How to: Create Service Contracts and Service Contract Quotes

You can create a service contract either manually or from a service contract quote. You can use a service contract quote as a forerunner of a service contract, in which your company makes an offer to the customer and obtains customer approval before you can convert it to a service contract. The procedures for creating either a service contract or service contract quote are similar.

To create a service contract or service contract quote

  1. In the Search box, enter Service Contracts or Service Contract Quotes, and then choose the related link.

  2. On the Home tab, in the New group, choose New to create a new service contract or service contract quote.

  3. Fill in the No. field. A dialog box opens, asking whether you want to fill it with the common data from a contract template. If you want to create such a service contract or service contract quote, choose the Yes button. The Service Contract Template List window opens.

  4. Select the appropriate template, and then choose the OK button to use it to create the service contract or service contract quote.

  5. In the Customer No. field on the General FastTab, select the appropriate customer.

  6. Select the Allow Unbalanced Amounts field on the Invoice Details FastTab if you do not want an annual amount difference to be distributed automatically. The values in the Annual Amount and Calcd. Annual Amount fields are not automatically equalized. If you want the program to do automatically distribute any annual amount difference that might occur from a change in the service contract, leave the Allow Unbalanced Amounts check box clear.

  7. Add contract lines to the service contract or service contract quote.

  8. Fill in the rest of the fields in the Service Contract Quote window as needed.

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