Copy Service Contract

Explanation

Use this activity to create a new service contract by copying existing information. You can choose to copy the SLA of the contract, invoice plan settings, additional customers and service lines (maintenance or vehicle). In addition you can choose to update the dates of the new service contract to reflect the system date.

Prerequisites

A service contract should exist in the system.

System Effects

As a result of this activity a new service contract will be created with the duplicated information. The new service contract will receive the status Planned.

Window

Service Contract

Related Window Descriptions

Service Contract
Copy Service Contract

Procedure

  1. Open the Service Contract window and query (F3) for the service contract that should be copied.
  2. Press F6 or right-click the window and then click Copy. The Copy Service Contract dialog box appears.
  3. Select one or more of the available check boxes depending on the information you wish to copy. If no selections are made, only the information defined in the header section of the Service Contract window will be copied.
  4. Enter a new contract identity.
  5. Click OK.