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Creating Contracts from Mobile Service, Issues with billing contracts on…
Creating Contracts from Mobile Service
Contract Data Risks
does not properly renew
does not bill correctly
monthly billing vs one time
coverage allowances get messed up
incorrect contract pricing
any concern with billing on WO vs a usual part sale?
customers need to know so they may adjust reporting/GL
Work Order/Task data risks
incorrect coverage applying/not applying
dup tasks/items/labor
if deleted from mobile
if deleted from back office
what if unbilled and there are multiple open WOs
different cost centers?
Reporting
what if reporting on unbilled WO
contract covered ? fields
tech/mobile mishaps
creating multiple contracts
creating and deleting multiple times
incorrect invoice
incorrect payment recevied
Repurpose bEntity_bServiceContract.bDocumentID to bill contract out on work order
what if equipment already has service contract???????
taxes?
Issues with billing contracts on the WO
does not create item on the task billing screen
i suppose bc it is not linked to a particular TASK
report in queries?
WO/Task pricing summary panels
what if contract does not have item and no default?
deleting WOs?
Security Stories
Different security for back office vs. on mobile
need to verify this is the case
default permissions?
conflicting securables?