Assumptions:
- The Project has an M Type warr/def rev flagged Line Item (recommended) upon which the Service Contract will be based
- The Product / System has been created from the Project (watch above video minutes 00:00 – 01:56 for a quick reminder of how to do this if it has not already been done)
- On the Project Extended Menu, select the Create Warranty Service Contract
- Notice a list of all Warranty Revenue Deferred Line Items appears, along with any Product / System on the Project
- Highlight the M Type warr/rev def flagged Line Item, and the Product / System(s) you wish to cover under this new Service Contract, then click Select
- A prompt will appear: “Create new Contract or update existing Contract?”
- Click the “Create” button
- Specify the Contract Start and End Dates
- e.g. for a year-long Contract, select date Oct 1, 2025 to Sep 30, 2026
- Click “Submit” button
- System will automatically create the Service Contract with a new Service Contract Number
- Notice the Header and Line Items tabs prefill the attributes you selected above, including the Product / System(s) and M type Line Items
- Complete further Service Contract setup steps prior to first time invoicing