2.4.1. Using Service Contract Form:

 

In this method, you have to add details of service contract in the service contract creation form. Follow the given steps to create the service contract by using this method.

 

  • Go to Support > Service Contracts.
  • Click the New icon from the toolbar.
  • Provide the required details in the displayed form. Refer to the given table for the information required for filling the form.
  • Click Save to save the service contract.

You can view this contract on service contract home page. You can navigate to the service contract homepage by tapping the link of service contracts given on left of toolbar.

 

Field Description
Service contract information  
Subject         Mention the subject or title of the service contract.
Related to Mention the account or contact to which the service contract is related. If the service contract is added from quote, sales order or invoice, then contact name or account is picked from there.
Type Select the type of the service contract from the drop-down list.
Start date Mention the start date of the service contract.
Due date Mention the due date of the service contract.
Status Select the status of the service contract from the drop-down list.
Assigned to Select the user or group to which this service contract has to be assigned.
Tracking unit Specify the tracking unit of the service contract.
Total units Mention the number of allocated units.
Used units Mention the number of used units.
Priority Specify the priority of the service contract.