How do I set up general rules for service contracts?

Here are the steps to manage contract rules in service contracts:

  1. Navigate to Contracts in the Contract Management work area.
  2. Open Manage Contract Rules: Expand the tasks side panel and look in the Setup category.
  3. Add a row to the table.
    Each column in the Condition Columns area of the table acts as a AND condition. If no value is supplied, the column is seen as a full column search. Be sure to supply a value for these columns:
    • Contract Type
    • Business Unit
    • Renewal Rules Template
    • Billing Template
  4. Enter a Precedence value, if necessary. You can select the results for a given combination of conditions, such as Billing Templates, Event Notification Templates, and Renewal Templates.