Transfer Future Contracts (CT53)

• Renewed - this is the only status which will cause a future contract to become an Active contract once the End Date of the current contract has been reached. When CT53 runs, it copies all Future Billing information into the live Billing folder, erases all future data, and sets the contract status on the Equipment folder of CT30 to 'Active'.

• Not Renewed - this is initial status of a future contract, indicating that a renewal has been initiated. If the status is not changed by the time the current contract expires when CT53 runs, it sets the contract status on the Equipment folder of CT30 to 'Not Renewed', does not copy any future billing data to current, and does not erase the future data. From this point, no billing is performed in Billing Entry (CT40), and any service calls for the equipment are not covered under the contract.

• Declined - the customer has decided not to renew the contract. When CT53 runs, it sets the contract status on the Equipment folder of CT30 to 'Declined' and does not copy any future billing data to current, but does erase the future billing data. From this point, no billing is performed in Billing Entry, and any service calls for the equipment are not covered under the contract.

• Cancelled - you have decided not to renew the contract, for example you may cancel the contract if you no longer support the equipment. When CT53 runs, it sets the contract status on the Equipment folder of CT30 to 'Cancelled' and does not copy any future billing data to current, but does erase the future billing data. From this point no billing will be performed in Billing Entry, and any service calls for the equipment will not be covered under the contract.

• Expired - no future contract information was on file. When CT53 runs, it sets the contract status on the Equipment folder of CT30 to 'Expired'. From this point, no billing is performed in Billing Entry, and any service calls for the equipment are not covered under the contract.

To run CT53:

1. The Printer Selection screen automatically opens. Select the device destination and click OK.

2. The Report Parameters window for CT53 opens.
   • The Format defaults to 'Transfer Future Contracts'. You cannot edit the Format field.

   • The Sequence defaults to 'Customer'. You cannot edit the Sequence field.

   • If a New Page for each Break is required, select the check box.

   • The Levels list box displays the various Levels of detail available for the report. All Levels are automatically selected in CT53; the '>' before each Level option indicates the Level is selected. The levels that display is dependent on the Sequence selected and can be modified.

   • Select the Restrictions that apply to the Report by double clicking on the line in the list box. Restrictions allow you to tailor CT53 to your specific needs. The '> ' before a Restriction indicates the Restriction is selected. An '*' before a Restriction means the Restriction is mandatory. CT53 includes the following Restrictions:
     • As of Date - opens the 'As of Date' window. In the 'Tansfer Up To and including' field, enter or select from the query the Ending Date to print contracted equipment with an Ending Date up to and including the entered date. Upon acceptance of the report, the printed contracts will be updated. Once a date is entered click OK to close the window.

     Note: To modify a Restriction once it is set up, reselect the Restriction and make the necessary changes.

   • Select the Range From and To for the report. The Range must match the Sequence selected. Multiple Ranges may be entered.
     • In the From field, enter the starting 'code' for the report.

     • In the To field, enter the ending 'code' for the report.

     • The information displays in the list box below.

     • To add additional Ranges, repeat these steps.

       Note: To print the entire file (all records in the selected sequence), simply tab through the From and To fields. The list box displays *Start and *End in the From and To fields.

     • To delete a Range from the list box, double click on the line. The following message displays, "Do you wish to delete this range? Yes/No". Click Yes to delete the range.

   • When all of the information on the Report Parameters screen is complete, click OK to run the report.

3. The Report Complete screen opens when the report is generated. Depending on the print device selected, you are presented with one of the following two options:
   1. If you are printing the report to a local printer device, PDF file or to your screen, enter the Acceptance Codes to accept the report, click Restart to restart the printing of the report, or click Abort to cancel the report.

   2. If you are sending the report via an email or fax device, click OK to accept the report, click Restart to restart the fax/email (not always applicable), or click Abort to cancel the report.

Here is an example of CT53:

^{Example of the Transfer Future Contracts (CT53) report}

Here is the Report Parameters window of CT53:

^{Transfer Future Contracts (CT53)}