Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Service Manager9.41

Use > Configuration Management > Configuration management administrator tasks > Contract Management overview > Contract payments > Generate a payment schedule for a contract

Generate a payment schedule for a contract

Applies to User Roles:

System Administrator

Contract Management tracks each service contract between a customer and service provider, and compiles the individual expenses and costs for those services. Configuration Management allows you to generate a payment schedule for a contract as long as there is an outstanding balance for that contract.

Note The payment schedule you set up should fit within the start and end dates of the contract.

To generate a payment schedule for a contract that is not expired, follow these steps:

Click Configuration Management > Contracts > Contracts.
Use search or advanced search to find one or more records.
Select the record that you want to update.
Open the Financial section.
Go to the Payment Information subsection.
Click Generate Payment Schedule to start the Generate Payment Schedule wizard.
Complete the following required fields:
- No. of Payments: Enter the total number of payments to be made.
- Frequency: Select Daily, Monthly, or Annually.
- Do one of the following to choose the Currency value:
  - Select a currency from the list. For example, British Pound.
  - If the Currency box is empty, click Fill to choose an ISO currency code. For example, GBP for British Pound.
  - Click Find to generate a record list of currency records. Double-click any record to display the record in the Currency form.
- Currency EX Date: Required only if the system currency and payment currency are not the same.
Click Next to return to the Contract Information form. The pending payments are listed in the payment schedule table at the bottom of the form. For example, if you have scheduled five monthly payments of $100.00 each, these payments are listed with their due dates and a status of pending.

Note Configuration Management verifies that the payment schedule fits within the start and end dates of the contract. If the amount and frequency of payments do not fit within those limits, Configuration Management displays an error message.

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