You can open the Service Level Agreement form from Sales menu > Service Level Agreement. This can also be accessed from Tools menu of Order or Invoice form. This form allows you to create and add new contract for an item with SLA setup.
1.The Contract ID is the Service Level Agreement transaction ID.
2.The Customer ID is the customer ID to whom the contract is for.
3.The Source Transaction is the transaction ID where the SLA contract originated.
4.The Status field is used to set the current status of the contract. It can be set as:
•Active – The contract is still active. One or more of the details has a non-zero remaining days. This is the default value.
•Expired – All the details of the contract are expired or manually tagged as expired.
•Close – The contract is manually closed by the user. You can also use this status to avoid it from displaying in the dashboard.
5.The Notes is where the user can input any additional information about the transaction.
6.Select is a checkbox that allows the user to select a contract detail.
7.The Item/Service will display the item/service associated to the SLA.
8.The Invoice Link is the sales Invoice associated to the contract detail.
9.The Start Date by default is equal to the sales Order Date. If the SLA is created from the Invoice and it does not reference to a sales Order, the Start Date will default to the Invoice Date.
10.The End Date will be computed after the Start Date is specified.
11.The Days Remaining is the remaining days before the warranty expires.
12.The Contract Price is the cost for the warranty and service. The default amount is the contract price on Inventory form’s Setup tab. This field can be edited.
13.The Qty field will show the same quantity entered in Order/ Invoice.
14.The Total field is a computed value which display the total price of a specific contract.
•The New button will open a new Service Level Agreement record. This button is visible only when this form is opened from Sales > Service Level Agreement menu.
•The Save button will save the changes made on this form.
•The Find button will open the Find Service Level Agreement form. This button is visible only when this form is opened from Sales > Service Level Agreement menu.
•The Delete button will delete the selected contract on grid area. When all contracts on the grid area are selected and you clicked the Delete button, it will delete the SLA record. Note that only the contract with blank Invoice Link can be deleted. You can only delete the SLA when all the invoices of the detail items are deleted.
•The Duplicate button is used to duplicate a contract that needs to be renewed. The start date of the duplicate contract will start where the other one left off, though the user can still change the start date when needed. Note that like Create Invoice button, the system will only duplicate the contract that is selected on the grid area. Thus, if one contract detail is selected and the Duplicate button is clicked, it will create one duplicate SLA record for the selected contract. If multiple contract details are selected, it will create one SLA record for all of the selected contracts.
•The Select All button will check all contract details on the grid area.
•The Clear All button will uncheck all contract details on the grid area.
•The Create Invoice button creates the invoice for the selected contracts on grid area. If one contract is selected, it will create one Invoice for the contract. If multiple contracts are selected, it will still create one Invoice for all the selected detail items. The Invoice Link field will be filled in with the invoice transaction number.
•The Synchronize button will allow the user to synchronize the data between SLA and Order/ Invoice. The system will only synchronize details that does not have an Invoice Link.
•The Add Contracts button allows the user to add a new contract on the current transaction. This button will open the Add Contract form. The grid area will display all items that support the contract shown on Contract Name field. For example using below screenshot, only the items with 1 Month contract will be displayed on the grid.
•The Close button will close the form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.