Form Name: Software Contract

Form ID: CONTRACT_TMP

Solution: Software Template

This Form tracks contract information such as the maintenance percent, renewal dates, and if they are current. The Exclusions button opens a Notes extra window.

  

Form Name: Software Customer Contacts

Form ID: CUST_CONT_TMP

Solution: Software Template

This Form tracks the customers contact information. It will track multiple contacts for the same Customer ID. The Notes button opens a Notes extra window.

  

Form Name: Main Products Group

Form ID: PRODUCTS_TMP

Solution: Software Template

This Form tracks the products and the vendor information for the product.

  

Form Name: Software Registration Details

Form ID: REGISTER_TMP

Solution: Software Template

This Form tracks the registration information. It will track multiple contacts for the same Customer ID. The Notes button opens a Notes extra window.

Window Name: Software Item Extra Details

Window ID: ITEM_EXTRAS_TMP

Solution: Software Template

This Window tracks extra details about the Software items. It will store links to documents about the software, the product managers information, etc.

Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.