In the Service Contracts window, you can track the locations or equipment covered by a contract you have with the client. For each client, you can enter multiple contracts.
1 | Open 3-6 Receivable Clients. |
2 | Select the client. |
3 | On the Options menu, click Service Contracts. |
4 | In the Contract# text box, enter the contract number. |
5 | In the Description text box, enter a brief statement about the contract. |
6 | In the Expiration text box, enter the date when the contract expires. |
7 | In the Type text box, enter the number of the service contract type. |
8 | In the Coverage list, select the coverage. |
a | If you click All Locations/All Equipment, go to step 9. |
b | If you click Specified Locations Only, then enter the locations in the Locations Grid. |
c | If you click Specified Equipment Only, then enter the client’s equipment in the Equipment Grid. |
9 | On the File menu, click Save. |
Setting up service contract types |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.