Exact Synergy Enterprise

Overview of contract types for Service management

Menu path

Service management à Setup à Contracts à Contract types 

Introduction

This page allows you to create, view, and delete contract types. This page is also used for identifying contracts for reporting purposes.

Roles and rights

All users can view the contract type overview page.

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 create contract types?

1. On the Service: Contract types page, click New.
2. Define the fields.
3. Click Save. For more information, see Creating and maintaining contract types for Service management.

Keep in mind: All fields with the “!” icon are mandatory.

How do I delete contract types?

1. On the Service: Contract types page, type or select a division at Division under the Criteria section.
2. Click Refresh.
3. Select the check box(es) of the contract type(s) that you want to delete.
4. Click Delete. A message “Are you sure that you want to delete this record?” will be displayed.
5. Click OK.

How do I view contract types?

1. On the Service: Contract types page, type or select a division at Division under the Criteria section.
2. Click Refresh.
3. Select the required contract type under the Type column.

Related documents

• Creating and maintaining contract types for Service management
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