Exact Synergy Enterprise

Searching for service contracts for Service management

Menu path

Service management à Reports à Contracts à Search

Introduction

This page allows you to search for contracts that have been created for the services.

Roles and rights

To search for service contracts, function right 851 – View service contracts is required. Users with the Service desk, Service engineer, Service planner, or Service manager role have this function right.

Notes:

For more details on function rights, go to System à Setup à Security à Function rights.
For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I search for service contracts?

On the Search: Service contracts page, define the fields.
Click Show.

How do I view service contracts?

On the Search: Service contracts page, define the fields.
Click Show.
Select the required service contract that you want to view under the Contract number column. For more information, see Creating and maintaining service contracts for Service management.

How do I view the total number of service contracts?

On the Search: Service contracts page, define the fields.
Click Count. The total number of service contracts will be displayed based on the search criteria.
Click Result to view the list of service contracts based on the search criteria or Search to return to the Search: Service contracts page.

How do I clear the customized fields?

On the Search: Service contracts page, click Default.

Tips and tricks

You can customize the fields and columns that you want to be displayed on the page by clicking Customize.

Buttons Fields

Criteria section

Division

Type or select a division to display the service contracts for the division. By default, your division will be displayed.

General section

Status

Select the status of the service contracts to be displayed. More than one status can be selected:

Draft – Select this check box to display service contracts that are in draft.
Proposed – Select this check box to display service contracts with the proposed status.
Active – Select this check box to display service contracts with the active status.
Closed – Select this check box to display service contracts with the closed status.
Rejected – Select this check box to display service contracts that have been rejected.
Blocked – Select this check box to display service contracts that have been blocked.

Cost unit

Type or select a cost unit to display service contracts for the selected cost unit. If this field is blank, service contracts with any cost unit will be displayed.

Cost center

Type or select a cost center to display service contracts for the selected cost center. If this field is blank, service contracts with any cost center will be displayed.

Template

Type or select a template to display service contracts for the selected template. If this field is blank, service contracts with any template will be displayed.

Contract section

Number

Type or select a service contract number to display service contracts for the selected service contract number. If this field is blank, service contracts with any service contract number will be displayed.

Project

Type or select a project to display service contracts for the selected project. If this field is blank, service contracts with any project will be displayed.

Type

Type or select a contract type to display service contracts for the selected contract type. If this field is blank, service contracts with any contract type will be displayed.

Account section

Contract account

Type or select an account to display service contracts for the selected account. If this field is blank, service contracts with any account will be displayed.

Contact person: Key

Type or select a main contact person to display service contracts for the selected main contact person. If this field is blank, service contracts with any main contact person will be displayed.

Contact person

Type or select a contact person to display service contracts for the selected contact person. If this field is blank, service contracts with any contact person will be displayed.

Invoicing section

Account (Contract)

Type or select a service contract account to display service contracts for the selected service contract account. If this field is blank, service contracts with any service contract account will be displayed.

Account (Service activity)

Type or select a service activity account to display service contracts for the selected service activity account. If this field is blank, service contracts with any service activity account will be displayed.

Invoice account 2 – 5

Type or select the account(s) that will be invoiced to display service contracts for the selected invoice account(s). If these fields are blank, service contracts with any invoice account will be displayed.

Configurations section

Configuration

Type or select a service configuration to display service contracts for the selected service configuration. If this field is blank, service contracts with any service configuration will be displayed.

View section

Sort by

Select how you want the service contracts to be sorted. If Contract number (+) is selected, the service contract with the highest service contract number will be displayed at the top, and if Contract number (-) is selected, the service contract with the lowest service contract number will be displayed at the top. By default, Contract number (+) is displayed.

Include: Lines

Select the type of information that you want to view. You can select one or more of the following:

Contract items – Select this check box to view service contracts with service contract items.
Agreements – Select this check box to view service contracts with service agreements.
Agreement details – Select this check box to view service contracts with service agreement details.