Add Contract

Billing Rate 

 

 Adding Billing Rate 

 

 

 

   

 Contract Task 

 

 Adding Contract Task 

 

 

 

 

   

 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 cat e gory 

 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 –  S elects 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 

 

 

 Defaults