Setting Up Product Lines for Contract Renewals
Tracking product lines gives you another level of reporting beneath the item. Product lines also determine which transaction lines are considered when calculating support or maintenance costs if you charge maintenance or support as a percentage of license. For example, you might have a software product line that includes individual items for product licenses, module licenses, and maintenance/support contracts. You can also inactivate any product lines at any time.
An administrator can create product lines that reflect your company’s product offerings.
To create product lines:
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Go to Customization > List, Records, & Fields > Record Types.
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Click the New Record link for Product Lines.
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Enter a name for the product line.
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Click Save.
You can set the product line in the Product Line field of item records. For information about setting up items for Contract Renewals, see Setting Up Items for Contract Renewals.