Contract Name/Number

Name of the Service/Maintenance Contract. This is the document number that is shared with the customer as well.

Account

Customer to whom this Service/Maintenance Contract is sold. This is a lookup to an existing Salesforce account record.

Renewal Number

Renewal number for this contract. Incremented automatically when a contract is renewed.

Renewal Date

Date on which the contract was renewed.

Renewal From

The original Service/Maintenance Contract from which this contract was renewed. This is populated automatically when a Service/Maintenance Contract is renewed.

Sales Rep

Name of the internal sales representative responsible for or involved in selling this contract. This is a lookup to a valid Salesforce user.

Contact

Name of the contact person from the customer account associated with this contract. This is a lookup to an existing Salesforce Contact record.

Active

Flag indicating if this contract is currently active or not. This flag is checked automatically when you activate a contract.

Billing Schedule

Indicates the frequency of how the customer prefers to be invoiced for the contract amount.

Business Hours

This is a lookup to an existing Salesforce business hours record.

Start Date

Start date of the Service/Maintenance Contract. Service Contract should have a valid start date.

End Date

End date of the Service/Maintenance Contract. Service Contract should have a valid end date. End date should be greater or equal to Start date.

SLA Terms

Service level the customer is entitled to by this contract. This is a lookup to an existing SLA Terms record.

Service/Maintenance Contract Notes

Free text that shows any exceptions or conditions that apply when entitling the customer based on this contract.

Contract Price

Total price of the Service/Maintenance Contract before discount.

Discount %

Percentage discount to be applied on the contract price.

Discounted Price

Contract Price minus discount. Calculated automatically.

All Products Covered

Flag that indicates if this contract covers all products purchased by this customer. See Checking Entitlement in Case and Work Order.

All Contacts Covered

Flag that indicates if all contacts from this customer are entitled to support. This flag does not drive any functionality in ServiceMax and is for informational purposes only.

All Sites Covered

Flag that indicates if all customer locations are covered by this contract. This flag does not drive any functionality in ServiceMax and is for informational purposes only.

All Services Covered

Flag that indicates if the customer is entitled to all types of services offered. This flag does not drive any functionality in ServiceMax and is for informational purposes only.

Default Service Groups

Name of the service group to whom the Work Orders can be assigned by default when a case is entitled using this contract.

Default Group Member

Name of the service group member to whom the Work Orders can be assigned by default when a case is entitled using this contract.

Canceled by

Name of the Salesforce user that canceled this Service/Maintenance Contract.

Canceled on

Date/time on which this Service/Maintenance Contract was canceled.

Primary Technician

Primary technician for this service contract. Reference to an existing. Technician record in ServiceMax.

Activation Notes

Service/Maintenance Contract Activation Notes.

Cancellation Notes

Service/Maintenance Contract Cancellation Notes.

Renewal Notes

Service/Maintenance Contract Renewal Notes.

Weeks to Renewal

Number of weeks before the contract expires. This is calculated automatically.