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Object documentationContract Templates - Setup Window Locate this document in the navigation structure

 

Use this window to create different types of contract templates. You specify general information, service contract coverage, remarks, and attachments.

From the SAP Business One Main Menu, choose   Administration   Setup   Service   Contract Templates  .

General Area
Name

Specify a unique name for the contract template.

Note Note

The template name must contain only alphanumeric characters.

End of the note.
Contract Type

Specify the type of contract template:

  • Customer

    For all the items you sell to a customer

  • Item Group

    For items in a specific item group

  • Serial Number

    For items with a specific serial number
Response Time

Specify the maximum time allowed before responding to a service call. From the dropdown list select the time unit (hours or days) and specify the maximum number of hours or days.
Resolution Time

Specify the maximum time to which your company commits to resolve a service call. From the dropdown list select the time unit (hours or days) and specify the maximum number of hours or days.
Description

Specify a description for the contract template.
Expired

Select this checkbox if you want to mark this contract template as expired. As a result, you can no longer use this template to create new contracts or renew existing contracts that are based on this template.
Duration

Specify the validity period of the service contract in months.
Renewal

Select this checkbox to indicate that a contract based on this template should be renewed once its validity period has ended.
Reminder

Specify the time period prior to the contract's termination when you want to generate a renewal alert for the contract. From the dropdown list, select a time unit (Days, Weeks or Months) and specify the maximum number of days, weeks, or months.

Note Note

The Reminder field is active only if the Renewal checkbox is selected.

End of the note.
Coverage Tab

Use this tab to define what the service contract covers (parts and hours for labor and travel) and the hours during which the customer is entitled to receive service.

Week Days

Select the days, Monday through Sunday, on which service is provided to the customer.
Start Time

Specify the time as of when service is provided to the customer.
End Time

Specify the time until when service is provided to the customer.
Include

If you include one or more of the following in the service coverage, the customer is not charged:

  • Parts

    Parts (items) used by a technician during the service call

  • Labor

    Technician's labor time, for example, the time required for the technician to fix the problem at the customer site

  • Travel

    Technician's traveling time, for example, the time required for the technician to travel from the office to the customer site and back
Including Holidays

Entitles the customer to service during holidays.

Note Note

To define holidays, choose   Administration   System Initialization   Company Details   and select the Accounting Data tab.

End of the note.
Remarks Tab

Enter, update, or delete any text or other details regarding the contract template. You can use this information as a reference for the contract you have selected.

Attachments Tab

Add and view attachments related to the contract template.

More Information

Adding, Updating, and Duplicating Contract Templates