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Home > Aria Crescendo Documentation > Account Management > Contracts > Create a Contract

Create a Contract

Overview

This article provides the steps necessary to create a contract.

Creating a Contract

Getting Here: Click Accounts > search for an account > Plans > Contracts > Create a New Contract

  1. Select the type of contract that you want to create.

Note: You cannot assign an alternate recurring fee or early cancellation fee to a multi-plan contract or universal contract. A universal contract overrides any other contracts assigned to an account.

  1. Click Continue.

The New Contract Details page displays.

  1. Fill in the Client Contract ID.
  2. Select one of the following Contract Completion options:
  • Select Date Range: Allows you to define a start and end date for the contract.
  • Select Duration: Allows you to define a start date and the duration of the contract.
  1. Select a date on which the contract goes into effect from the Contract Start Date field.
  2. If you selected Select Date Range, select a Contract End Date on which the contract concludes.

select-contract-date-range2.png

  1. If you selected Select Duration, select a Contract Duration between 1 month and 36 months from the drop-down.

select-contract-duration.png

  1. Select an action from the Contract End Action field to specify what happens after completion of the contract:
  • Terminate service and billing: If the contract is assigned to a master plan instance, the account's status is changed to "Terminated" and all service and billing are terminated for all plans assigned to the account. If the contract is assigned to a supplemental plan instance, then all service and billing are terminated for the supplemental plan instance.
  • Terminate service and billing prorate final invoice: Creates a prorated charge for the plan’s recurring fees for the final period using the contract’s end date as the billing end date.
  • Continue existing service without contract: Service remains in effect and continues to be billed per normal terms. This is the standard behavior for most service plan contracts.
  • Renew existing contract automatically: A new contract with identical terms goes into effect once the original contract terms are met.
  • Rollover to a Plan and/or a Rate Schedule: The contract rolls over into an existing plan and/or rate schedule. This option is only available if MULTI-PLAN is selected as the Contract Scope.
  1. In the Select a Plan section of the screen, select each plan to which the new contract should apply.

Note: Selecting the Cascade to child plans option applies the contract to any child plans that are attached to the selected plan instance.

select-a-plan-4.png 

  1. If Rollover to a Plan and/or a Rate Schedule is selected, click Add Selection.
  2. If Rollover to a Plan and/or a Rate Schedule is selected, choose from the following:
  • Rollover to a New Plan
  1. Click Add for Rollover to a new Plan
  2. Select a new plan.

  1. Click Select. 
  • Rollover to a New Rate Schedule
  1. Click Add under Rollover to a New Rate Schedule.
  2. Select a new rate.
  3. Click Select. 

-- or --

  1. Click Add under Rollover to a New Rate Schedule.
  2. Select a rate to use as a template for a custom rate.
  3. Check Enter Custom Rates. 

  1. Enter the custom rate. 

  1. Click Select. Your custom rate is applied. 
  1. In the Early Cancelation Fee field, enter the amount that the customer is charged for canceling the plan before the contract is completed (optional). This option is only available if MULTI-PLAN is selected as the Contract Scope.
  1. Enter any applicable comments about the contract in the CSR Comments field.
  2. Click Save Contract. The contract is assigned to the account under the specified terms.
  1. If you need to make changes, click the contract ID. 
  2. Click Modify Contract.
  3. Make your updates.
  4. Click Save Contract
 
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Last modified
18:16, 17 Jan 2017

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