Overview
This tab defines Sales Contract parameters.
Fields
Default Activation Grace Period (Days): This value is used as the default when adding Sales Contracts. If activation does not occur during this “grace period” (defined in “days”) billing will begin after this number of day.
MSA Required on Sales Contracts: When checked, indicates that a Master Service Agreement (MSA) is required for Sales Contracts.
Default Sales Contract Term: Default Sales Contract Term used when creating Sales Contracts. Value must be a whole number up to 4 numeric characters in length.
Periodic Billing Process Lock: When checked, indicates that the Generated Recurring Billing job is running for the Sales Division. It is auto-set /cleared, but if for some reason doesn't clear, can be cleared manually. Only 1 "session" can be run at a time in a Sales Div if run by Div.
NOTE During the 'Generate Recurring Billing' process, if any error is locking the Sales Order Control record, the user is notified through an email notification containing the error details.
Always Make Contract Devices for New SIW: When checked, Contract Devices are created automatically with the creation of New Shipped Item Warranties.
SEE ALSO
SO Control Account Defaults Tab
SO Control Auto-Project Tab
SO Control Configurator Tab
SO Control Credit, Charges & Commissions Tab
SO Control Default Commission Schedule Tab
SO Control Form Templates Tab
SO Control FinancialForce Invoice Tab
SO Control GEO Service Tab
SO Control Invoice Processing Tab
SO Control Miscellaneous Tab
SO Control Order Processing Tab
SO Control Prefix & Auto-Number Tab
SO Control Price Tab
SO Control Sales Contract Tab
Sales Order Control
