Assumptions:
- Previously, a Sales Opportunity was defined with key values, including the Recurring Monthly Revenue (“RMR”) informational value and the Sale Type value (configured to create a Service Contract upon approving the Order)
- A Sales Quote – with M Type warr/def rev flagged Line Item (recommended) upon which the Service Contract will be based – was created from that Sales Opportunity, and later converted to the corresponding Sales Order
- Go to the Sales Order and process it to “Approved” Status
- System will prompt you with “Create Service Contract for Warranty Items from Order?”
- Confirm you wish to proceed
- Notice system creates a Service Contract
- It is associated with the appropriate Customer and most of the header information is pre-filled
- In Edit mode, validate and continue to set up the Service Contract including the details and Line Items
- Refer to the Recurring Monthly Revenue (“RMR”) intended value from the Sales Order