Service Contract Creation from Sales Order

Navigation: - Order Management Super User, Vision Operations (USA) àOrders, Returns àSales Orders

Enter header level information as shown below

Go to line items and create lines for service item.

Here we are taking other product as RAM and going to provide service to this RAM Item. Service Item taken is FSPM1000.

In the first line product is added (RAM).

Now we are going to provide Service to this item using FSPM1000 item.

And go to services tab.

Enter reference type as Order, Order Type as Mixed which is taken at header level of that order and enter 68300 which is nothing but the same sales order, just because we are going to provide the service to the item in this sales order only. Then enter line number and shipment number.

Scroll to right. We can see line number and shipment number here.

Scroll to right.

Enter service start date, end date. By this service duration and period will be populated automatically.

And then book the order.

Now see the line status of the order.

Then ship the order. Go through the normal process to ship the order and close the order.

Book the orderàpick release àShip confirm àworkflow background process to close the order

Pick release = Order Management Super User, Vision Operations (USA) àShipping àRelease Sales Orders à Release Sales Orders.

Ship Confirm = Order Management Super User, Vision Operations (USA) àShipping à Transactions

To close the order = Order Management Super User, Vision Operations (USA) àview àrequests à submit request (Workflow background Process)

Now check the sales order line level whether it is closed or not.

Now go to service contracts responsibility.

Run the Service Contracts Order Processing Program to import the service from order management as shown below.

Then provide parameter as All and click on ok button and submit the program.

Click on submit button after clicking ok button.

Now we can check the service contract created for this sales order number.

Navigation: - Service Contracts Manager, Vision Enterprises à Contract Administration à Launch Pad

Open any of the contracts by clicking open button as shown in above screen.

Now press f11 to enter into query mode. And enter order number at order field just below to the contract number field and press Ctrl +f11 to query the records based on that order number.

By this we can see the service contract created through sales order. Now you can generate bills to this order.