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Plan and Schedule Ahead Service Contracts
Presenter: Debra Walke
Agenda Service Contract Profile Standard Contract Types Service Contract Setup Service Item Setup Creating Visits Service Contract Billings Monthly Revenue Posting Monthly Warranty Posting
Service Contract Profile
Revenue and Deferred Revenue GL Accounts
Options (Key Flags)
Categories Revenue 10 More
Distributions
Standard Contract Types Regular vs Time
Of Service Recognize
Revenue when Billed
Warranty Contract Visits Billing Revenue Addendum
Service Contract Setup
Service Items Visits, Billings,
Revenues Dates & Tables
(Reversing a Billing)
Quote/Estimate (available on the report generator)
Multi Techs Visit/Service Item
Service Item Setup
Unit type (link to Service Codes and Tasking/Check List Codes)
Belts and Filters Service Item Notes Service Item
Comments
Creating Visits
Date Range (monthly in advance)
Status to Include Credit Hold Credit Limit Tickets Checklist
and Worksheets
Service Contract Billings
Date Range Preview vs
Actual Regular
Contracts Only Conditions (as
filters)
Monthly Revenue Posting
Post Each Month Option to
Preview First Analyse using
Analysis of Revenue (Deferred Report)
Monthly Warranty Posting
Post Each Month Option to
Preview First Analyse using
Analysis of Warranty Report
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