Microsoft Dynamics® CRM Training
Adding a Contract Line
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Adding a Contract Line
This video follows the "Creating a Contract" video and uses a Contract called "Sample Customer Service for Elemental Goods" created in that video.
Every Contract needs at least one Contract Line that describes how much support the customer is entitled to receive during a certain period of time, and what the price of that support is. In this tutorial, we'll add a Contract Line to an existing Contract.
This task requires a Security Role of Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer, or equivalent privileges in CRM Online.
We begin by navigating to Service > Contracts.
Open the Contract called "Sample Customer Service for Elemental Goods", which we created in the "Creating a Contract" video.
Once the Contract form opens, navigate to Common > Contract Lines.
In the ribbon, click Add New Contract Line.
The Contract Line form opens with the temporary title of New.
In the General section, let's give it a Title of "600 minutes of support".
For the purposes of this tutorial, we'll leave the Product, Unit, Quantity, and Location fields blank.
The Start Date and End Date fields default to the same dates as the Contract. We could change them, as long as the time range we chose didn't fall outside the dates of the Contract, but we won't.
In the Allotment Details section, the meaning of the Total Cases/Minutes field depends on the Allotment Type of the Contract, which is "Time" in this case, so the field represents minutes. Let's enter the maximum number of minutes of support time the customer is entitled to use during the duration of this Contract Line. We'll type "600", which is the same as ten hours.
The Allotments Used and Allotments Remaining fields are not editable and will be updated automatically as Cases related to this Contract Line are added to the database when the Customer receives support.
In the Pricing section, in the Total Price field, we'll enter the cost to the Customer for this Contract Line. Let's say we charge $100.00 per hour to provide support, so we'll type "1,000.00" in the field for the 10 hours we specified earlier.
We've now filled out all the necessary information for this Contract Line, so we'll click Save & Close, thus closing the form.
Navigate back to the General section of the Contract form. The Total Price and Net Price fields still say "$0.00" because we left the window open. Instead of closing and reopening the Contract, as a short cut, let's click Recalculate in the ribbon, and CRM Online recalculates both fields to "$1,000.00".
One last thing to note, notice that the Status of this Contract is "Draft". Now that we've added a Contract Line, we can invoice the Contract. Click Invoice Contract in the ribbon.
Once the Status of a Contract is changed to "Invoiced", it cannot be deleted, nor can any Contract information be changed. You can however add and cancel Contract Lines.
Upon the arrival of the Contract Start Date, the Status changes to "Active".
That's how we add a Contract Line to a Contract in CRM Online.
Thanks for watching.