Clicking on Start > Finance > Customer Contracts displays the Customer Contracts Landing Page .
The Customer Transactions Landing Pages displays a choice of ...
Customise your view of the Contracts Line Items grid in a Case so as to see easily the Start and End Dates and Status of individual Line Items.
Contracts can be used in conjunction with Cases making it easy to check that a Contract is valid, i.e., has a status of Active and thus is eligible for Customer Support. If a Support Case is relevant to one or more specific Line Items this can be recorded and reported on.
A Contract and one or more of its Line Items can be associated with many Cases and a Case can be associated with one or more Line Items on a specific Contract but can only be associated with one Contract.
You can associate a Contract with a Case by:
NOTE: If you've created a 'searchable' custom field for Contract Line Items to record information such as a serial number, licence number, etc, you can find the relevant Contract easily by typing that number into the Search box.
Once you've associated a Contract with a Case, you can see (in read-only mode) the Contract Start and End Dates, its Status, Type and Reference number. You will also see a grid showing any Line Items on the Contract.
You can use the checkbox next to the relevant Line Item to associate the Case with one or more specific Line Items.