Generating booking data x months in advance: Contract booking dates help organizations plan maintenance. However, if an agreement extends over a long period of time, you do not want to generate all the booking data at once, but months in advance. The default is 12 months. Generating work orders in advance: shows the number of days generated before the scheduled service date. If you choose a large number of days in advance, you can have a lot of work orders only sitting there; However, if you choose too few days in advance, you may not have time to prepare. If no value is entered, work orders are generated on the scheduled day of the service period (the date of the booking) on the date of the creation of the registration in the agreement. As soon as the agreement is active, the contract billing data is generated in a short time. it works, but for the booking date the agreement says error: the agreement must be the agreement on the known configuration reservation that both are equal u a look at the screenshots of the agreement, put the system`s status field on active. This triggers the creation of booking data representing the date service to be performed.
Tip/Comment: For now, I have not yet found a way to combine properties (skills) with an agreement! I`ll update this article if/if I do. Record reference time: This value is available on the agreement and dictates when agree data, such as booking data and work orders, should be generated on the day. This is useful because some organizations don`t want agreements that generate a lot of orders in the middle of a workday, while dispatchers plan and manage other orders. You also set custom date orders that need to be executed if a model doesn`t reflect your business needs. For example, perhaps an agreement to perform the service on different holidays throughout the year. In the agreement, go to the accounting institution > Add a new agreement calculation institution. I need the agreement to automatically generate the work regulation after a while and what does it need to do properly? In the booking establishment, the scope of the contract is defined on the account orginating agreement or account agreement. A review of the agreement is also displayed in the Settings section. Price List: Shows the price of all products and services related to an agreement and orders the price list that is replenished on work orders and invoices generated by that agreement. Add to the agreement price list all products and services used during the agreement. Agreements generally involve a negotiated price for goods and services, which is generally reflected in a brand new price list.
The price list for work orders and resulting invoices can be manually updated if necessary. The contract number is thus dictated when a new agreement is established.