Contract Management Advanced
User Group: La Crosse Nextgen™
Program Dates: 02/15/06 - 02/17/06
Program Hours: 9:00 a.m.—5:00 p.m.
Location: La Crosse Management Systems, La Crosse, WI
This seminar is designed to show you advanced concepts of contract management and how to increase profitability for your business with contracts.
In this seminar, you will learn...
How contracts work with the overall Nextgen system workflow
Review of core concepts as they relate to contracts, such as customers, vendors, items, and serial records
The 5 levels of contracts and how each level works
The importance of group billing and batch billing
How to set up and use rental contracts
System manager utilities that allow you to correct due dates, renewal dates, and start dates
And much more!
Nextgen system workflow
Learn how maintenance billing of contract invoices fits into the Nextgen workflow, and how it affects AR, inventory, and GL
Review core system tables and records
Review the setup of item and item warehouse records as they relate to contracts
Review the setup of customer and vendor records as they relate to contracts
Learn more about serial records and associated tables, such as meter readings, leases, and accessories
The 5 levels of contracts
Review setup and operation of contract header, contract line items details, contract line item charges, contract line item charge breaks, and contract line item charge break sales analysis records
Group billing and batch billing
Set batch bills to be allowed in the contract header Base and Meter tab section
Learn how to set the batch bill type and master line item id in the contract line item record
Learn how to set the group bill type and group bill id in the contract header Billing tab section
System Manager Utilities
Learn how to correct due dates, renewal dates, and start dates
Void contract invoices by range
Modify the 'On contract' indicator in serial records
Delete the contract billing temp table
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$795.00 per attendee plus 5.5% Wisconsin sales tax
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