Service Contract Proforma Processes Screen
Click Home > ServiceMax Setup > Service Contracts > Service Contract Proforma Process. The Standard and Custom Service Contract Proforma Processes Screen displays. See figure below:
In the Standard Service Contract Proforma Processes screen:
• To view a standard service contract Proforma invoice process, select a process and click the View button.
• To clone a standard process, select a process and click the Clone button. Edit the available fields, text boxes, and picklists in the Setup Service Contract Proforma Process screen.
• To return to the Setup Home page, click the Back To Setup Home button.
In the Custom Service Contract Proforma Invoice Processes screen:
• Click the New button to create a new custom process.
• Click the Edit button to edit a custom process.
• Click the Clone button to clone a process.
To delete a process, click the Delete button.