MoversSuite Administration > Accounting and Financial > Contract Master
Define contracts to provide discounts to company accounts using this setup. Users can define a bottom-line discount and/or associate a discount to Item Codes for each plan.
MoversSuite users can assign contracts through the Billing Information tab or have them automatically assigned to an order using Account Profiles.
Contracts added within MoversSuite Administration > Accounting and Financial > Contract Master are available as options within appropriate dropdown selectors. The Inactive option allows the ability to determine which contracts are available or which ones can be hidden in dropdowns. By default, the Inactive option is unchecked and the contract will show as an option. If the Inactive option is checked, the contract will be hidden from the dropdowns.
Figure 68: This shows the location of the Inactive option
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Technical Note |
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•If a record is marked as Inactive and there are commission or revenue items in MoversSuite currently linked to that contract, the contract remains functional for those items so that any additional processing can occur. •If a contract is assigned to a Commission Plan detail record or to an Account Profile record in Administration, the contract cannot be set as Inactive. If you attempt to mark it Inactive, an error will occur. The error will indicate the location of the error. The error can be resolved by removing the association: then you may proceed with marking the contract as Inactive. |
There is also the option to permanently delete the contract with the Delete button.
Reference the data in the following table when managing setup records.
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Field |
Description |
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Contract Master |
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Description |
Enter the name of this contract record (up to 30 characters). |
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Contract |
Enter the name of the contract (up to 10 characters) assignable to an order through Billing Information and through Account Profiles.
Note: Both the Description and Contract appear in the drop-down menu when setting the Contract field in MoversSuite.
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Inactive |
By default, the option is not checked and the contract will appear in selectable dropdowns where appropriate. If it is checked, the contract will not be an option in dropdown selectors.
In Moversuite, the dropdown selector locations are: •Order Information > Billing Information tab •Revenue Entry > Order Information tab.
In Administration, the dropdown selector locations are: •Customer Service > Account Profile > Choose Account > Order Defaults tab •Accounting and Financial Services > Commission Plan > Choose Plan > Commission Plan Detail. |
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Contract for local services only |
Set this flag to indicate that the contract pertains to only local service transactions. See Local Services for related information. |
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Cage Code |
NOT IN USE |
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Bill of Lading Discount |
The value set in this field discounts the rate applied to an item by the percentage specified (as NN.NN). |
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Contract Detail |
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Use this section to create the detail transaction line items for the contract. | |
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Description |
Enter a description for the line item of the contract (up to 30 characters). |
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Discount |
Enter a percentage (0 to 100 in decimal NNN.NN format) for the discount applied under this contract for the selected Item Code. |
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Item Code |
Select an item code from the list of those defined within Item Code Setup. MoversSuite will apply the Discount for all revenue linked to this item code for orders referencing this plan. |