Process Overview : Depleting Contracts

 

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Purpose

 

A Depleting Contract is where a tangible unit is sold in advance, such as labour, and depleted as it is utilised.
 

 

Activities

 

Click to expand/collapse sectionInstructions
Click on a Overview icon  (eg. flow_processing activities (brown)_sml) to open the Overviews and Coaching .

 

flow_setup activities (Brown)

flow_processing activities (brown)

flow_reporting activities (brown)

 

 

Advanced User Information

 

Please see instructions on the Service Call Manager (Service Management module) for detailed instructions on entering a call.

 

ICE V2.25 Update
Print Delivery Options Extended
Depleting contract statements can now be emailed (or exported to PDF) to the customer.
Before statements can be emailed, you need to set up the Depleting Contract email template in:
Admin >> Setup >> General >> Email Set Up.
In addition to the statements, the Payments and Usage Reports from Admin >> Equipment >> Depleting Contracts
can be emailed (or exported) and require the General email template to be set up correctly.
If the Email option is greyed out – one of the things that should be checked is the email address in:
Admin >> Set Up >> Accounting >> Company
 
Email Setup Slideshow

 



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