How to Track expiry Dates for Concurrent Contracts For The Same Client


#1

Hi.

My Name is simon.

Our Company offers Engineering Services. we have currently installed Ayanova 7 as our service Management software. The Nature of our services is that we find one client (A) having more than one contract. e.g we sell 4 Equipments to client (A). Each equipment has its own contract hence having 4 contracts running concurrently for the same client with different expiry dates. The problem is how to track the expiry dates for each contract. since in Ayanova Contract expiry dates are set in the client screen and i find it illogical to create four clients for all the contracts and in real sense this contracts belong to the same client.

I will appreciate Quick response

Kind Regards

Simon.


#2

Hi Simon

As per my email I sent to you yesterday when you emailed this question, as you wrote and know, it is not possible to have more than one expiry date and one contract per “client”. I wanted to post here for any others that have a similar question too:

Bit of overview first, and then possible suggestion:

Within AyaNova you can localize any label to be called whatever works for you. I.e. what is presently labeled Clients, you could relabel Equipment, etc. See more about localization starting with http://www.ayanova.com/AyaNova7webHelp/localization.htm

A workorder is created for a specific Client (what is presently localized as “Client”) - see more about “Clients” starting with http://www.ayanova.com/AyaNova7webHelp/what_do_i_use_a_client_for.htm
A “Head Office” is used to group “Clients” together for reporting, filtering, etc. A head office can be identified in the “Client’s” entry screen. See more about “Head Office’s” starting with http://www.ayanova.com/AyaNova7webHelp/what_do_i_use_head_offices_for.htm

You could instead create a new locale for your AyaNova that localizes what is presently called “Client” and “Clients” to “Equipment” etc
And what is presently localized as “Head Office” to “Customer”
Create the customer as a “Head Office”
Create each equipment as a “Client” so you can specify expiry date and contract for each equipment.

When you want to schedule service, the workorder would be created for the Equipment, not the customer.
You can easily filter by the “Head Office” (or if localized, Customer) on the grids, so you can report and see service history for all service for the customer.

Glad to hear this works for you Simon.

  • Joyce

#3

Dear Joyce

This Question has been solved on my side and i appreciate much for your quick response.

Rgds

Simon


#4

excellent Simon!