There are two use cases for linking vendor(s) to a Service Contract
- Associate one Vendor’s Contract for all Items on that Service Contract:
- On Service Contract > Line Items tab, click Add icon to select Add a Misc Item
- Edit the Description to refer to the Vendor’s Contract
- On Vendor sub tab for this Item, fill out the associated Vendor Service Contract coverage details:
- Vendor Cust No: Search and select the associated Vendor Name (assumption: the Vendor record exists)
- Start Date, End Date: coverage dates
- Vendor Ref No: the Vendor’s Contract No.
- Vendor Cost: the Cost you pay the Vendor for the coverage dates specified
- Status: select from list of values as configured in your system
- Click the Save icon
- Associate a Vendor’s Contract at the Line Item level:
- On Vendor sub tab for the selected Line Item, fill out the associated Vendor Service Contract coverage details (as described above)
- Repeat for every Line Item, as needed
Tip: Proactively monitor the Vendor Service Contracts that come up for renewal: Service menu > Work Queues > Vendor Service Contract Renewal Q