Adding Products to a Service/Maintenance Contract
You can add products, product families, or product lines to a Service/Maintenance Contract to ensure they are covered under the contract terms.
To add products to an existing Service/Maintenance Contract:
1. From App Launcher, search for and select Service/Maintenance Contract.
2. In the Contract Name/Number column, select the contract name.
3. Select the Related tab.
4. In the Covered Products section, click New.
The New Covered Product pop-up window is displayed.
Provide the details for the fields as described in the following table.
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Field
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Description
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General
Fields marked with * are mandatory.
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Service/Maintenance Contract
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The Service/Maintenance Contract field displays the name of the contract. This field automatically populates the Contract name. This is a lookup to an existing Service/Maintenance Contract in ServiceMax. Search for and select the contract to which you want to add the covered product.
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SLA Terms
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The SLA Terms field displays the service level the customer is entitled to under this contract for the product. This is a lookup to an existing SLA Terms record. Search for and select the appropriate SLA Terms, if applicable.
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Start Date
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The Start Date field displays the coverage start date for the product in the Service Contract or Warranty. Select the date when entitlement begins.
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End Date
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The End Date field displays the coverage end date for the product in the Service Contract or Warranty. Select the date when entitlement ends.
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Currency
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The Currency field displays the currency for coverage. Select the currency. The default is USD (U.S. Dollar).
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Installed Product
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The Installed Product field displays the ID of the installed product covered by the Service/Maintenance Contract. This is a lookup to an existing Installed Product record in ServiceMax. Search for and select the Installed Product you want to cover.
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Product
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The Product field displays the product covered by the Service/Maintenance Contract. This is a lookup to an existing Salesforce product record. Search for and select the Product you want to cover.
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Product Family
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The Product Family field displays the family of products covered by the Service/Maintenance Contract. The list of values is configured by the administrator. Select a Product Family from the list.
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Product Line
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The Product Line field displays the line of products covered by the Service/Maintenance Contract. The list of values is configured by the administrator. Select a Product Line from the list.
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Notes
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The Notes field displays additional information about the covered product. Enter additional information about the entitlement provided by this product or group of products.
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5. To complete the action, do one of the following:
◦ Click Save to apply the changes.
◦ Click Save & New to save the changes and open a New Covered Product window to add another product.
◦ Click Cancel to discard your changes.
A new product record is added to this Service/Maintenance Contract.
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A Service/Maintenance Contract can include an unlimited number of products. Repeat these steps for each product, product family, or product line you want to associate with the contract.
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