How do I create a Service Contract?

You can create a service contract in the following ways:

• Service Contracts module (using the Add Service Contract button)
• Quick Create (every screen of the CRM) 

Creating a Service Contract from the Service Contracts module

Review the fields on the screen and keep the data you want to enter ready before you start creating a Service Contract.
Follow these steps to create a Service Contract from the Service Contracts module:

1. Log in to the CRM.
2. Click the main Menu.
3. Go to the Help desk.
4. Go to Agent Enablement.
5. Click Service Contracts. The Service Contracts page opens.   
6. Click + Add Service Contracts. The Creating Service Contract window opens.  
7. Enter or select the following information:
   1. Subject - Type the subject name.
   2. Type - Enter the type of the contract.
   3. Related To - Select the Related To field.
   4. Assigned To - Select to whom the contract is assigned.
   5. Priority - Select the priority.
   6. Status - Select the status of the contract.
   7. Tracking Unit  - Select an Option (Hours, Days, Incidents). 
   8. Used Units - Automatically updated when the Status field of the Case associated with the Service Contract is set to Closed.
   9. Total Units - Enter the number of service instances you would offer.
   10. Contract Start Date - Enter the date on which the Service contract begins. 
   11. Contract End Date - Enter the date on which the Service contract ends. 
   12. Contract Name - Enter the name of the Contract.  
   13. Remaining Units - Enter the remaining units.
8. Click Save.

Note: When a Case related to a Service Contract is closed, the CRM checks the Hours and Days fields of the Case record and updates the Used Units field in Service Contracts accordingly.

Creating a Service Contract using Quick Create

You can create a Service Contract by using the Quick Create icon, which is available in all CRM screens. You can enter basic details and return later to enter the rest. This might be helpful if you are running out of time.
Follow these steps to create a Service Contract using Quick Create:

1. Log in to the CRM.  
2. Click the +Quick Create icon on the top right corner.
3. Scroll down to Service Contract or type Service Contracts in the Search field.
4. Click Service Contract. The Creating Service Contract window opens.
5. Enter or select the following information:
   1. Subject - Type the subject name.
   2. Type - Enter the type of the contract.
   3. Related To - Select the Related To field.
   4. Assigned To - Select to whom the contract is assigned.
   5. Priority - Select the priority.
   6. Status - Select the status of the contract.
   7. Tracking Unit  - Select an Option (Hours, Days, Incidents). 
   8. Used Units - Automatically updated when the Status field of the Case associated with the Service Contract is set to Closed.
   9. Total Units - Enter the number of service instances you would offer.
   10. Contract Start Date - Enter the date on which the Service contract begins. 
   11. Contract End Date - Enter the date on which the Service contract ends. 
   12. Contract Name - Enter the name of the Contract.  
   13. Remaining Units - Enter the remaining units.
6. Click Save.