Item Machine Defaults Basic Procedures

Linking Models to Contract Types

You set up contract types in the Contract Types Types tab. After you do, you can link the contract types to your serialized items (models). You do this by assigning the contract type to your models in the Item Machine Defaults window. You can link each model to as many as 10 different contract types.

Linking helps you choose a contract type. You might set up three contract types for a copier, for example: one to use when you sell the copier, one for rentals, and one for demos. Linking items to contract types allows you to select available contract types for an item when selling a service contract. The system can display all the contract types that are linked to that model. It also gives you the option to sell a service contract when you sell a machine. For more information concerning contract types and consumables, see Item Machines Concepts.

1. Double-click . The Item window opens, displaying information for the last item selected.

2. Select the machine (model) to which to link contract types. If you need instructions, see Selecting an Item.

3. Click or type Ctrl + M.

4. If there are no records for this item, the There Are No Machine Records for this Item message displays. Click Yes.

5. The Item Machine dialog box opens and the cursor moves to the Tech Qualification box. Enter the appropriate responses in the Tech Qualification through the Set Up Costs boxes. For a description of these boxes, see In the Item Machine Defaults General Tab.

6. In the Contract Defaults Type box, you can link the item (model) to a contract type. Enter a valid contract type in the Type box.

7. In the R box, specify whether this contract type can be used as a rental, demo, or loaner contract for this item, or whether the contract is only for use when the customer owns the item. You can link this item to a maximum of 10 different contract types.

8. When you finish specifying contract type information, click the Consumables tab. Most machines have parts that need to be replaced at specific intervals. You can use this tab to create a list of replacement parts for each item a technician might need when servicing a machine. When you log calls for the machine, you can also view the list to determine if it is time for the part to be replaced. For more information, see Understanding Consumables.

9. In the Replacement Notice: Days Before box, you can enter the number of days for the system to prompt you that a critical part for this machine needs to be replaced. For example, for as much as 15 days advance notice, you would enter 15. Each time you log a call for the machine, the system checks to see if the system date is within 15 of the projected next replacement date. If the date is within the 15 days, the system prompts you that the part needs replaced.

10. You can use the Item Number through % boxes to add a list of critical part items for this machine. Click each box and enter the appropriate information. If you cannot recall the item number, click to open the Item Query dialog box. For more information concerning these boxes, see In the Item Machine Defaults Consumables Tab. You can enter up to 12 consumables for each machine.

11. When you finish linking contract types and entering consumables for this machine, click .

12. When the cursor returns to the Item window, click to save your changes.