Procedures

There are three (3) methods to create a Service Contract:

1. “Manually” through the Customer or Site record
2. After the substantial completion phase(s) of a Project, create a Service Contract from the Project, thereby allowing us to seamlessly roll Projects into Service Contracts
3. After selling a Service Contract, i.e. by creating an Opportunity, processing the Quote, and finally creating a Service Contract from the Sales Order

Create a Service Contract manually

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Create a Service Contract from Customer Site

1. Go to Sales or Service > Customers
   • Search for the Customer record and click on the Sites tab
   • Drill in to the Site for which you wish to create the Service Contract
2. On the Site > Service Contracts tab, click the grid Add icon (this instruction assumes that you already have Products listed on the Products tab.  If this is not the case, add your Products first to the Products tab)
   • • Fill out the Service Contract attributes including Line Item details, e.g.
       • Start / End Dates, Statuscode, Bill Frequency, Bill In Advance Days, Renewal Type, Tax Code, Company, Branch, Department
       • Reference further setup steps, as required prior to first time invoicing
       • Notice the system has assigned a unique Service Contract number for this record.  This will be added automatically by the system
3. One the Line Items tab, select the Items you would like to appear on this Service Contract
   • If the Item you wish to add is not already on the Site Products tab, you may add it from the Line Items tab (ADD icon drop down list).  You may
     • Add Products from Customer
     • Add Products from Ship Site
     • Add any Product (this will allow you to search for a Product)
4. When the Select Products to Add window opens, use the checkboxes to select desired Items and the click the Select button.  Note: make sure when you are adding a Master to a Service Contract, confirm that it has the correct Deferred Revenue Account set up.
5. Click the Save icon