Maintenance Details

The Main Site screen allows you to identify the Maintenance Contract customer and primary site. The following information can be recorded:

An optional contract number that identifies this maintenance contract. Although this contract number should be unique, TSM will allow you to duplicate the Contract Number on multiple contracts with a warning. Also note both fields are alpha-numeric. You might wish to use the Maintenance module to log a list of equipment sold or at a clients site even if no maintenance contract actually exists. In this case, leave the contract number blank.

Identify the Customer ID of the contact the contract is held with or whose equipment you are keeping details on.

Name, address, etc of the contract contact.

The date the contract begins.

The number of months the contract will run for. Entering this and the above value will automatically update the contract expiry date.

The date the contract expires. This is automatically calculated as the Start Date plus the Contract Period, or can be manually set.

Enter a fixed Maintenance Contract rate here for the entire contract period. If the rate changes over time, press the Update button to enter multiple contract rates for any given number of date ranges. Enter the date the new rate starts and when that rate is valid to and finally the rate. This is ideal if you want to enter contract rate increases in advance and have them automatically change when the start date for the rate is passed.

This displays the sum of all the individual rates set on the Equipment details section of all items under this contract. You can recalculate the Item Rate Total by pressing the Calculate button by assigning each item with an individual rate, the Item Rate Total provides valuable information to assist you in determining a contract rate. Note: When the item quantity is greater than 1, the Item rate is for all items, not just one.

Enter a code describing the type of contract for reporting purposes.

The Priority code that is assigned to all Job Cards linked to items under this contract if the job date is within the item’s warranty period (set on the warranty tab in set on the Equipment. The Priority code allows you to control any warranty Service Level Agreements you might have with the contact, as well as determining other details such as whether you charge for parts and labour etc. Leaving this field blank will use the Warranty Job Priority from the Setup.

The Priority code that is assigned to all Job Cards linked to items under this contract if the job date is within the contract period and the item is not under warranty.

The Priority code that is assigned to all Job Cards that are not linked to items under this contract but where the Job Card Contact is one of the sites under this contract and this contract is still current. This is useful if you want to provide special consideration to non-contract jobs that are carried out when a current Maintenance Contract exists.

Normally, a scheduled maintenance will recur at regular intervals endlessly unless an expiry date has been entered against that Schedule. Checking this option will automatically cease any Scheduled Maintenance that might be set up under this contract when the contract expires. This only relates to schedules which do not have their own override expiry date.

Check to flag this contract as currently active. This has nothing to do with the contract renewal date and allows you to identify and report on active contracts (even those that do not have a renewal date entered).

This option will disable the processing of schedules for this contract. They will not appear in the Cards screen preventing the creation of job cards from them. This is useful in a case where billing, site or other arrangements for this customer need to be re-examined before any more work is carried out on their equipment.