Contract (Agreement) Types

Configuration > Billing > Contract Types

Field	Type	Description
Name	Free Text	Determines the name of the contract/agreement type. This is used for reporting purposes, to easily see how a contract/agreement is categorised. Typically agreement types will be named based on the services included in this agreement, actual services will not be linked, this is purely for reference and reporting purposes.
Prefix	Free Text	When letting Halo generate Contract references (via clicking the 'Generate' button on the Contract details screen), the reference generated will include this prefix if the corresponding Contract type is selected.
The Contract with this description will be the default for the Customer	Checkbox	When checked & "Auto select the Contract on a Ticket based on billing description" in Configuration>Contracts is also selected, if a Ticket is logged for a Client with an active Contract of this type, then the Contract will be automatically added to the Ticket.
Email Template	Single Select	Determines the email template used when sending a contract.
SLA Override	Single Select	When setting an agreement on a ticket (via the agreement field, configurable on the ticket types field list), this will override the default SLA set at ticket type and site level. SLA Overrides can be set on an Agreement basis - the option here determines the default SLA when creating an Agreement of this type.
Related Service Catalogue	Multi-Select	(v2.248+)(Only shows when "Agreement Type" is selected in the "Choose which entities can be used to restrict service access" list in Configuration > Service Catalogue). The Services listed here will automatically become available to the Customer if they have an Agreement of this type.
Related Service Categories	Multi-Select	(v2.248+)(Only shows when "Agreement Type" is selected in the "Choose which entities can be used to restrict service access" list in Configuration > Service Catalogue). The Service Categories listed here will automatically become available to the Customer if they have an Agreement of this type.