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Procedure documentationCreating and Updating Service Contracts Locate this document in the navigation structure

Procedure

Note Note

You cannot delete a contract but you can make a contract inactive by entering a Termination Date. SAP Business One sets the status of the contract to Terminated.

End of the note.
Creating a New Service Contract
  1. From the SAP Business One Main Menu, choose   Service   Service Contract  .

    The Service Contract window opens.

  2. Switch to Add mode. For more information, see Working in Add Mode.

  3. In the general area, specify information about the customer and the time period of the service contract.

  4. On the General tab, specify general details about the service contract.

  5. On the Items tab, specify item details according to the service contract type (serial number or item group).

  6. On the Coverage tab, specify details for service coverage and availability.

  7. On the Attachments tab, add any attachments that may be relevant for the service contract.

  8. On the Service Calls tab, view the service calls related to the items in the service contract.

  9. To save your changes, choose Add.

Updating an Existing Service Contract
  1. From the SAP Business One Main Menu, choose   Service   Service Contract  .

    The Service Contract window opens.

  2. Switch to Find mode. For more information, see Working in the Find Mode.

  3. Enter the complete or partial customer code and choose Find.

    Existing service contracts of the selected customer are displayed.

  4. Make the changes and choose Update.

  5. To close the window, choose OK.