I will point you towards the topics http://forum.ayanova.com/Topic481-91-1.aspx and http://forum.ayanova.com/Topic177-91-1.aspx for previous posted information regarding contracts, banked service, and custom fields. Do review these as they may be more what you wish to do. If you have additoinal questions once reviewing these and other posts, do let us know.
lesmarI cannot seem to locate either in the Trial version of AY3 or in the Users Manual the steps required to set an expiry date for either a Contract or Preventative Maintenance program that is attached/linked to a “Unit”.
A contract can not be set within a unit’s entry screen - a contract can not be linked to a unit. A contract is linked to the client that owns the unit, but is not available for linking to the unit itself.
A contract can be selected in a client’s entry screen (as well as within a head office’s entry screen).
A contract’s expiry date is set within the client’s entry screen itself. In the client entry screen, select the contract, and select the expiry date for that client.
With a preventive maintenance order, you can set a Stop Generating Date within the preventive maintenance entry screen itself.
lesmarIf a custom field in the Contract section can be defined as a date field how can it then be linked to a “Unit” so the expiry of the contract can be tracked and either viewed or printed in a “Monthly Expiry Report” to prompt a sales call to sell a renewal contract?)
A custom field in one object can not be linked to another completely different object. Custom fields in a object would only be linked to that object. Custom fields created in the Contract entry screen would only be linked to that contract itself.
lesmar( The Contract Expiry located in the Client section does not seem to accomodate multiple Contract Expiry dates as was the case in AY1.9
AyaNova CE 220.127.116.11 did not have multiple expiry dates for contracts. Contracts in AyaNova CE 18.104.22.168 were very limited and only displayed the contract name. Contracts in AyaNova CE did not have an ability to denote discounts on parts, or specific rates for the client from within a service workorder.