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In the AdminPortal load the Setup tab
Select the Packages option
Click on the name of the package you wish to add the contract component to
Under the Components section click the Add button
Select the Contract option from the pop-up menu and populate the contract details (required fields are in red)
Term - this is a unit of time which works in conjunction with the Base Time Unit Type below. For example, if you are setting up a 3 year contract you would enter the number 3 in this field and select Year in the Base Time Unit Type field
Base Time Unit Type - this is the quantity of time that works with the Term value (e.g. 'Year', 'Month')
Penalty - this is the amount to charge the account if the package is canceled before the term period specified above is reached
Note: enter '0' if you do not want to apply a penalty. An empty field is not validCharge Remainder - if selected, the account will be charged the remaining amount owing to fulfill the contract upon early cancelation. For example, if a customer cancels with 6 months left in their contract period a charge will be added to their account for the amount of the remaining 6 months
Transaction Penalty Service - this is the service that we will tag the transaction with for GL code purposes and taxing purposes
Click the Save button
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Below is an example of a contract added to a user-package.
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Once you save the contract the date range / contract period is calculated and displayed (the date range applied as of the last bill day on the account).
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In the sample case above, the contract term is three months. If the user-package is canceled prior to meeting the contract term (April 1st) the amount for the remainder of the contract period will be charged along with a $50.00 penalty fee for early cancelation.
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On the Overview tab under the Components section click on the User Contract to edit it
At the bottom of the window you will see an empty section that will list all packages connected to the user contract. Click Add in the lower right
On the next screen select a package to associate with this contract
Click Save or Save/New if you need to connect multiple packages to the User Contract
After you click Save the connected user-packages will be shown on the edit User Contract page
Click Save on the User Contract edit page when you are finished connecting user-packages
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On the Overview tab under Components click on the User Contract to edit it
Capture all of the contract details including the packages connected to it
Return to the Overview tab and click Delete to the right of the User Contract
Upgrade the package. See the Upgrading a Package guide if you are unfamiliar with this process
On the Overview tab under the Components heading click Add then User Contract
Populate the contract details based on the information you captured earlier
Note: depending on your internal business procedures the contract start period may need to be set to the current date at this pointAssociate the new User Contract with the upgraded package and all other packaged that should be bound to it
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