Notes
Title
This information should be a descriptive of the contents of the contract line. For example, if this line is for a specific product, include the name in the title.
Start Date
End Date
The Start Date and End Date for the line are completed automatically by Microsoft
Dynamics CRM based on the contract dates; however, you can change the dates as needed.
To locate and select a product, click the box. You can click the Lookup button for other records.
to search
To enter a unit, quanity, or location, click the correct box and either locate and select the information or enter it. You can select a record from a filtered list in the Form Assistant pane, or you can click the Lookup button to search for other records.
In the Allotment Details area, in the Total Cases/Minutes box, type the total case or minute allotment.
The contract template determines the type of allotment (cases or minutes). As cases are opened against this contract, the allotments used are displayed in the Allotments Used box.
In the Pricing area, enter pricing information. Do not type a currency symbol or decimal.
Total Price
You must enter the total price for this contract line.
If you enter a discount, the amount must either be less than the total price, or less than
100%.
6. On the Administration tab, you can change the customer and enter the serial number of a product.
Microsoft Dynamics CRM automatically fills in the Customer box based on the contract's customer.
However, you can change it if needed.
7. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
8. Click Save or Save and Close.
If cases have been opened against this contract, Microsoft Dynamics CRM tracks how much of the allotted support has been used in the Allotment Details area. You can change the Total
Cases/Minutes to increase or decrease the allotment.
You can cancel a contract line only when it is set to Active. When the contract is set to draft, you must delete contract lines. After a contract line is closed, cases cannot be opened against the contract.
The advantage of canceling a contract line instead of deleting it is that if you renew this contract or create a new contract based on this contract, you can reuse the contract lines. On the Actions menu, click Cancel Contract Line.
In the Cancel Contract dialog box, in the Cancellation Date box, enter the date you want to cancel the contract line, and then click OK.
Supporting Customer Service with Microsoft Dynamics CRM
Microsoft Dynamics CRM includes a set of features that work together to help you track and record your customer service activities.
392 Microsoft Dynamics CRM 4.0 User’s Guide
