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Contract (Agreement) Types
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<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>Configuration &gt; Billing &gt; Contract Types</strong></p>
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} </style><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 16.7593%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 49.7813%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="name">Name</td><td style="width: 16.7593%;">Free Text</td><td style="width: 49.7813%; text-align: left;">Determines the name of the contract/agreement type. This is used for reporting purposes, to easily see how a contract/agreement is categorised. Typically agreement types will be named based on the services included in this agreement, actual services will not be linked, this is purely for reference and reporting purposes.&nbsp;</td></tr><tr><td style="width: 33.3333%;" id="value2">Prefix</td><td style="width: 16.7593%;">Free Text</td><td style="width: 49.7813%; text-align: left;">When letting Halo generate Contract references (via clicking the &#39;Generate&#39; button on the Contract details screen), the reference generated will include this prefix if the corresponding Contract type is selected.</td></tr><tr><td style="width: 33.3333%;" id="value3_bool">The Contract with this description will be the default for the Customer<br></td><td style="width: 16.7593%;">Checkbox</td><td style="width: 49.7813%; text-align: left;">When checked &amp; &quot;Auto select the Contract on a Ticket based on billing description&quot; in Configuration&gt;Contracts is also selected, if a Ticket is logged for a Client with an active Contract of this type, then the Contract will be automatically added to the Ticket.<br></td></tr><tr><td style="width: 33.3333%;" id="value4">Email Template</td><td style="width: 16.7593%;">Single Select</td><td style="width: 49.7813%;">Determines the email template used when sending a contract.</td></tr><tr><td style="width: 33.3333%;" id="value5">SLA Override<br></td><td style="width: 16.7593%;">Single Select<br></td><td style="width: 49.7813%;"><p>When setting an agreement on a ticket (via the agreement field, configurable on the ticket types field list), this will override the default SLA set at ticket type and site level. SLA Overrides can be set on an Agreement basis - the option here determines the default SLA when creating an Agreement of this type.&nbsp;</p></td></tr></tbody></table><p><br></p>
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