Client Management How to Create a New Customer System Setup System Setup Details

Creating a New Customer (continued)

System Setup (continued)

Contract Information

Contract Form – This field identifies the type of Contract the Customer has signed.  The User will make a selection from the drop-down list by pressing the arrow to the right of the field.  If the Customer has not signed a contract, no selection is required for this field.  This field is optional, but recommended.

Contract Number – This may be a number that is pre-printed on the physical contract document or a contract form/revision number.  This field is for informational purposes only.  This field is optional.

Contract Date – This is the start date of the contractual agreement between your company and the Customer for the installed System.  The Contract Date is used in conjunction with the Contract Months and Renewal Months in the Customer Cancellation Queue to calculate the balance of contract if the customer terminates prior to the end of their contract.  This field is optional, but recommended.

Contract Months – If a Contract Date was selected in the previous field, the Contract Months is required.  This is the initial term of the contract in months.  The maximum allowable number of months is 120 (10 years).  The Contract Months is used in conjunction with the Contract Date and Renewal Months in the Customer Cancellation Queue to calculate the balance of contract if the customer terminates prior to the end of their contract.

Renewal Months – The Renewal Months is used in conjunction with the Contract Date and the Contract Months in the Customer Cancellation Queue to calculate the balance of contract if the customer terminates prior to the end of their contract.

OK to Rate Increase After – This date is used by the Company Rate Change program which is used to increase customer recurring lines based on criteria entered by your company.  The customers Recurring Lines will not be available to increase until the date entered into this field.  For example if the date entered into this field is 6/3/09 and the effective date of the Rate Increase batch is 6/1/09, any Recurring Lines linked to this Site would not be eligible for an increase.  There is also a Bypass RMR Increase date available at the recurring line level.  Manual Recurring Line increases may be performed on individual Recurring Lines.  The OK to Rate Increase After date has no impact on a manual rate increase on a Recurring Line.  This field is optional, but recommended.

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