Package - SAs To Create
This information on this page controls the type of service agreement(s) / service point(s) that are created if this package is selected on an order.
Refer to The Big Picture of Campaigns, Packages and Orders and Designing Campaigns and Packages for more information.
Open this page using Sales & Marketing, Package and navigate to the SAs To Create tab.
Description of Page
Package contains a concatenation of basic information about the package. Package ID is the system-assigned unique identifier of the package. These values only appear after the order is added to the database.
This following information is not intuitive; we strongly recommend that you follow the guidelines under Designing Campaigns and Packages before attempting to enter this information.
The SAs To Create scroll contains one row for every service agreement that will be created if this package is selected on an order. The following fields are used:
- CIS Division and SA Type define the type of service agreement to be created.
- Start Option controls how the system will populate the new service agreement with default values. Refer to start options for more information.
- SP Type defines the type of service point that will be created / reused. Refer to Designing SP Types for more information.
- Start Method Algorithm controls how the system creates the new service agreement and service point. Refer to Determine The Method Used To Create Service Agreements for more information.
- Create Proposal SA controls if the new service agreement is a real or a proposal SA. This switch only appears if the quotation Contract Management module is not turned off. Refer to Proposal Service Agreements Must Exist for more information.