Contract Master Setup

MoversSuite Administration > Accounting and Financial > Contract Master

 

Define contracts to provide discounts to company accounts using this setup.  Users can define a bottom line discount and/or associate a discount to particular Item Codes for each plan.

 

MoversSuite users can assign contracts through the Billing Information tab or have them automatically assigned to an order using Account Profiles.

 

Reference the data in the following table when managing setup records. 

 

Field

Description

Contract Master

 

Description

Enter the name of this contract record (up to 30 characters).

Contract

Enter the name of the contract (up to 10 characters) assignable to an order through Billing Information and through Account Profiles.

 

Note: Both the Description and Contract appear in the drop-down menu when setting the Contract field in MoversSuite.

 

Contract for local services only

Set this flag to indicate that the contract pertains to only local service transactions.

See Local Services for related information.

Cage Code

NOT IN USE

Bill of Lading Discount

The value set in this field discounts the rate applied to an item by the percentage specified (as NN.NN).

Contract Detail

 

Use this section to create the detail transaction line items for the contract. 

Description

Enter a description for the line item of the contract (up to 30 characters). 

Discount

Enter a percentage (0 to 100 in decimal NNN.NN format) for the discount applied under this contract for the selected Item Code. 

Item Code

Select an item code from the list of those defined within Item Code Setup.  MoversSuite will apply the Discount for all revenue linked to this item code for orders referencing this plan.