Asset 360 Suite > Asset 360 for End Users > Locations > Creating Service Contract from Location
Creating Service Contract from Location
To create a Service Contract and its related line items automatically from a Location record, perform the following steps.
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Pre-requisites:
• Associated Location in the Location record is mandatory to create a Service Contract. Refer to the Associated Locations section for more details.
• Populate the Location record in the Asset object field and that Asset should be visible in the Related list of the Location object.
1. Launch the Location record for which you want to create a Service Contract with the Line Items.
2. Navigate to Service Process Wizard > Location Actions > Create Service Contract.
3. Provide the details for the fields explained in the following table.
Field Name
Field Description
Fields marked with * are mandatory.
Location
This field is preselected from the Location Name and cannot be edited.
Account*
Select the Account from the available list.
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• This shows only the list of Accounts that are linked to the Associated Location.
• If there are no Associated Location for the parent Location, this field shows no data.
Service Contract Plan*
Select the Service Contract Plan from the available list.
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• It shows only the active Contract Plans.
• You can search for the required Service Contract Plan. The search result is displayed as you start typing the keywords.
• If there are multiple Assets with the same Product and Account, and the Contract Line Item Plan of the selected Service Contract Plan has the same Product, then creating a Service Contract from the Account creates Contract Line Items for each Asset.
Service Contract Name*
Enter a name for the Service Contract.
Service Contract Description
Enter a description for the Service Contract.
Service Contract Start Date
Select a start date for the Service Contract.
4. Click Next. The Manage Contract Line Assets page is displayed.
5. Click Create Service Contract. The Service Contract Creation Progress page is displayed with the real-time progress bar.
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• Click View Progress in Authoring Log to view the real-time status of Service Contract creation.
• The Service Contract Creation Progress page is displayed only if the Contract Line Assets record count is between 5000 and 15000.
• If the Contract Line Assets record count is more than 15000, the Create Service Contract button is disabled. An error message "Service Contract cannot be created for more than 15k assets using authoring" is displayed.
After successful completion, a confirmation message is displayed and the Service Contract details page is displayed.
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