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
.Specify a unique name for the contract template. Note The template name must contain only alphanumeric characters. End of the note. |
Specify the type of contract template:
|
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. |
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. |
Specify a description for the contract template. |
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. |
Specify the validity period of the service contract in months. |
Select this checkbox to indicate that a contract based on this template should be renewed once its validity period has ended. |
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 The Reminder field is active only if the Renewal checkbox is selected. End of the note. |
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.
Select the days, Monday through Sunday, on which service is provided to the customer. |
Specify the time as of when service is provided to the customer. |
Specify the time until when service is provided to the customer. |
If you include one or more of the following in the service coverage, the customer is not charged:
|
Entitles the customer to service during holidays. Note To define holidays, choose and select the Accounting Data tab.End of the note. |
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.
Add and view attachments related to the contract template.