Add or edit a contract line

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Adding contract lines Line items in contracts that describe the service support to be provided. A contract line often includes pricing information and how support will be allotted. to a contract An agreement to provide support during specified coverage dates or for a specified number of cases or length of time.When customers contact customer service, the level of support they receive is determined by their contract. is the second step in creating and invoicing Recording that an order has been billed or recording a sale to an account, including details about the products or services purchased. a contract. Contract lines also include specific dates, the product covered, and how many cases or total minutes of allotted support are provided, for example, 15 cases or 100 minutes. You can define several contract lines for each contract, for example, one for parts and another for maintenance. The contract line also tracks the amount of the allotment that has been used.

1. In the Navigation Pane, click Service, and then click Contracts.
2. In the contract list, open the service contract to which you want to add a contract line.
3. Under Details, click Contract Lines.
4. On the Actions toolbar, click New Contract Line.
5. On the General tab, you must enter information in the following fields:
   • Title

     This information should be a descriptive of the contents of the contract line. For example, if this line is for a specific product, include the name in the title.

   • Start Date
   • End Date
   • The Start Date and End Date for the line are completed automatically by Microsoft Dynamics CRM Online based on the contract dates; however, you can change the dates as needed.
   • To locate and select a product, click the box. You can click the Lookup button to search for other records.
   • To enter a unit, quanity, or location, click the correct box and either locate and select the information or enter it. You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click the Lookup button to search for other records.
   • In the Allotment Details area, in the Total Cases/Minutes box, type the total case or minute allotment.

     The contract template determines the type of allotment (cases or minutes). As cases are opened against this contract, the allotments used are displayed in the Allotments Used box.

   • In the Pricing area, enter pricing information. Do not type a currency symbol or decimal.
   • Total Price

     You must enter the total price for this contract line.

   • If you enter a discount, the amount must either be less than the total price, or less than 100%.
6. On the Administration tab, you can change the customer and enter the serial number of a product. Microsoft Dynamics CRM Online automatically fills in the Customer box based on the contract's customer. However, you can change it if needed.
7. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
8. Click Save or Save and Close.

Notes

• If cases have been opened against this contract, Microsoft Dynamics CRM Online tracks how much of the allotted support has been used in the Allotment Details area. You can change the Total Cases/Minutes to increase or decrease the allotment.
• You can cancel a contract line only when it is set to Active A record that is available for updating.. When the contract is set to draft An incomplete record that is saved., you must delete contract lines. After a contract line is closed, cases cannot be opened against the contract. The advantage of canceling a contract line instead of deleting it is that if you renew this contract or create a new contract based on this contract, you can reuse the contract lines. On the Actions menu, click Cancel Contract Line.

In the Cancel Contract dialog box, in the Cancellation Date box, enter the date you want to cancel the contract line, and then click OK.