You define service contracts between your company and its customers. The contracts include items managed by serial numbers that the company supports, daily service hours, and even an obligatory resolution time for solving customer problems.

The contract template enables you to work with several basic contracts at one time and simplifies the creation of service contracts for each customer. When you create a new contract, you must base it on a contract template; coverage details are copied automatically from the contract template. For example, if you add an attachment to a contract template, the attachment is then copied to all service contracts based on the template.
Procedure

You use a valid contract template:

  • To specify a warranty template for items with serial number management (Item Master Data window, General tab). Then, when you create an A/R invoice or delivery for this item, SAP Business One automatically creates a contract for the customer for this item.
  • To simplify the creation of a contract by using a predefined template instead of defining all the fields in the contract manually (Service Contract window, General tab).

Adding a Contract Template

1) From the SAP Business One Main Menu, choose: Administration > Setup > Service > Contract Templates.

The Contract Templates – Setup window appears.

2) Switch to Add mode.

3) Enter a new contract name, select a contract type, and define its duration.

4) On the Coverage tab, define the days and hours of service to which you are committed to provide service to your customers.

5) On the Remarks tab, enter any remarks related to the contract template.

6) On the Attachments tab, attach any necessary documents and other files to the service contract, such as a printed copy of the contract.

You can browse, display, and delete attachments.

    • To attach a file, choose the Browse button and select the desired file.
    • To display a selected file, click the file path, as displayed on the Attachments tab, and choose the Display button.
    • To remove an attached file, click the file path and choose the Delete button.

7) To add the contract template, choose the Add button.

 

Updating a Contract Template

You can update templates at any time, but you cannot delete contract templates. However, you can define the templates as Expired. You can no longer use this template to create new contracts or renew existing contracts that are based on this template.

1) From the SAP Business One Main Menu, choose: Administration > Setup > Service > Contract Templates.

The Contract Templates – Setup window appears.

2) Switch to Find mode.

3) Specify the contract name and choose Find.

The contract template you want to update is displayed.

4) Make the necessary changes and choose Update.

 

Duplicating a Contract Template

In order to create numerous templates with slight differences among them, you can duplicate an existing contract template.

1) From the SAP Business One Main Menu, choose: Administration > Setup > Service > Contract Templates.

The Contract Templates – Setup window opens.

2) Switch to Find mode.

3) Specify the contract name and choose Find.

The contract template you want to duplicate is displayed.

4) Right-click anywhere in the general area and choose Duplicate. Alternatively, from the menu bar, choose: Data > Duplicate.

A new duplicated template opens; the name of the original template is deleted.

5) Specify a new name and make the required changes.

6) To add the new contract template, choose the Add button.