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Deleting equipment from Service contract

  • 1 June 2023
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We have a couple of End Period plus service contracts that we have been billing for nearly a year now. 

We now need to know how do we remove a piece of equipment from the service contract, but leave all others? 

 

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Best answer by Anacarina Calvo 2 June 2023, 15:09

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Hi @steph23 
Could you explain where have you configured the equipment items on the service contract? 

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Hi @steph23 
Could you explain where have you configured the equipment items on the service contract? 

I am very new to service contracts so not sure what you are asking?  If it helps we aren’t using it to create the service orders/appointments for work, we are simply using it to charge the customer each month a set amount. 

We got very confused on how to do the service contracts so we did the basic to charge the customer.  We manually create a service order/appointment whenever we do any work on the equipment listed on the service contract.

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@steph23 On the Service contract, on the Services per period tab, you can use the Actions dropdown field and select option Modify Upcoming Billing Period, then you can change the lines by for example, deleting or adding lines or clearing the Target equipment ID column. After doing the change, the upcoming periods and invoices will be based on the changes. 

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@steph23 On the Service contract, on the Services per period tab, you can use the Actions dropdown field and select option Modify Upcoming Billing Period, then you can change the lines by for example, deleting or adding lines or clearing the Target equipment ID column. After doing the change, the upcoming periods and invoices will be based on the changes. 

Thank you, that works, although one thing, it won’t let us change it for the next period.  Eg

Our last bill is for 06/01/2023 - 06/30/2023

We have not billed for July yet.

When I click on ‘Modify Upcoming Billing Period’  It changes to Billing Period of ‘08/01/2023-08/31/2023’.  Why does it not let us change for the July Billing period?

 

 

 

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@steph23 
For Service contracts of Billing type End Period Plus, after a period is activated it cannot be modified. You can see the active period when selecting Search by Billing Period on the Actions dropdown, and using the Billing Period lookup 
 

 

To add to this discussion, anyone know if this setting in the Equipment Preferences can help with being able to edit the Active period or at least not activate it yet, once it starts billing processing.

I am not sure what this setting does. If anyone can share with me?

 

 

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