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How to: Set Up Contract Templates

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You can use the Service Contract Templates window to set up contract templates as predefined layouts of contracts that include the most commonly used service contract details. When you create service contract quotes, you can create them by using templates. The fields in the contract quote are filled in automatically with the contents of the corresponding template fields.

To set up a contract template

  1. In the Search box, enter Service Contract Templates, and then choose the related link.

  2. Create a new service contract template. On the Home tab, in the New group, choose New.

  3. In the No. field on the General FastTab, enter a number for the contract template.

    Alternatively, if you have set up number series for contract templates in the Service Mgt. Setup window, you can press the Enter key to enter the next available contract template number. Fill in the other fields if appropriate.

  4. On the Invoice FastTab, fill in the Serv. Contract Acc. Gr. Code field, the Invoice Period, and so on. Fill in the other fields if appropriate.

  5. On the Navigate tab, in the Contract Template group, choose Service Discounts to add contract discounts.

See Also

Tasks

How to: Create Service Contracts and Service Contract Quotes
How to: Add Contract Discounts