Deleting equipment from Service contract

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.

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?

@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?

jo70 wrote:

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?

 

 

We have had success with this option.  For anyone else with this issue, untick ‘Automatically activate upcoming period’ this means when you invoice for one period the next one does not automatically activate so you can make changes until you manually ‘Activate’ the period.  One word of warning this means you have to ‘Activate’ every period before invoicing regardless of if you want to make changes or not.

On the Service contract screen go to the ‘Services per period’ tab and click on ‘Activate Period’

if anyone is interested in voting on this ‘Idea’ request:

Thank you!