plan and schedule ahead service contracts presenter: debra walke
TRANSCRIPT
![Page 1: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/1.jpg)
Plan and Schedule Ahead Service Contracts
Presenter: Debra Walke
![Page 2: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/2.jpg)
Agenda Service Contract Profile Standard Contract Types Service Contract Setup Service Item Setup Creating Visits Service Contract Billings Monthly Revenue Posting Monthly Warranty Posting
![Page 3: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/3.jpg)
Service Contract Profile
Revenue and Deferred Revenue GL Accounts
Options (Key Flags)
Categories Revenue 10 More
Distributions
![Page 4: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/4.jpg)
Standard Contract Types Regular vs Time
Of Service Recognize
Revenue when Billed
Warranty Contract Visits Billing Revenue Addendum
![Page 5: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/5.jpg)
Service Contract Setup
Service Items Visits, Billings,
Revenues Dates & Tables
(Reversing a Billing)
Quote/Estimate (available on the report generator)
Multi Techs Visit/Service Item
![Page 6: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/6.jpg)
Service Item Setup
Unit type (link to Service Codes and Tasking/Check List Codes)
Belts and Filters Service Item Notes Service Item
Comments
![Page 7: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/7.jpg)
Creating Visits
Date Range (monthly in advance)
Status to Include Credit Hold Credit Limit Tickets Checklist
and Worksheets
![Page 8: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/8.jpg)
Service Contract Billings
Date Range Preview vs
Actual Regular
Contracts Only Conditions (as
filters)
![Page 9: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/9.jpg)
Monthly Revenue Posting
Post Each Month Option to
Preview First Analyse using
Analysis of Revenue (Deferred Report)
![Page 10: Plan and Schedule Ahead Service Contracts Presenter: Debra Walke](https://reader035.vdocument.in/reader035/viewer/2022062423/56649e445503460f94b3768f/html5/thumbnails/10.jpg)
Monthly Warranty Posting
Post Each Month Option to
Preview First Analyse using
Analysis of Warranty Report