There are two use cases for linking Vendor(s) to a Service Contract
- Associate one Vendor’s Contract for all Items on that Service Contract:
- On Service Contract record put the form in EDIT mode using the Edit icon
- On the Line Items tab, click Line Items grid ADD icon and select Add a Misc Item
- Double click in the appropriate cell to edit the Description to refer to the Vendor’s Contract
- On Vendor sub tab for this Item, fill out the associated Vendor Service Contract coverage details:
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- Vendor Cust No: Search and select the associated Vendor Name (assumption: the Vendor record exists)
- Start Date, End Date: coverage dates
- Vendor Ref No: the Vendor’s Contract No.
- Vendor Cost: the Cost you pay the Vendor for the coverage dates specified
- Status: select from list of values as configured in your system
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- Click the Service Contract form SAVE icon
- Associate a Vendor’s Contract at the Line Item level:
- On Vendor sub tab for the selected Line Item, fill out the associated Vendor Service Contract coverage details (as described above)
- Repeat for every Line Item, as needed
Tip: Proactively monitor the Vendor Service Contracts that come up for renewal: Service Main Menu > Work Queues > Vendor Service Contract Renewals