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Contracts are used in Ascora to allocate Jobs for a particular Billing Customer for a period of time.  

Contracts are used for scenarios when you may do a large number of jobs for a high value client but you will bill them at certain times of the year rather than for every job. 

For example you may have a $1,000,000 contract to maintain a number of grocery stores for a large grocery chain.  You can set which Sites for the Customer are on the list of those covered by the Contract.  You'll bill them for the contract, but not for the Jobs that are allocated to the Contract.


A Contract is defined as:

  1. A Billing Customer
  2. A Period of Time
  3. A number of Sites that are "In-Contract"


When a Job is created it is automatically checked to determine if it fits in the Contract definition.  If it meets ALL of the criteria it will be assigned to the Contract.


If a particular Job does not fit the definition of a Contract - for example if may be a capital works Job and the Contract is only for Maintenance - it can be removed from Contract from the Job Details.


Creating a Contract

  1. Under the Advanced menu, select Contracts.
  2. Click New Contract.
  3. Select the Billing Customer for which the Contract will apply.  
  4. Enter the Start Date and End Date for which the Contract will apply.
    Note: Only Jobs created in this date range will be added to the Contract.
  5. Save the Contract
  6. After the Contract has saved select the Sites that are In Contract.  


Removing a Job from a Contract

If a Job shouldn't be associated with a Contract due to the type of work it can be removed.

  1. Open the Job.
  2. Click the Remove from Contract button.


To access a tutorial video about Contracts you can click the link below:

https://www.ascora.com.au/TrainingVideos/VideoViewer/ContractsinAscora



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