Adding Products to a Service/Maintenance Contract
To add products to an existing Service/Maintenance Contract:
1. Locate the Service/Maintenance Contract by searching in the sidebar or from a list view in Service/Maintenance Contracts tab and then click the contract name to which you want to add products.
2. Click New in the Covered Products Related List section. The Service/Maintenance Contract name is automatically populated in the screen.
3. Enter the Installed Product ID or Product Name, if the contract covers a specific installed product or a part number. You can also use the Lookup icon to locate the installed product or product.
4. Select the appropriate value from the Product Family or Product Line, if the contract covers all the products in a Product Family or Product Line.
5. Click Save. A new product record is added to this Service/Maintenance Contract.
 |
A Service/Maintenance Contract can have an unlimited number of products. Repeat the above steps for each product (or family or line) you want to associate with the service/maintenance contract. You can also click Save & New after creating a new service/maintenance contract product record.
|