Spring 2008 ECi La Crosse Customer Conference
Session: Contract Management
User Group: La Crosse Nextgen
Program Date: Wednesday, April 16, 2008
Program Hours: 3:30—5:30 p.m.
Location: The Pearl Conference Center
This session is designed to show you the proper setup and procedures to manage contracts in Nextgen. You will learn about increasing contract rates, creating and effectively using contract templates, configuring billing option groups, and charging fuel surcharge/contract freight. Topics also include contract profit and loss, client profit and loss, stack ranking, the value of maintenance contracts, leasing downloads and uploads, daily/weekly/monthly contract management, meter reading entry in eNextgen, meter faxing, and meter emailing.
In this seminar, you will learn...
How to set up and use contract templates and contract billing option groups (CBOG)
How to increase contract rates automatically and update by dollar amount or percentage
Procedures on billing fuel surcharge and contract freight charges to increase revenue
The effectiveness of contract reports, such as contract profit and loss, client profit and loss, stack ranking, and value of maintenance contracts, and effective methods of contract management.
How to use leasing programs, e-commerce meter reading entry, meter faxing, and meter emailing
And much more!
Setting up billing option groups (CBOG) and contract templates
Learn how to set default values for billing type, revenue allocation, and invoicing options
Discover ways in which you can set default tax codes, meter reading sources, andinvoice printing options per sales analysis item
Set options for printing start meter, expiration meter, copies, and expiration copies on contract invoices
Learn how to set default values for contract billing method (friendly method), billing options group, and contract invoice printing preferences
Configure options for settlement terms, sales reps, default units, and regions
Set base and meter information, such as billing period, due dates, meter request format, and meter request date
Contract Freight/Fuel Surcharge and contract rate increase
Learn how to set the base or meters on your contracts to include a freight/fuel surcharge, either by dollar amount or percentage of revenue
Automatically include established freight charges when billing your contracts
Easily update contract freight charges for a number of contracts whenever you choose, based on a range of contract numbers, group bill ids, or Bill to customer entities
Set contract billing rates to increase by percentage of base rates only, meter charges only, or both
Learn how to automatically increase rates for a batch of contracts based on billing method, base due date, meter due date, and several other parameters
Using contract reports and other contract management features
Learn how to properly add or remove a machine from a contract
How to do base billing in advance
Learn the best way to deal with unfinished billing sessions
The importance of contract cancellation and reactivation
Learn about the power of using contract profit and loss, client profit and loss, stack ranking, and value of maintenance contract reports
Find out more about leasing download and upload programs for machines on contracts
Learn more about effective contract management on a daily, weekly, and monthy basis
Discover all the options available to you for automated meter reading entry through eNextgen (e-commerce), Meter Faxing, or Meter Emailing
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