How do I set up general rules for service contracts?
Here are the steps to manage contract rules in service contracts:
- Navigate to Contracts in the Contract Management work area.
- Open Manage Contract Rules: Expand the tasks side panel and look in the Setup category.
- 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
- 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.