Set Up Service Contracts | Microsoft Docs

Before you can work with contracts, you must set up the following:

To set up a service contract group

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Service Contract Groups, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
  3. Choose the Disc. on Contr. Orders Only check box if you want contract or service discounts to be valid only for contract service orders, such as maintenance.

To set up a service contract account group

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Serv. Contract Account Groups, and then choose the related link.
  2. Create a new service contract account group.
  3. Fill in the Code and Description fields. These fields describe the service account group.
  4. Fill in the Non-Prepaid Contract Acc. field, choose general ledger account number for the non-prepaid account.
  5. In the Prepaid Contract Acc. field, choose the general ledger account number for the prepaid account.

To set up a contract template

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Service Contract Templates, and then choose the related link.
  2. Create a new service contract template.
  3. In the No. field, enter a number for the contract template.

    Alternatively, if you have set up number series for contract templates on the Service Mgt. Setup page, you can press the Enter key to enter the next available contract template number. Fill in the other fields if appropriate.

  4. On the Invoice FastTab, fill in the Serv. Contract Acc. Group Code field, the Invoice Period, and so on. Fill in the other fields if appropriate.

  5. Choose the Service Discounts action to add contract discounts.

To set up a customer template

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Customer Templates, and then choose the related link.
  2. Create a new customer template card.
  3. On the General FastTab, enter a code and a description for the customer template in the Code and Description fields respectively.
  4. To define search criteria, fill in the other fields, such as Country/Region Code, Territory Code, and Language Code.
  5. Fill in the Gen. Bus. Posting Group and Customer Posting Group fields.

See Also

Setting Up Service Management



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