Contract Maintenance

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Go to Photocopier > Contract Maintenance,

Click on Create a New Contract ,

 

 

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Contract No.: this document number is auto-run, the format depends on Contract Type. However, you may just type in any document as desired.

Contract Status:  ACT (active or already running),  KIV (Keep in view),  TRM (Terminate... will prompt for password), BLK (black list)

Contract Date: select the date of the contract.

Contract Effective Date: select the contract commence date.

Invoice Ref. No.: key in the invoice reference number for this contract (if any)

Contract Type: select a contract type, this will determine the Next Possible No. / running number (at the top of windows)

Contract TP:  determine whether this is a New or Renewal contract.   (up there can copy contract when renew...)

Contract Period: the length of contract period in months

Advanced Rental: advanced rental in number of months

Prepaid Rental: prepaid rental in number of months

Contract Expiry Date: this date will be auto-filled based on Contract Effective Date and Contract Period

Auto Renewal: check this checkbox to set the auto renewal, the Renewal Contract Period (in number of year); the Times of Renewal will be auto-filled.

To view a list of auto-renewable contracts, go to Go to Photocopier > Contract Maintenance, and click on Auto Renewal Contract Listing

 

 

General

Copier Serial No. / Model: select a photocopier serial number, its model will be auto-filled.

Auto Calculate Copier Maintenance Cost: click on this to auto calculate the Maintenance Cost (refers to the cost of items in Customer/Copier Service Maintenance). When this is checked, the field of Copier Maintenance Cost will not be used.

Copier Maintenance Cost: key in the maintenance cost if you did not select Auto Calculate Copier Maintenance Cost.

Copier Fixed Cost: key in a fixed cost if any.

Copier Installation Date: define the data when this copier is installed at customer place

Customer Purchase Price: key in the price of purchase for customer.

Purchase Invoice No: key in the invoice number if this machine is purchased by the customer

 

 

Customer Details

 

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Debtor Code/Name: Select the customer code. Debtor's name will be auto-filled.

Billing Address: this is captured from Debtor's file maintenance

Copier Location: key in the location address of the machine; or click on Set Identical to copy from Billing Address.

Copier: maintain additional information about the copier, e.g. Department, Person In Charge, Phone, Area Code, Sales Agent, Technician Code.

 

 

Billing Info (Billing)

 

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Billing Day:

Copier Rental Fee: key in the rental fee of the machine

Other Charges:

Other Charges Description:

Remarks:

 

 

Billing Info (Copier Meter Reading)

 

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Installation Black Meter(I) Reading: key in the meter reading upon installation (black ink)

Last Black Ink Meter(I) Reading: this field will be auto-updated from Meter Reading Transaction

Installation Black Meter(II) Reading:

Last Black Ink Meter(II) Reading:

Installation Color Meter(I) Reading: key in the meter reading upon installation (color ink)

Last Color Meter(I) Reading: this field will be auto-updated from Meter Reading Transaction

Installation Color Meter(II) Reading:

Last Color Meter(II) Reading:

Last Billing Date: this field will be auto-updated

Last Meter Reading Date: this field will be auto-updated from Meter Reading Transaction

Last Meter Reading Trans. No: this field will be auto-updated from Meter Reading Transaction

Adjust Bill: use to adjust number of transaction of the contract... to adjust the value of Bill of ? at Meter Reading Transaction, the adjust value could be 1, 2... or -1, -2 ...

 

 

Billing Info (Black Ink Meter) / (Color Ink Meter)

 

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Price Scheme/Description: select a price scheme; Description will be auto-filled.

Monthly Charges Information/Meter Price: according to the selected Price Scheme.

Change Price Scheme Base On No of Months: this is to change the current price scheme (Price Scheme I) to a new price scheme (Price Scheme II), and specify on which month you wish to start (Start Price Scheme II on Month:  ?  ). Then the Price Scheme II tab will be displayed and you may specify the Price Scheme for it.

     

Change Price Scheme Base On Total Inclusive Copies: this is to change the current price scheme (Price Scheme I) to a new price scheme (Price Scheme II), and specify the price change will take effect after certain number of accumulated copies (Start Price Scheme II after Total Inclusive Copies: ?  ). Then the Price Scheme II tab will be displayed and you may specify the Price Scheme for it.

 

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Others

 

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Previous Contract No: select the previous contract number. This field will be auto-filled as the result of Create New Propose/Renew Contract.

New Propose Contract No:select the new propose contract number. This field will be auto-filled as the result of Create New Propose/Renew Contract.

Contract Returned Date: define the contract returned date if any.

Others: key in other info in text form.

 

Notes: to key in additional notes related to this contract.

External Links: click on '+' sign to add an external link of related documents, image files...etc

 

 

Copy Contract

 

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Click on Copy Contract on the top left of the windows,

 

Copy From Other Contract: to copy the contents from another Contract.

Copy To New Contract: copy the contents of current contract to a New contract.

Create New Propose Contract/Renew Contract: to create a new proposal or renew contract from current contract.

 

 

 

 

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