Forms Used to Set Up Contracts
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
SWM System Constants Revisions |
W17001C |
Service & Warranty Setup (G1740), Service & Warranty Constants. |
Set up contract constants. |
Line Type Constants Revisions |
W40205B |
Contract Setup (G1744), Line Type Revisions. Click Add on the Work With Line Types form. |
Set up customer service line types. |
S/WM Line Type Constants Revisions |
W1793B |
Select SWM Attributes from the Form menu on the Line Type Constants Revisions form. |
Set up customer service line types. |
Billing Frequency Code Revisions |
W15019B |
Contract Setup (G1744), Billing Frequency Codes. Click Add on the Work with Billing Frequency Codes form. |
Set up billing frequency. |
Work With Tax Rate/Areas |
W4008A |
Contract Setup (G1744), Tax/Rate Areas. |
Locate and review tax rate areas. |
Tax Rate/Area Revisions |
W4008B |
Click Add on the Work With Tax Rate/Areas form. |
Set up tax rates. |
Work with Batch Versions |
W98305A |
Select Tax Area Report from the Report menu on the Work With Tax Rate Areas form. |
Set up tax rates. |
Add Daylight Savings Rule |
W00085B |
Contract Setup (G1744), Daylight Savings Rules. Click Add on the Work With Daylight Savings Rules form. |
Set up daylight savings rules. |
Revise Contract Coverage |
W1724A |
Contract Setup (G1744), Contract Coverage Entry. Click Add on the Work With Contract Coverage form. |
Enter contract coverage information. |
Revise Contract Services |
W1725B |
Contract Setup (G1744), Service Type Entry. Click Add on the Work With Contract Services form. |
Enter service type information. |
Cost Type Percentages Revisions |
W1792A |
Contract Setup (G1744), Cost Type Percentages Revisions. Click Add on the Work With Cost Type Percentages form. |
Set up cost type percentages. |
Revise Contract Service Package |
W1729C |
Contract Setup (G1744), Service Package Entry. Click Add on the Work With Contract Service Package form. |
Enter service package information. |
Work with Entitlement Date |
W1791B |
Contract Setup (G1744), Entitlement Date Revisions. |
Set up entitlement dates. |
Entitlement Date Revisions |
W1791D |
Click Add on the Work with Entitlement Date form. |
Set up entitlement dates. |
Entitlement Rules Sequence |
W1791A |
Select Entitlement Rules from the Form menu on the Work with Entitlement Date form |
Set up entitlement dates. |
Contract Duration Ranges |
W1726A |
Contract Setup (G1744), Contract Duration Ranges. |
Set up contract duration ranges. |
Work With MailMerge Templates |
W05WMMWBA |
Contract Setup (G1744), MailMerge Template. |
Set up MailMerge Template for contract renewals. |
Web Mail Merge Template Details |
W05WMMWBB |
Contract Setup (G1744), MailMerge Template. Click Add on the Work With Web MailMerge Templates form. |
Set up MailMerge templates for contract renewals. |