Modules ? Service management ? Setup ? Contracts ? Contract templates
Creating service contracts can be time consuming and in most cases, a lot of contracts are similar or even identical. To speed up the process of creating service contracts, predefined service contract templates have been introduced to minimize entry errors. You can now create multiple templates to be used. When creating a service contract for a customer, just choose the correct template and all the fields will be defined automatically. It is even possible to have agreement lines in the template, so these can also be automatically filled in the new service contract.
To view the contract templates, 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.
To edit, delete, or create preventive maintenance types, function right 870 - Maintain service configurations is required. Users with the Service desk, Service engineer, Service planner, or Service manager role have this function right.
Note:
The information in this document is applicable to product update 257 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon are mandatory.
Keep in mind: Alternatively, on the Service: Contract templates page, select the check box corresponding to the service contract template that you want to delete, and then click Delete.
Click this to save the service contract template.
Click this to save the service contract template, and create another service contract template.
Note: This button is available only if you are creating a service contract template.
Click this to delete the service contract template.
Note: This button is available only if you have saved the service contract template.
Click this to exit.
Your division will be displayed. This information cannot be edited.
Type a code for the service contract template. This is mandatory.
Note: This field cannot be edited once you have saved the service contract template.
Type a description for the service contract template. This is mandatory.
Select this check box to activate the service contract template. By default, this check box is selected.
Type or select a contract account for the service contract template.
Select the contact person for the service contract template. You can select No default, Main contact person of contract account, or Select. By default, Main contact person of contract account is selected.
Select the type of service address for the service contract template. You can select No default, Delivery, Postal, or Visit. By default, No default is selected.
Select the main contact person for the service contract template. You can select No default, Main contact person of contract account, or Select. By default, No default is selected.
Select the type of project for the service contract template. You can select No default, Select, or New Project. By default, No default is selected.
Type or select a project for the service contract template.
Note: This field is available only if you have selected Select at Project: Origin.
Select the origin of the division for the service contract template. You can select Select, Contract account, or Creator. By default, Contract account is selected.
Type or select a division for the service contract template.
Note: This field is available only if you have selected Select at Division: Origin.
Type or select a contract type for the service contract template.
Select the origin of the cost center for the service contract template. You can select Select, Contract account, or Creator. By default, Contract account is selected.
Type or select a cost center for the service contract template.
Note: This field is available only if you have selected Select at Cost center: Origin.
Type or select a cost unit for the service contract template.
If this section is defined and the contract template is added to the service contract, the values in this section will be displayed in the new service contract. However, the values in the service agreements that are linked to the contract template will be based on the values defined in the Indexation section for the contract template.
Select whether you want the contract template to be indexed. If Blocked is selected, the contract template will not be indexed. Select Not blocked to index the contract template. By default, Not blocked is displayed.
Select a month for the indexation for the service agreement. You can also leave the field blank if you do not want to select a month.
Select the type of index for the contract template. Select Index with percentage or Index with amount. By default, Index with percentage is displayed.
Type the percentage for the index. This field is mandatory.
Note: This field is available only if Index with percentage is selected at Indexation: Type.
Type the amount for the index. This field is mandatory.
Note: This field is available only if Index with amount is selected at Indexation: Type.
Select the origin of the invoice account for the service contract template. You can select No default, Select, Contract account, Invoice account of contract account, Parent account of contract account, or Reseller of contract account. By default, Invoice account of contract account is selected.
Type or select an invoice account for the service contract template.
Note: This field is available only if you have selected Select at Invoice account: Origin.
Select a status for the invoice for the service contract template. You can select Not blocked or Blocked. By default, Not blocked is selected.
Select the origin of the currency for the service contract template. You can select No default or Select. By default, No default is selected.
Type or select a currency for the service contract template.
Note: This field is available only if you have selected Select at Currency: Origin.
Type or select the relevant selection code. The selection codes that are displayed for selection are retrieved from Exact Globe.
Select the grouping for the invoice lines for the service contract template. Select No grouping if you do not want the invoice lines to be grouped, or By agreement to group the invoice lines by agreement.
Type or select an invoice account for the invoice account for the service contract template.
Note: This field is available only if you have selected Select at Invoice account 1 - 5: Origin.
Select the type of invoice for the service contract template. You can select Start date (+) (invoicing interval (line)), or Fixed day interval (line). By default, Start date (+) (invoicing interval (line)) is selected.
Select the frequency of the invoice for the service contract template. You can select Yearly, Monthly, 4-weekly, Weekly, or Once-only. By default, Yearly is selected.
Note: Only Yearly and Monthly is available for selection if Fixed day interval (line) is selected at Invoicing type.
Select the month, and then the date the service contract will be invoiced. By default, January, and 1 will be selected.
Note: This field is available only if you have selected Fixed day interval (line) at Invoicing type and Yearly at Invoice frequency.
Select the month the service contract will be invoiced. By default, 1 is selected.
Note: This field is available only if you have selected Fixed day interval (line) at Invoicing type, and Monthly at Invoice frequency.
Select the origin of the start date for the invoice. You can select No default, Select, or Current date. By default, Current date is selected.
Type or select a start date for the invoice for the service contract template.
Note: This field is available only if you have selected Select at Start date: Origin.
Select the origin of the end date for the invoice. You can select No default, Select, Current date, Current date + number of days, or Start date + number of days. By default, No default is selected.
Type or select an end date for the invoice for the service contract template.
Note: This field is available only if you have selected Select at End date: Origin.
Type the number of days to the end date of the invoice.
Note: This field is available only if you have selected Current date + number of days or Start date + number of days at End date: Origin.
This section displays the agreements linked to the service contract template. You can also link agreements to the service contract template by clicking Add. However, you can link agreements to the service contract template only after the service contract template has been saved. For more information, see Creating and maintaining agreements for Service management.