Contract Maintenance Setup
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A service-level agreement (SLA) is a contract between a service provider and a user of that service SLA may specify or include the percentage of the time services will be available
CRM Module> Configuration> Contract Maintenance
| Code | |
| Description | |
| Archived |
Billing Rate Tab
| Code | Enter SLA or billing rate code |
| Description | Enter brief description of SLA or billing rate |
| Hourly Rate | Enter the amount billed per hour |
| Rate Type | Select the billing rate tye on the drop down |
| Non Billable | Put a tick of an SLA is non billable |
| Archived | If the archived box is ticked, the billing rate will be achieved |
Contract Task Tab
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| Code | Enter the billing rate code |
| Description | Enter billing rate description or name |
| Start Date | The date could be set to a year if the tasks are to be reviewed yearly |
| End | The date could be set to a year if the tasks are to be reviewed yearly |
| Colour Text | |
| Service Item Default | This field allows the default service to be chosen from the selected list |
| Completed | |
| Archived | If the archived box is ticked, the billing rate will be achieved |
| Code | This field allows the user to search for an existing service item code |
| Description | This field allows the user to search for an existing service using the description |
| Available Service Items Grid | These will be the available service items that can be selected to be used in the service item for billing purposes |
| Selected Service Items Grid | These are the service items selected from the above list that will be available for use |
The date could be set to a year if the tasks are to be reviewed yearly
| Search | Search button to populate the available service item list |
| Add All | Allows the user to add existing items |
| Remove All | Allows the user to remove all selected items |
Note/Days
| Working Hours | |
| Days From Start | |
| Hrs | |
| Lag Days | |
| Hrs | |
| Default Hours | |
| Excl Days | |
| Text Colour | |
| Notes | Users can add notes for internal use |
| Private |
Contract Tab
|
Code |
|
| Minimum Billing Amount | |
| Start Date | |
| Archived | |
| Description | |
| Maximum Billing Rate | |
| End Date | |
| End Time (E/T) Value - active for Time Logs | |
| Notes |
Defaults Tab
| Charge Travel Fees | |
| Charge Toll Fees | |
| Travel Bill Type | |
| Distance Rate | |
| Service Item | |
| Travel Item | |
| Toll Fees item | |
| Toll Value | |
| Contract | |
| Task | |
| Billing Rate | |
| Potential Billing Task | |
| Time Rate | |
| Time Travelled | |
| Distance To |