Define Service Contract Header
Explanation
Use this activity to define the service contract header.
Prerequisites
- Contract type should be defined in
Service Contract Basic
Data.
- Coordinator should be defined in
Coordinators.
- Customers should be defined in
Customer.
- Contract managers should be defined in
Person.
- Currency codes should be defined in Currency Codes.
- Sites should be defined and connected to the user in the
Site window.
System Effects
As a result of this activity a new service contract
will be created. The new service contract will receive the status Planned.
Window
Service
Contract
Related Window Descriptions
Service Contract
Procedure
- Open the
Service Contract window and
create a new record (F5).
- Enter a unique identity for the service contract
in the Contract ID field. You may also leave the field empty if you prefer
the system to automatically assign an identity.
- Enter the description of the service contract in
the Contract Name field.
- Enter values in the following fields depending on
your preferences: Coordinator and Contract Manager. Use the List of
Values to select suitable values.
- Enter the identity of the customer to whom this
contract is applicable in the Customer No field and the currency code in the
Currency field.
- Change the value in the Date From field and
enter an expiry date if required.
- Optionally, select Include Objects added to Structure to set
automatic inheritance of service lines to the child objects to be connected
to objects/object structures in service lines.
- Click OK.