Creating a Service Contract
To create a service contract from scratch:
- Click the Service Contracts tab.
- Click New.
- Select the type of service contract you want.
- Click Continue.
- Enter the Customer Account that the service contract is for.
- Enter the record that defines the length of a single service term for this contract. See Service Terms.
- Complete the remaining fields on the service contract. See Service Contract Fields.
- Click Save.
To create service contract lines:
- Click New Service Contract Line in the Service Contract Lines related list.
- Select the type of service contract line you want and click Continue.
- Enter the product or service that the service contract is for.
- Enter the number of items sold.
- If you are creating a flexible term service contract See Flex Contract:
- Enter the service term to define the length of a single term.
- Enter the number of service terms.
- [Optional] Select the Price Type for the line.
- Complete the remaining fields. See Service Contract Line Fields
- Click Save
- Repeat these steps for each service contract line you want.
Customer Quotation
If the FinancialForce SCM Advanced Quoting is installed on your organization, you can create a service contract from a customer quotation.
To convert a customer quotation to service contract:
- [Optional] Ensure that the customer quotation is priced
- [Optional] Ensure that the customer quotation is approved.
- Click Create Service Contract to manually convert the quote to a service contract.