Service Contract: General Tab

Use this tab to specify, view, and modify general information about the contract.

To access the tab, from the SAP Business One Main Menu, choose Service Service Contract and select the General tab.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Service Type
Select either Regular or Warranty. A warranty contract can be created automatically when an A/R invoice or a delivery is added for an item with serial number management. A regular contract can only be created manually.

Contract Type
Choose one of the following types of coverage: Serial Number For items with a specific serial number (specify serial number on the Items tab) Customer For all the items you sell to the customer Item Group For items in a specific item group (specify item group on the Items tab)

Template
Choose an existing contract template instead of specifying all the fields in the contract manually. A contract template that has a status of Expired is not available for selection.

Response Time
Specify the maximum amount of time allowed to respond to a service call.

Resolution Time
Specify the maximum amount of time allowed to resolve a service call.

Status
Select the status of the service contract. Approved The customer is entitled to receive service according to the contract. On Hold Contract is set to inactive, and the customer is not entitled to receive service. Draft The contract is not approved, and the customer is not entitled to receive service. This is the default status for all new service contracts. Terminated The contract is terminated, and the customer is not entitled to receive service. To end the service contract, you specify the termination date in the Termination Date field. SAP Business One sets the status to Terminated. Note End of the note. You can change the status from Terminated at any time. If you change the status to another status, the Termination Date field is cleared automatically.

Owner
Specify the name of the user who is responsible for the service contract.

Renewal
Enables you to renew an expired service contract.

Reminder
Specify the number of days, weeks, or months for the alert to appear prior to the termination of the service contract. You can specify a value in this field only after you select Renewal.

Active Items
For a serial number contract only: the number of items that are related to the service contract and are defined as Active. An active item is an item that does not have a Termination Date and whose End Date has not arrived yet, as specified on the Items tab.