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
to specify the coverage terms.To use service-contract templates:
- Define the template(s) that you want to use.
- Enter the header data of the service contract or the quotation.
- On the appropriate menu, choose Configuration Lines to start the Contract Configuration Lines (tsctm1110m300) session (or the Contract Quote Configuration Lines (tsctm1110m200) session).
- Specify installation group or serialized items.
- Specify the appropriate contract template.