Function documentationAutomatic Release of Contracts

 

This function allows contract items and contracts to be released automatically, depending on the installation date.

Prerequisites

In Customizing, the date type SRV_INST - Installed On is relevant for automatic release of contracts. You can find this date type in Customizing for Customer Relationship Management under Start of the navigation path Basic Functions Next navigation step Date Management Next navigation step Define Date Types, Duration Types, and Date Rules End of the navigation path.

In the Customizing activity Define Date Profile, this date type is assigned to the following date profiles:

  • SRV_HEADER01 - SAP Default Service Activity Header

  • CONT002 - Date Profile for Service Contracts

In addition, it is also assigned to profile SRV_RM_ITEM1 - SAP Confirmation Service Item for creating warranties automatically.

Note Note

If you would rather release contracts manually instead of automatically, delete this date type from both of the date profiles listed above.

End of the note.

Features

At first, a newly created service contract has status In Processing. When the object is installed at the customer site, for example, you set the Installed On date at item level and save the contract. This change triggers the system to switch the status of the contract item to Released, copy the date from the Installed On field, and use that date as the contract start date. When all the contract items have status Released, the system also switches the status of the contract to Released.