A customer contract is an arrangement between a customer and your organization to perform work for specific equipment, projects, or one-time events. Define customer contracts before performing work.
Follow these steps to define customer contracts.
Open the Customer contracts form (WMAGRS).
Click the Record view tab. Datastream 7i displays the Record view page.
Customer contract—Enter a description of the contract in the adjacent field. Datastream 7i assigns a contract number after you save the record.
Organization—Click to select the organization to which the contract belongs if you use multi-organization security.
Class—Click to select the class of the contract. The classes shown belong to the AGR entity.
Status—Click to select one of the following options:
U (Unfinished)—The contract has not been approved. The status of related fixed payments must also be Unfinished or Canceled, and no work order charges related to the contract may exist. An unfinished contract postpones the processing of potentially related work orders by the calculation batch function.
A (Approved)—Payments can be approved and work orders can be processed.
F (Finished)—Payments and work order charges can still be invoiced, but no new work order charges will be processed for a finished contract.
C (Canceled)—Choose only when no invoiced payments or work order charges exist.
Customer—Click to select the customer to whom to charge the work.
Pricing schedule—Click to select the pricing schedule for time/material costing.
Choose one of the following options:
Apply the contract to equipment—Click , for Equipment, to select the equipment to which to apply the contract. The contract also applies to any child equipment, unless the cost rollup attribute is set for the child equipment.
Apply the contract to a project—Click , for Project, to select the project to which the contract applies. The contract also applies to any child projects.
Apply the contract to an event—Click , for Work order, to select the work order to which the contract applies. The contract also applies to any child work orders.
Start date—Enter the start date of the contract.
End date—Enter the expiration date of the contract. If you do not enter a date, there is no time limitation on the contract.