Linking agreements to service configurations for Service management

Menu path

Modules ? Service management ? Reports ? Contracts ? Search

Introduction

This page allows you to link the service agreements to the service configurations.

Roles and rights

All users are able to link the service agreements to the service configurations.

Note:

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

What version are you using?

The information in this document is applicable to product update 256 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I link a service agreement to a service configuration?

1. On the Search: Service contracts page, define the search criteria.
2. Click Show.
3. Select a contract under the Contract number column.
4. Click Agreement links.
5. Define the search criteria and click Show if Yes is selected at Show agreement link tree by filter on the Service: Settings page. For more information, see Maintaining settings for Service management.
6. Select the configuration and agreement check box(es) that you want to link. You can also click at the service configuration to view all the items that are linked to the service configuration.
7. Click Save.

Keep in mind:

• If Yes is selected at Show agreement link tree by filter on the Service: Settings page, and the total number of configurations and items is more than 100 lines, the message “Refine your search results with filters” will be displayed.
• If the status of the service contract is Active, only the check box(s) that have not been selected will be enabled. However, the check box(es) that have been selected and saved cannot be changed, unless the status of the service contract has been changed to Proposed. The message “Items can be linked to agreements but once linked cannot be edited anymore in contract status active” will be displayed when Agreement links is clicked on an active contract.

Related documents

• Creating and maintaining service contracts for Service management
• Exact video library
• Maintaining settings for Service management
• Service management