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      2. Gensolve Enterprise Manager
      3. Contract

      Custom Contract Billing Controls

      Reason

      It is now possible to place a default maximum billing amount per Contract in the Contract Type Details area.

      You can also now restrict or warn the user when a specific number of Contract Charges is reached or the Quantity per service is exceeded within a Contract.

      Solution

      To apply a default maximum Charge Amount based on the Contract Type

      1. Go to Contracts >> Contract Type  >> Get Data >> click  against the Contract Type you wish to apply the default Maximum Charge to.
      2. Navigate to the Contract Charges tab.
      3. Enter the Maximum Default Charge Amount per Contract amount. Note: An amount of $0 applies no maximum.
      4. To make this maximum a warning only, tick Warn Only? (Warn Only?, will allow the user to continue/save Contract Appointments despite the maximum being reached after being notified with a pop up.)
      5. Click Save
      6. When creating a Contract using the Contract Type that has the Max value set, the user will be asked if they wish to apply the default restriction limit to the Contract being created against the client. Click Yes to apply the limit.
      7. When entering contract charges against Contract Appointments, if the total value charged against the contract exceeds the limit as set above, the user will be advised and cannot save the appointment.  
      8. If set as a Warning Only, the user will receive the below notice, but can save the Contract Appointment.

       

      To set the Maximum Occurrences and (or) Maximum Qty per use of a specific Contract Charge per Contract Type.

      1. Go to Contracts >> Contract Type  >> Get Data >> click  against the relevant Contract Type
      2. Navigate to Contract Charge Details >> click  against the Contract Charge you wish to apply maximums.
      3. Enter the Max Occurrences per Contract the charge can be used. Tick Warn Only? if you wish this to be a warning limit only.

      4. Enter the Max Quantity per Use based on the Contract Charges Rate Type e.g 120 minutes. Warn Only? if you wish this to be a warning limit only.

      5. Click Okay and Save

      6. When a Contract Appointment service charge, exceeds the Max Occurrences per Contract or the Max Quantity per Use, the user will be notified.  If the Max charge fields are set as warning Only, the user will be notified, but can continue/save.