Tracking the Contract Status

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An Active Contract can exceed the Contract terms, depending on the Contract type. Each Contract type has its own limitations and once the Charges or Tickets added to the Contract exceeds the limit, the system warns the user before adding any more Charges/Tickets.

 

The Contract Type is set when you create a new Contract, and the system automatically tracks the status of contracts according to their type:

 

1.Global - The Global Contract allows the use of an unlimited number of Charges of any type. The only limitation for Global Contracts is the contract end date. A typical usage for this type would be a phone service contract which is valid for one year.
2.Block of Time - Block of Time Contracts are suitable for Accounts entitled to a limited and predefined block of service time. Each Charge added to this Contract will decrease the time remaining for this Account.
3.Block of Tickets - Block of Tickets Contracts are suitable for Accounts entitled to a limited and predefined block of service Tickets. Each Ticket added to this Contract will subtract one Ticket from the original block of Tickets.
4.Block of Money - Block of Money Contracts are suitable for Accounts entitled to a limited and predefined sum of Money. Each Charge added to this Contract will be deducted from the original sum of money.

 

 

Certain charges will automatically be deducted from the contract, such as the addition of a new Charge to a Block of Time Contract, which will reduce the remaining time in the Contract. This also applies to money in a Block of Money contract, and so on.

 

When you create a Ticket under an active Contract, the system will warn you if the contract terms are out of date, for example, if the Block of Time allocated has already been used or if the end date has passed.

 

You can see the current status of the Contract in the Contract General tab, near the Status field (for example "Used 3 of 12 Hours"). In case the Contract has exceeded its terms, the status will appear in red (for example "Used 13 of 12 Hours").