes” or “No”. For example if the Object Effectivity is given as “Parts’ in the “Primary Info.” Tab, the mandatory tabs in which you will be required to give data are “Part Effectivity” tab, “Work Scope” tab.
The contract is saved in “Fresh” status if all the required information is given. But if all the required information has associated with the contract have not been specified, the contract is saved in “Draft” status only.
Getting familiar with the pages inside
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Edit Pricing & Invoicing Details |
Modifying pricing information for objects covered in the contract |
Edit Terms of Execution |
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Edit Incoming & Outgoing Terms |
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Edit Additional Info. |
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Rule Based Pricing Details |
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Billing Start Ref. Date Details |
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Manage Price Escalations |
What you can do in this activity
You can create a contract.
Use the “Manage Sale Contract” page to create a contract.
Click the “Create Contract” radio button in the “Contact Details” group box.
Use the “Manage Sale Contract” page to modify a contract.
Click the “Modify Contract” radio button in the “Contact Details” group box.
Ensure that the contract number is specified and exists for the login user.
Ensure that the revision number specified for the contract is a valid revision number.
The system performs the following:
Retrieves the information pertaining to the specified revision number.
Revision of a contract is allowed only with contract status as "Approved".
Use the “Manage Sale Contract” page to modify a contract.
Click the “Confirm” pushbutton to confirm a contract.
Use the “Manage Sale Contract” page to modify a contract.
Go to the “Approve / Close Contract” page to approve a contract.
Select the “Manage Sale Contract” link in the “Approve Sale Contract” page.
Click the “Save Main Contract Info.” to save the revisions made to the contract.
Use the “Manage Sale Contract” page to modify a contract.
Click the “Cancel” pushbutton to cancel a contract.
Use the “Approve / Close Customer Contract” page
Click the “Return” pushbutton to return a contract.
Use the “Approve / Close Customer Contract” page
Click the “Close” pushbutton to close a contract.