Prerequisites

Before you enter service contracts, you must:

• Create an address book record for customers for whom you want to create a contract.

  The system creates an extension table (F1797) to the address book that stores additional SWM address book information.

• Set up the document types used for supplier and service contracts.

• Set up the line types used for supplier and service contracts.

• Add accounts receivable information to the customer record.

• To price contracts, set up advanced pricing information.

Before you create contract prepayment transactions, you must:

• Set up the Payment Instrument UDC (00/PY).

• Set the prepayment processing option on Contract Revisions (P1721) to prepay.

Before you can generate contract renewal letters, you must set up the MailMerge template.