How do I associate a Service with a Client Contract?

The association of a Service with a Client Contract takes place during the Service creation process. If you need assistance in creating a Service, please see How do I create a Service?.

An existing Service can be edited to associate it with a different Client Contract. To do this, please follow the steps below.

1

Click on Records.

2

Click on Services.

3

Use the Search and Filter functions to locate your Service.

4

Click on Edit.

5

Choose Who has requested this change and click on Client Contract Change.

6

Select an option under Date of Change?

7

Select an option under Reason for Change?

8

Under Client Contract, select a new Client Contract.

If you do not see your Client Contract, please create it first.

9

Make any Is Pass Through changes.

10

If you selected "No" as your Is Pass Through option, please provide a Client Billing Frequency and Client Base Charge.

11

Click on Submit Change.

Can I disassociate a Service with a Client Contract?

Unless the Service was assigned a Client Contract by mistake, it cannot directly be disassociated with the assigned Client Contract. To correct a mistake, please see the How Do I make Corrections to a Service documentation.

If the Service has a new Client Contract, please follow the directions above to assign a new Client Contract.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.