User Instructions for Creating a Maintenance Contract Quote

This guide walks you through the steps to create a maintenance contract quote in the system.

Step 1: Navigate to Maintenance Contract Quotes

  • Open the application, and use the search bar or menu to find Maintenance Contract Quotes. Click on it to access the list of existing quotes.

Step 2: Start a New Maintenance Quote

  • Once on the Maintenance Contract Quotes page:
  • Click on the New button to create a new quote.

Step 3: Select the Customer for the Quote

  • A new page, Maintenance Contract Quote , will appear.
  • Locate and click on the Customer Number field to open a list of customers.
  • Use the Search bar to type and find the customer you wish to select.
  • Click OK (or Confirm) after choosing the correct customer from the list.

Step 4: Set the Contract Type

  • In the Maintenance Contract Quote page:
  • Click on the Contract Type field. A list of contract types will appear.
  • Select the appropriate contract type from the list.
  • The list will automatically close after making your selection.

Step 5: Enter Contract Dates

  • Fill in the start and end dates for the contract:
  • Enter the Start Date (e.g., 04/13/2026).
  • Enter the End Date (e.g., 04/13/2029).

Step 6: Select the Branch

  • Click on the Branch field to see a list of available branches.
  • Choose the appropriate branch from the list.
  • Click OK to confirm your selection.

Step 7: Add Equipment to the Quote

  • Scroll down to the Equipment section of the page:
  • Click on the Equipment field to open the list of available equipment.
  • Select the relevant equipment from the list.
  • Click OK to confirm your choice.

Step 8: Review and Adjust Contract Pricing

  • To update pricing:
  • Look for and click on the Prices option.
  • In the Maintenance Contract Pricing page, modify the following fields as necessary:
    • Annual Maintenance Amount : Enter the annual maintenance amount (e.g., 2400). This is a required setup.
    • Units Included per Year : Enter the number of included maintenance units (e.g., 2000). Used only if overtime is to be invoiced for hours used over the agreed amount.
    • Unit Price : Enter the price per maintenance unit (e.g., 1.75). Used only if overtime is to be invoiced for hours used over the agreed amount.
  • After completing the updates, you can cancel the pricing changes or save them as needed.

Step 9: Review and Complete the Quote

  • Return to the Maintenance Contract Quote page to review the details.
  • When everything is correct:
  • Click the Release option to finalize the quote.

NOTE A report layout will need to be created and assigned to Document Distribution to allow for printing or emailing of a quote to a customer.

You’re all set! You have successfully created and submitted a new maintenance contract quote. If you encounter any issues, please reach out to your administrator for assistance.

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