Add Contract

Billing Rate

Adding Billing Rate

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Contract Task

Adding Contract Task

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Contract

This is where the contract between the provider of a service and the user’ details is created.

It has five tabs and four buttons

Detail Tab – The code and description are important to fill in.

Code – Code of the SLA

Short Description – brief description of the SLA

Minimum Billing Amount – minimum amount the customer and the service provider agree upon

Maximum Billing Amount – maximum amount the customer and the service provider agree upon

Start Date – beginning of the SLA started

End Date – The end of SLA

Archived – SLA will go to archives if the box is ticked

Notes Tab – customer notes regarding SLA

Custom Fields – a user can select from the category

Task Tab 

This displays the list of tasks that can be selected for this user contract

Search button - to search for existing tasks

Select /Deselect All button – selects all available tasks  or unselect all the tasks

Billing Rates Tab 

SLA rates selection

Search button - to search for existing billing rates

Select / Deselect All button – Selects all available billing rates  or unselect all billing rates

Billing Rate Default - Select from the list the defaulting billing rate when this contract is selected

Potential billing rate - Select from the the list the defaulting potential billing rate when this contract is selected

Custom Fields Tab

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Defaults