10.5 Services Contract
In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to a customer, which tracks the provision of the service during the time provided for by the contract.
For example, if you sell a 20-hour service package valid for 1 year, here you can create a package dedicated to the specific client by entering dates and total number of hours, and track the hours through linked tickets.
|
Field |
Description |
Insertion Criterion |
|
Due date |
End date of contract service |
When the status is set on Complete, or when the units used reach or exceed the total units |
|
Planned Duration |
Period in days in which the service is planned |
When saving the record |
|
Current Duration |
Actual period used (in days) |
When saving the record or when the unit used is updated |
|
Progress |
Percentage progress of the service |
When saving the record or when the unit used is updated |
|
Related to |
Connection to company or contact |
Upon creation, manual if you create from scratch, auto-completed if you generate the service from a connected module. Priority is given to Accounts |
|
Tracking unit |
Calculated on the basis of the units used |
When the contract service is added from invoice, quote, |
|
Total Units |
Number of units provided for in the contract |
Automatically reports the value of the No. of units field of the connected service |
|
Used Unit |
Number of units used so far |
Scaled from the related tickets according to the time used on each ticket in closed state |
|
Residual Units |
Difference between total units and used units |
Self-generated |
