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Article Body

Overview

The Sales Contract Device Deal Management module is used to update and maintain various attributes against the Covered Device/s associated to a Customer and or Sales Contract. The module supports quick and efficient updating of the Covered Device/s attributes via filters that will control which Covered Device/s are displayed in the results and then provide functionality to perform the following actions (in bulk) against the Covered Device/s selected:

Define Interim Hold Dates: Defines Start and End Interim Hold Dates against the Covered Device that can be used when placing a Covered Device on Billing Hold.
Clear Interim Hold Dates: Clears Start and End Interim Hold Dates against the Covered Device.
Place on Billing Hold: Places the Covered Device on Billing Hold and is therefore excluded from Recurring Billing.
Remove from Billing Hold: Removes Billing Hold from the Covered Device.
Terminate: Sets the Billing Status on the Covered Device to Terminated and any Recurring Charges associated with the Covered Device will not be billed. The Covered Device is not de-activated during this process.
Reactivate from Terminated: Changes the Billing Status on the Covered Device from Terminated to Active. Ensure the Exclude Terminated Devices filter is unchecked to show Terminated Covered Devices in the results display.
Transfer to Another Contract: Moves the Covered Device/s to another Sales Contract related to the same Customer. Refer to the Sales Contract Device Transfer documentation if transferring devices between Customers.
Update Asset ID's: Allows quick update of Shipped Item Warranty/Covered Device Asset ID's.

Application

Used to process updates in bulk to Covered Device/s against a Sales Contract.

Prerequisites

Creation of a Sales Contract with associated Covered Devices

Navigation

Sales Contract Device Deal Management

Processing

Apply filter criteria to display Covered Devices in the search results:

Apply filters as required to determine which Covered Device/s will be displayed in the results. See Fields section below for which fields are used in the filtering process.
Once filter criteria is set, click on Refresh Device Displays button. Covered Device records will be displayed based on filter criteria.

Perform Activity against the Covered Device results returned from the filter applied:

Select the action to be performed against the Covered Device/s via the Activity to Perform picklist.
Select the Activity Reason Code. The picklist option None User Defined is used for all activities other than Defining and Clearing Interim Hold Dates.
Set the remainder of the parameters based on the activity being performed.
Select All or select individual Covered Devices you want to process the activity against and then click Process Selected Activity.

Fields

Division: Division is set to the Current Division set on your Mfg User and cannot be changed directly. To create / access a record in another Division or Company, use Quick Menu option to “Change Company/Division” or update the Current Div on your Mfg User record.

Customer: Use to filter Covered Device results by Customer.

Sales Contract: Use to filter Covered Device results by Sales Contract/s. Use Bulk Entry if wanting to display results to show specific Sales Contracts.

Serial Number: Use to filter Covered Device results by Serial Number/s. Use Bulk Entry if wanting to display results to show specific Serial Numbers.

Asset ID: Use to filter Covered Device results by Asset ID/s. Use Bulk Entry if wanting to display results to show specific Asset ID's.

Active Devices Only: When checked, display results will only show Active Covered Device/s.

In-Active Devices Only: When checked, display results will only show In-Active Covered Device/s.

Devices on Billing Hold Only: When checked, display results will only show Covered Device/s with a Billing Hold status.

Exclude Terminated Devices: When checked, display results will not show Terminated Covered Device/s.

Exclude Transferred Devices: When checked, display results will not show Transferred (moved to another Contract) Covered Device/s.

Activity to Perform: Use to determine what changes are to be made to the Covered Device/s. Options are:

Define Interim Hold Dates
Clear Interim Hold Dates
Place on Billing Hold
Remove from Billing Hold
Terminate
Reactivate from Terminated
Transfer to another Contract
Update Asset ID

Activity Reason Code: Use to set the Activity being performed against the Device Management Reason field within the Contract Covered Devices – History Detail record. Reason Codes can be customized and maintained as required.

Interim Hold Start Date: Defines the Interim Hold Start Date that will be used when the Covered Device is placed on Billing Hold.

Interim Hold End Date:  Defines the Interim Hold End Date that will be used when the Covered Device is placed on Billing Hold.

Transfer to Contract: Defines the Contract that the Covered Device/s will be reassigned to. Only shows active Sales Contracts associated with the Customer.

Transfer to Installation Address:  When reassigning Covered Devices to another Sales Contract, Customer Installation Addresses will be displayed allowing bulk changes of the Installation Address against the Shipped Item Warranty/Covered Device.

Do Not Apply Early Termination Fees:  When checked, any Termination Fees set against the Recurring Charges associated with the Covered Device will not apply when terminating the Covered Device from the Contract.

Activity Effective Date:  Used when wanting to set a Termination Date or a Transfer Date against the Covered Device up to 1 month prior to today. Defaults to today's date.

Title	Sales Contract Device Deal Management

URL Name	Sales-Contract-Device-Deal-Management