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.