FAQs on Contract Related Issues

Why isn’t the client’s branch showing on the Client’s contract page when adding an AMC products against the contract in AntMyERP?

Please review if the quotation was created. Chances are you had selected ‘Yes’ for the “proposal for a specific branch”, which is likely causing the issue you are encountering. To correct this, you can edit the proposal and change the selection to ‘No’ for the ” proposal for a specific branch”. Once you’ve made this adjustment, save the changes. Afterward, proceed to book the quotation, update the contract, and then add the machine as needed.

The contract number is not appearing in AntMyERP when adding a client-owned MPS (Managed Print Services) device to a client contract. Is there a solution for this issue?

The issue seems to be related to not adding the machine owner while creating the quotation. To resolve this, follow these steps:

Log in to AntMyERP.
Navigate to CRM Sales.
Access the Quotations.
Select “Contracted”.
Search for the quotation number or contract number.
Click on the Action Icon associated with this Quotation and Choose “Edit Quotation”.
Navigate to the “Machine Owner” Section.
Select “Client” or “Not Applicable” and save the quotation.
The quotation will be displayed as “Pending”.
Book the Quotation: Click on the “Book” button.
The quotation will now be displayed under “Contracted”.
Update the Contract: Click on “Update the Contract” and save.
Now you can add the client machine to the client contract.

By following these steps, you should be able to address the issue and successfully add the client-owned MPS device to the client contract in AntMyERP.

Unable to delete a contracted quotation. How can the issue be resolved?

In Antmyerp, once a quotation is contracted, it cannot be deleted. However, you have the option to terminate the contract associated with the quotation. Here’s how you can do it:

Log in to AntMyERP.
Navigate to the Sales CRM module.
Access the Reports.
Choose “Renew Contract.”
Go to “All Contracts” and search for the contract number.
Click on the action icon next to the contract and select “Terminate.”
Proceed to the “Termination Approval” section.
The contract in question will be visible. Click on the action icon and select “Approve.”
The contract will then be successfully terminated.