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      1. Texada Knowledge Base
      2. Service: Service Agreement Quoter
      3. Quotes

      The Quote Details Screen - CVA Contract

      An overview of the CVA Contract subscreen of the Quote Details screen.

      Quick Reference

      • Once a Quote created in Service Agreement Quoter has been won, click the “Create Contract” button in the top-right corner of the Quote Details screen to generate a CVA Contract based on the Quote. This will add a “CVA Contract” option to the left navigation menu of the Quote Details screen. Click on this option to view the CVA Contract page.
      • The CVA Contract page allows you to manage the details of the Quote’s CVA Contract, as well as push this Contract to your ERP system. It consists of two panels:
        • CVA Contract Header Information: Contains basic information about the Contract.
        • Equipment List: Lists the equipment included in the Contract. Click the right / down arrow to the left of a piece of equipment’s row to expand or collapse it. Click the “Send to ERP” button to send the Contract to your ERP system. 

      The Quote Details Screen

      This page is part of a series on the Quote Details Screen in Service Agreement Quoter. The structure of this screen and its subscreens is as follows:

      Introduction

      Once a Quote created in Service Agreement Quoter has been won, the user can create a CVA Contract based on the Quote by clicking the “Create Contract” button in the top-right corner of the Quote Details screen:

      Once a CVA Contract has been created, a “CVA Contract” option will appear in the left navigation menu of the Quote Details page. Click on this option to navigate to the CVA Contract subscreen, where you can view and manage the details of the CVA Contract based on the Quote, as well as push this Contract to your ERP system.

      CVA Contract

      Default values for a number of fields on this screen can be configured via the CVA Contract Configuration screen.

      Quote Details Page - CVA Contract NUMBERED BIG

      1. CVA Contract Header Information Panel
        This panel contains basic information about the CVA Contract. Click on the panel’s header to expand or collapse it.
        1. Save Button
          Click to save your changes.
        2. Category Code
          The Contract’s category.
        3. Invoice Source
          The Contract’s invoice source.
          • EMS Combination Invoicing
          • EMS Performs Contract Invoicing
          • Work Order Performs Contract Invoicing
        4. Reporting Level
          The Contract’s two-character reporting level code. This captures the Contract’s differential pricing, accounting, or taxing treatment within a single charge code.
        5. Counter Sales Allowed Checkbox
          Check to allow Parts to be applied to the Contract.
        6. PO Number
          The PO number of the purchase order associated with the Contract. 
        7. Revenue Customer
          The revenue Customer associated with the Contract. Click on this field to open the Customer Search window and select a different Customer.
        8. User Customer
          The user Customer associated with the Contract. Click on this field to open the Customer Search window and select a different Customer.
        9. Expense Customer
          The expense Customer associated with the Contract. Click on this field to open the Customer Search window and select a different Customer.
        10. Work Order Budget Costs
          Controls the costs posting to IAS and the costs analysis from CT.
          • Dealer Cost Rate
          • Dealer Sell Rate
          • Dealer Invoiced Price
        11. Combine EMSCT on Invoice Checkbox
          Check to combine Equipment Maintenance and Service (EMS) and Contract Tracking costs on invoices generated from this Contract.
        12. Invoice Frequency Code
          The frequency at which invoices for this Contract will be generated.
        13. Invoice Sales Entry Code
          The entry code used when sending sale dollars to GLII.
        14. Invoice Arrears or Future
          Determines whether the billing is produced for a past time period or usage, or whether the billing is produced for the coming time period or usage.
        15. Automatically Renew Checkbox
          Check to allow automatic renewal of the Contract.
      2. Equipment List Panel
        This panel contains the list of equipment included in the Contract. Click on the panel’s header to expand or collapse it.
        1. Save Button
          Click to save your changes.
        2. Send to ERP Button
          Click to send the Contract to your ERP system. This button will be disabled if any issues exist with the information included for the equipment on the Contract. See the Status column (2k) for more information.
        3. Equipment List
          Lists the pieces of equipment included in the Contract. Click on a column header to sort the table by the contents of that column. Click and drag the column headers to reorder the columns. Click the right / down arrow in the top-left corner of the table to expand or collapse all items.
        4. Equipment
          A piece of equipment included in the Contract. Click the right / down arrow to the left of the equipment’s row to expand or collapse it.
        5. Serial Number
          The equipment’s serial number.
        6. Make
          The equipment’s make.
        7. Model
          The equipment’s model.
        8. Stock Number
          The equipment’s stock number.
        9. Unit Number
          The equipment’s unit number.
        10. Enrollment Number
          The equipment’s enrollment number. The behavior of this field is determined by two factors: the SAQ.CVA.Contract.Generate.Enrollment.Number.FromDBS.Enabled configuration key and the “Enrollment Number Pattern” field on the CVA Contract Configuration screen.

          If the configuration key is enabled, enrollment numbers will be generated by DBS. If the configuration key is disabled, enrollment numbers may either be manually entered or automatically generated by SAQ, based on the option selected for the “Enrollment Number Pattern” field.
        11. Status
          The equipment’s current status. If there are any issues with the information entered for the piece of equipment, a warning message will be displayed here.
        12. Contract Date
          The equipment’s Contract date.
        13. Usage Code
          The equipment’s usage code.
        14. Usage Rate
          The per-interval usage rate of the piece of equipment, in dollars. The interval to which this rate applies is established via the “Usage Rate Calculation” field on the CVA Contract Configuration screen.
        15. Invoice Interval
          Determines when to invoice the Contract. 
        16. Start Invoicing Date
          The date on which the Contract should begin invoicing.
        17. Confirm Start Invoicing Date
          Check to confirm the Start Invoicing Date (2p).
        18. Invoice Method Code
          The type of invoicing to be used for this piece of equipment.
        19. Start Rate Date
          The equipment’s start rate date.
        20. End Rate Date
          The equipment’s end rate date.
        21. Usage Start SMU
          The Service Meter Unit (SMU) value at which usage should start for this piece of equipment.
        22. Usage End SMU
          The Service Meter Unit (SMU) value at which usage should end for this piece of equipment.
        23. Action
          The action to take with this piece of equipment when the “Send to ERP” button (2b) is clicked.
          • Send to ERP
          • Link to ERP