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How to Create Product and Agreement Templates in eAutomate

When you first move any of the ConnectWise integrations to production, CEOJuice will create all needed templates for the product types and agreement types in your production eAutomate database. After this, anytime that you add a new agreement type or product type to ConnectWise you will need to manually create these templates.

Jump to: Agreement Templates | Agreement Base Item Templates | Product Templates | Tips and Tricks

 

Agreement Templates

Agreement Templates

Each agreement type in ConnectWise will have a matching contract template in eAutomate. When you create a new agreement type in ConnectWise, follow these instructions to create the matching template in eAutomate:

1. In the Service contracts screen, click on New to create a new contract.

2. Set the contract number to be **CW AgreementType. (Replace AgreementType with exactly how agreement name is set in ConnectWise)

3. Set the customer to your internal company customer, like the rest of the templates.

4. Set the contract type and bill code as needed on the template.

5. Set the base distribution code on the template as needed.

**The billing cycle should be blank**

agr_template_1.jpg

 

Click on the Billing/Contact tab

1. Uncheck the box to Bill contract.

2. Set the billing group if you are using that.

3. Set the tax code. (Just a placeholder value, the sync will assign the proper tax code when creating new contracts.)

4. Set the report group to the correct invoice format for the template.

agr_template_2.jpg

Click OK to save the contract template.

 

Agreement Base Item Templates

Agreement Base Item Templates

Each agreement type also needs a "base rate" item template created. This template is used anytime there is a base rate billed on the agreement in ConnectWise. Follow these instructions to create the agreement base item template:

1. In the item screen, click on the New button to create a new item.

2. Set the item number to be **CWBase AgreementType. (Replace AgreementType with exactly how the agreement name is set in ConnectWise.)

3. Enter a description, this description will show on the contract for this item when it's added.

4. Select a category for the item.

5. Set the unit of measure for the item.

6. Check the box for Serviceable as item in the Other settings section.

7. Select a contract base distribution code for the item. This will drive the GL account revenue for this item will post to when the item is added to a contract.

prod_template.jpg

Click OK to save the item.

 

Product Templates

Product Templates

Each product type needs to have a matching item template in eAutomate. When you create a new product type in ConnectWise, follow these instructions to create the matching item template:

1. In the Items screen, click on new to create a new item.

2. Enter the item number as **CW ProductType. (Replace ProductType with the exact product type name from ConnectWise)

3. Enter a description for the item. 

4. Select a category for the item.

5. Set the unit of measure for the item.

6. If items of this product type will be added to sales orders, select either Inventory or Expense as the item type and set a corresponding inventory or expense code.

7. If items of this product type will be added to sales orders, add a sales code to the item.

8. Check the box for Serviceable as item in the Other settings section

9. Select a contract base distribution code for the item. This will drive the GL account revenue for this item will post to when the item is added to a contract.

prod_template_2.jpg

Click OK to save the new item.

Tips and Tricks

Tips and Tricks

When adding a new agreement type, make sure to double-check variable 2 on ID964 to see if you are limiting the sync to only certain agreement types. If you are, you'll need to add the new agreement type to this variable in order to have the sync insert agreement invoices of the new type into eAutomate.

 

If you change the agreement type names in ConnectWise, you will need to update the contract numbers to match in eAutomate so that the sync can find the proper template to use when creating new contracts.

 

If you add an agreement type to ConnectWise and don't add the matching templates to eAutomate, the sync will use the default template to create the new contracts. If you see this happen, do not delete the contract created with the default template and attempt to resync the invoice to a new contract. The contract created by the sync is linked in our background tables; deleting it from eAutomate will only cause the sync to try and update a contract that no longer exists. The proper way to fix the issue is to manually correct the new contract created so that the coding is correct. Then create the needed agreement type templates so that future contracts are created correctly.

 

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