This utility can be used to merge contracts.
All products from one contract can be moved on to another contract
for the same customer and from the same Division, and closed on the
old contract.
Any product detail notes are moved to the consolidated
contract.
Any file attachments associated with the contract are moved to the
consolidated contract, and removed from the old contract.
A comment noting the old contract # is also created in the notes of
each product detail that is moved to different contract through the
consolidation process.
A default flag in the Divisional Printing
Parameters can be set to control whether the Print
Consolidated Comments should print on the document or not.
This print flag can always be manually changed in the notes later
if required.
This consolidation feature is useful for firms that issue
contracts with few items on them, and later on want to amalgamate
the contracts into one large contract.
Specialized rental firms, such as trailer rentals, will issue one
contract per trailer, then consolidate the contracts for a customer
in order to produce one large monthly invoice.
Note: Signed Contracts cannot be merged as this would require a new signature.
The items on the contracts should usually be billed to a common
date for ease of consistent cycle billing, though this is not
mandatory and staggered billing within the contract is
acceptable.
The process to "catch-up" the contract billing dates on new
contracts to a common date in preparation for merging is:
Cylinder contracts generated from Cylinder Entry specifically to track cylinders, bottles, or containers as they are delivered and returned, cannot be merged.
Note: This utility can not be used if your firm uses the Vertex Tax software.
The prompts to merge two contracts are:
Note: When this contract is merged to the To Contract # the products will appear to be at the Site for the To Contract #.
When consolidated, the products on the From Contract #
are updated to Returned on that source contract, and are
then added to the target To Contract # with status
Out and with a comment in the notes referencing the original
source contract#.
The 'Contract Consolidation History' is written, to track the
original contract number used when the equipment went out.
Click YES to resort the products on this consolidated contract
in the Sort Sequence defined for the division on the
contract.
Click NO to leave the products in the sequence that they were
entered on the contracts.
ACTIONS:
Additional actions provided by buttons on
the Contract Consolidation screen include:
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