Setting Up Contracts

This section provides an overview of contract setup and discusses how to:

  • Set up contract constants.

  • Set up customer service line types.

  • Set up billing frequency.

  • Set up tax rates.

  • Set processing options for the Tax Rate/Areas program (P4008).

  • Set up daylight savings rules.

  • Enter contract coverage information.

  • Set processing options for the Work With Contract Coverage program (P1724).

  • Enter service type information.

  • Set up cost type percentages.

  • Enter service package information.

  • Set up entitlement dates.

  • Set up contract duration ranges.

  • Set up MailMerge documents for contract renewals.