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Maintenance Contracts

 
Use PMWeb Maintenance Contracts to define maintenance agreements with vendors and/or clients and generate an unlimited number of Work Orders linked to them.
 
Maintenance Contracts
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

HEADER TOOLBAR

3. HEADER TOOLBAR
4

RECORD TABS

4. RECORD TABS
5

HEADER

5. HEADER
 
  • ID Field - Required. An alphanumeric ID for the record.
  • Bill to Field - Required. Click to open a dropdown list of companies and contacts. You can select either a company or a contact.
  • Bill to Address Field - Type a bill to address in this field.
  • Contact Field - Click to open a dropdown list of companies and contacts. You can select either a company or a contact.
  • Overview Field - Notes (Memo) Field
  • Start and End Fields - Date Field
  • Value Field - A currency field
  • Linked Work Orders Section - This table displays all of the Work Orders linked to the maintenance contract. Work orders can be linked by:
Clicking the Add button in the toolbar of this section. This opens a new work order that is automatically linked to the maintenance contract
Using the Maintenance Contract field in the Work Orders Header Fields to select a maintenance contract to link to
 
Click the hyperlink in the WO ID column to navigate to the work order record.