Customer Contracts

When a user lands on the Customer Contracts homepage, they will be presented with a variety of Fluid tiles as shown below. Let’s take a closer look.

The Review Bill Plans tile allows the user to review billing plans.

Similarly, the Review Revenue Plans tile allows the user to review revenue plans.

The My Contracts tile allows the user to search, view, add and create new contracts.

The Contracts WorkCenter tile includes dashboards, reports, queries, lists and links.

The Customer Contracts tile provides a collection of important and common job tasks for contracts.

The Review and Manage Limits tile allows the user to enter search criteria to review contract information such as billing limits, processed amounts and remaining or excess amounts on contracts. The user can also review key dates such as last transaction and when a limit was reached.

The Review Contracts Summary tile allows the user to edit search criteria to find and review a contract and its summary.

The Contract Profit Margin tile is a delivered Fluid Pivot Grid tile.

Users can filter by specific contracts, customers, contract types, etc. and then drill down to explore the profit, profit margin, cost and revenue.

In summary, the Customer Contracts homepage includes a variety of Fluid tiles.

If you would like any additional information on this functionality, contact me at [email protected].