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Process documentationAssigning Service Contracts to Installed Bases Locate this document in the navigation structure

 

Maintaining the object list of a service contract item, service plan item, or service contract quotation item gives you the option to display the contract services for objects or object hierarchies installed at the customer site.

For simplicity, the following text focuses on service contracts.

Example Example

You agree to a 24-hours-per-day, 7-days-per-week hotline as a service for a network installation at the customer’s site. The network installed base is entered in the object list of the contract item.

End of the example.

From installed base management, you can navigate to the appropriate contract according to assignment.

In addition, you can also maintain a product list in each service contract item. The information in the product list influences contract determination.

Process

In the object list, enter the installed bases or installed base components for which the contractual services defined in the service contract item can be claimed.

Result

The contract is assigned to one of the installed bases or installed base components entered in the object list of the service contract item. You can check whether there are contracts for installed bases or installed base components in installed base management.

When you select an installed base or one of its components, you see all the service contracts and service plans that exist for this installed base or component in the Service Contracts assignment block.

The system checks whether the following IDs are available in an object list:

  • ID of an installed base

  • ID of an installed base component

  • ID of an installed base built into an installed base

  • ID of an object and the object family

  • ID of a product

Note Note

You can also trigger a contract check if you have created service processes with installed bases as reference objects and set up manual contract determination.

End of the note.