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<ManualTopic ID="/baanerp/ff/service/service_ff_ctm" xml:lang="en">
   <Header>
      <Title> Contract Management</Title>
      <Keyword type="header" order="d1e440177">
         <Level1>Functions and features</Level1>
         <Level2>Contract Management</Level2>
      </Keyword>
      <Keyword type="header" order="d1e440183">
         <Level1>Contract Management</Level1>
         <Level2>functions and features</Level2>
      </Keyword>
   </Header>
   <ConceptSection>
      <Paragraph>
         <Link href="/baanerp/ts/glossary/glossary#ServicContra_ts" role="glossary">Service contracts</Link> are important because they describe
		the obligations between the service supplier and the external customer. Service
		contracts make service business more predictable with steady revenue streams.
		However, the contracts must be handled properly. You can use item price lists
		to create a quotation for a customer. You can select and customize a <Link href="/baanerp/ts/glossary/glossary#ContraTempla_ts" role="glossary">contract template</Link>. You can define contract terms and
		conditions such as pricing method, and expiry date for specific business
		requirements. The contract can be invoiced by installments.</Paragraph>
   </ConceptSection>
   <GeneralSection>
      <List>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000013" role="manual">Warranties</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>
               <Link href="/baanerp/ts/glossary/glossary#Warranty_ts" role="glossary">Warranties</Link> are agreements out of product assurances made
			 with the sale of various products. The assurance is offered in terms of
			 providing free or discounted service for particular lock-in periods, then
			 providing free or discounted services for problems that might occur. Warranty
			 details consist of the duration, effectivity period, and the type of warranty.
			 A <Link href="/baanerp/ts/glossary/glossary#Warranty_ts" role="glossary">warranty</Link> can be offered as an Owner/Manufacturer type,
			 Supplier type, or Non-Specific type. A number of <Link href="/baanerp/ts/glossary/glossary#CoveraTerms_ts" role="glossary">coverage terms</Link> to be covered by the warranty can be
			 defined on each warranty definition.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000094" role="manual">Contract quotations</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>Through this business
			 asset, you can define and manage quotations for <Link href="/baanerp/ts/glossary/glossary#ServicContra_ts" role="glossary">service contracts</Link>. Successful quotations result in a
			 service contract; unsuccessful quotations can be canceled. Both types can be
			 posted to contract history.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000095" role="manual">Service contracts</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>A sales agreement
			 between a service organization and a customer for a specific period, that
			 states the configurations ( <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">installation groups</Link> or <Link href="/baanerp/ts/glossary/glossary#Objects_ts" role="glossary">serialized item</Link>) to be maintained, the coverage terms,
			 and the agreed price.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000337" role="manual">Service-contract price simulation</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>ERP Enterprise provides various views of the
			 information to enable you to control and review the costs associated with the
			 contract terms and conditions.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000328" role="manual">To use installment templates</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>A template specifying an invoice method, the interval
			 between two installments, the installment variant and the method in which the
			 number of financial periods of an installment should be specified. The template
			 can be used in contract quotations and service contracts.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000329" role="manual">To use service-contract templates</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>These templates are generic contract templates and can be
			 made specific to the item with a definition of price per period. These
			 templates are not specific to customers, and do not have specific configuration
			 lines because the templates themselves are specific to items. However, contract
			 templates provide an easy, predefined way to copy terms and agreements into
			 contracts. You can define coverage terms and cost terms within each template,
			 and you can copy these coverage and cost terms into the respective contract
			 configuration line. You can set effectivity for templates so you can always use
			 templates in practice.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000129" role="manual">Coverage terms - phased vs. non-phased</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>A coverage term stores agreements on the duration, the cost
			 covering method and the costs of these agreements. This can be created for (a
			 combination of) a <Link href="/baanerp/ts/glossary/glossary#ServicContra_ts" role="glossary">service contract</Link> (quotation), I <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">installation group</Link>, <Link href="/baanerp/ts/glossary/glossary#000390" role="glossary">coverage type</Link>, <Link href="/baanerp/ts/glossary/glossary#000070" role="glossary">term type</Link>, or sequence number. The cost amounts and sales amounts of the term
			 are also stored. The defined <Link href="/baanerp/ts/glossary/glossary#CoveraTerms_ts" role="glossary">coverage terms</Link> are valid for the entire duration of the
			 service contract. It is also possible to phase these terms, depending on time
			 or on the value of the main counter of a counter model. The coverage terms can
			 be further specified in the so-called cost terms.</Paragraph>
         </ListItem>
         <ListItemHead>
            <Link href="/baanerp/ts/onlinemanual/000057" role="manual">To use terms in contract management</Link>
         </ListItemHead>
         <ListItem>
            <Paragraph>Terms contain the details of the agreements between the
			 business partners You can define terms and conditions for the following:</Paragraph>
            <List>
               <ListItem>A service-contract template</ListItem>
               <ListItem>A service-contract quotation</ListItem>
               <ListItem>A service contract</ListItem>
               <ListItem>A service-order quotation</ListItem>
               <ListItem>A warranty</ListItem>
            </List>
         </ListItem>
      </List>
   </GeneralSection>
</ManualTopic>