Automatically Create a Service Contract
You can automatically create a service contract from a customer quote at the same time that you create the sales order from the customer quote.
This functionality covers the following types of customer quotes:
- Inventory
- Drop ship
- Flex contract
- Service contract
Setup
To setup your organization to auto create a service contract:
- In App Setup, click .
- From the drop down list click Custom Settings.
- Click Manage adjacent to the Organization Settings label.
- Click Edit.
- Select the Auto Create Service Contract checkbox.
- Click Save.
- Make sure the Create Sales Order button has been added to the Customer Quotation page layout.
Automatically Create a Service Contract
To automatically create a service contract:
- Go to the customer quote that you want to create the service contract for.
- Click Create Sales Order.
The sales order and associated service contract will be created simultaneously.