Assumptions: We have a Project with additional shipped A / Q / K Master Item Type(s) that is / are nearing ‘substantial completion’ and a new Product / System has been created from the Project. Now, we would like to add that new Product / System directly under an existing Service Contract’s Product / System Coverage
- On the Project Extended Menu, select the Create Warranty Service Contract
- Select Warranty Items and Products grid will open, listing any Product / System on the Project
- Highlight the new Product / System(s) you wish to cover under this new Service Contract, then click Select button
- A pop-up prompts you whether to “Create new Contract or update existing Contract?”
- Click the “Update” button
- Another pop-up prompts you to Select Service Contract from the list
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- Select the Service Contract and click the “Select” button
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- System displays the updated the Service Contract you selected
- Notice the Line Items tab now displays the additional row(s) for the Product / System(s)
- You may adjust the row(s) attributes and details as required