Contract Management
User Group: The La Crosse System™
Program Dates: 06/19/07—06/22/07
Location: La Crosse Management Systems, La Crosse, WI
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Day 1
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9:00 a.m.—5:00 p.m.
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Core record setup, and file maintenance
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Day 2
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9:00 a.m.—5:00 p.m.
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Daily activities
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Day 3
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9:00 a.m.—5:00 p.m.
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Contract billing, meter collection, reporting, and system manager utilities
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Day 4
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9:00 a.m.—12:00 p.m.
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Review, followup, and questions
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This session is designed to show you the proper setup and procedures to manage contracts in The La Crosse System.
In this seminar, you will learn...
How to set up and use global files for branches, billing, inventory, settlement terms, coupons, contracts, commitment, and service
Key files for service plans, product classes, general ledger accounts, item types, customers, items, and item warehouses
Key components for correcting service call meter readings, contract freight, cost per copy calculations, batch billing, group billing, billing methods, and increasing contract rates
Key procedures and reports for finding important contract information
And much more!
Setting up global files
Learn how to configure global files to set defaults for contract management, such as rental, maintenance, and lease item types, and contract invoice printing options
Set options for increasing contract rates and calculating contract freight
Set defaults for number of days for service meters and number of months for meter estimating
Key files for contract management
Learn about service plans, product classes, and branches as they relate to contracts
Learn how to set up customers, items, item warehouses, model association, and serial numbers for contracts
How contracts relate to service calls, contract history, sales history, and labor history
Key components for working in contracts and making corrections
Learn about contract cancellation and contract reactivation
Know the importance of contract billing methods, contract rate increases and decreases, batch billing, group billing, and cost per copy calculations
Key procedures and reports
Run useful reports for contract due dates, expiration dates, profit and loss, bad meters, and cost per copy
Learn how to change contract types, and do contract file maintenance
Perform index rebuilds for contract related data files
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Full session: $895
(plus 5.5% Wisconsin sales tax if applicable)
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