Maintenance and support report

This report allows you to list your customers showing their contract start and end dates as well as their scheduled renewal date. The Variable filter options and fields displayed in the default report view are listed below. The list will include any customer accounts where you are the partner of record for at least one Sage product line.

When to use this report:

Use this report to verify if a customer has an active or expired service contract.  Because customer contact information is available in the default view, this report can also be used as a call-out or mail list to remind customers of their impending or lapsed service contract renewal.

Variable Entry Options: Initial selection criteria 

Use the pop-up Select Values list in each field to view and select from the possible entries.

Service contract start date(s)	The beginning date range of the contracts you want to include. For instructions on how to enter date ranges, click here.
Service contract end date(s)	The end date range of the contracts you want to include. For instructions on how to enter date ranges, click here.
Renewal date	The date range when a contract was actually renewed. For instructions on how to enter date ranges, click here.
Product line (Selection, Optional)	The Sage product lines which you support and want to include in the report.
Specific support/maintenance plan	The list of all Sage maintenance and support (M&S) plans (codes and descriptions) you wish to include. For instructions on how to filter the Select Values, list click here.
M&S Plan type	The type of contract / plan to include. For example: Maintenance (value is 2) or support (value is 1).

Fields within the report

Channel Partners	Your company's name
Account	Name and Sage Account ID for customer
Street	The account's standard street address
City/State / Zip	The account's standard city/street/zip from their standard address
Country	The account's country.
Phone	The account's standard phone number
SIC	The D&B SIC code and description which Sage has on record for the account.
Customer Since	The date Sage has on record for the customer's first purchase from Sage regardless of the channel used to purchase.
Transaction number	The Sage transaction number for the service or maintenance plan. It may include transaction numbers which were entered prior to Sage's new system.
Material	The Sage SKU number and description for the service or maintenance material.
Product Line	The Sage product line associated with the service or maintenance item.
Contract Start Date	When the previous contract began.
Contract End Date	When the previous contract will end or has ended.
Renewal Date	The date range during which existing contracts were renewed.