To use service-contract templates

Service-contract templates enable you to prepare specific details of a service-contract quotation, or of a service contract in advance. The creation time for the service-contract quotation or the service contract is reduced, and the same terms and conditions are applied in similar circumstances.

The Contract Template session enables you to enter the following details:

  • The description.
  • The contract type.
  • The installment template and the currency.
  • The sales-related data, such as effectivity and expiry dates.
  • The duration of the proposed service contract or quotation.
  • The pricing method.
  • The item to which the terms will be attached, if any.
  • If overtime will be allowed.
  • If service-contract changes apply.

After you define the header data of the template, on the appropriate menu, choose Coverage Terms to specify the coverage terms.

To use service-contract templates:

  1. Define the template(s) that you want to use.
  2. Enter the header data of the service contract or the quotation.
  3. On the appropriate menu, choose Configuration Lines to start the Contract Configuration Lines (tsctm1110m300) session (or the Contract Quote Configuration Lines (tsctm1110m200) session).
  4. Specify installation group or serialized items.
  5. Specify the appropriate contract template.