Step #5 - Configure your Contracts

To configure a fixed exchange rate for a customer or supplier contract, follow these steps:

1. Create or edit a customer/supplier contract;
2. Select the “Fixed Exchange Rate” option in the “General” tab.

To associate a specialty or skill to a warranty, customer or supplier contract, follow these steps:

1. Create the warranty/customer/supplier contract, and add the specialty and/or skill on the “Services” tab.

Rules to take into account when selecting a specialty and/or skill:

1. It is not possible to select a skill without selecting a specialty;
2. You can only select skills previously associated with the specialty;
3. It is not possible to have two rows with the same specialty or specialty-skill pair in the same contract.

To configure stock management for a customer and supplier contract, follow these steps:

1. Create or edit a customer/supplier contract;
2. On the “General” tab, select the “Stock Management” option.

This service performs all the necessary processings to send the notifications set in the contracts when the corresponding date is reached.

The service is run daily at the set time:

• In the cloud environment it runs after 4:00 AM;
• In the on-premises environment, by default, it runs after 4:00 AM, but a different time can be configured.

The execution time depends on the time zone set in the contracts setup. For example, if the default time zone set is “(UTC-04:00) Atlantic Time (Canada)”, the service will be run after the local time’s 4:00, which corresponds to 8:00 UTC (+00:00).

In the contracts setup you can check the date for the next execution and the state of the last execution, including error messages. It is also possible to inactivate the service and set a notification to be sent when a contracts notifications processing error occurs.

The following table describes the notifications sent for each type of contract:

You can request the processing of notifications manually by using the “Run now | Notifications” option in Contracts Setup.