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Service Contract - empty tab?


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Hi.

I have active contract (sc. below) but 2 tabs are empty, why?

 

Best answer by Thilini Kumarasinghe

Hi,

Please check below screen prints.

 (if the record is not available, you can add it in Output types).

 

Best Regards,

Thilini

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13 replies

Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi,

Can you please check the following?

 

  1. Have you added at least 1 service line with Invoice type = Invoice plan ? (including a sales part with a price)

 

  1. Have you tried the option “Generate Invoice lines for preview”.

 

Best Regards,

Thilini


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 17 replies
  • March 19, 2024
I can’t choose “Sales Part”, specific settings for this part?

Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Yes, it should be a Non-inventory sales part.

 


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 17 replies
  • March 19, 2024
where should i write this number?

 


Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi,

Please check below screen prints.

 (if the record is not available, you can add it in Output types).

 

Best Regards,

Thilini


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 17 replies
  • March 20, 2024
Thank you for all the tips. 😘

Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

You are most welcome 🙂


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 17 replies
  • March 20, 2024
I have made new contracts with the client from this panel, but I cannot connect them?

 


Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi Robert,

May I know whether you have created the agreements in Customer Agreement window ?

Please check whether it’s the same customer, currency, validity period, valid sites and whether the agreement is active.

 

 

If the above conditions are met, the agreement will be displayed in the list of values.

 

Best Regards,

Thilini


Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

Hi Robert,

And may I suggest to create a new post, if the originally reported issue is solved 🙂

Best Regards,

Thilini


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 17 replies
  • March 20, 2024
I think I did it correctly, but I can't change the agreement status to active.

 


Thilini Kumarasinghe
Ultimate Hero (Employee)
Forum|alt.badge.img+21

My guess is, you might not have added any details in “Deals per part” or “Deals per sales group” tabs.

The data in these tabs are needed to decide on which sales parts, this agreement applies. Therefore at least fill one of the tabs or both.


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 17 replies
  • March 20, 2024

Thank you, I see the light in the tunnel 🤗


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