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<ManualTopic ID="/baanerp/ts/onlinemanual/000095" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Service contracts</Title>
		<Keyword><Level1>Contract management</Level1>
			<Level2></Level2>
		</Keyword>
		<Keyword><Level1>Service contracts</Level1>
			<Level2>overview</Level2>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>The Service Contracts menu group is used to create and control <Link href="/baanerp/ts/glossary/glossary#ServicContra.ts" role="glossary">service contracts</Link>.</Paragraph>
		<Paragraph>The <GUIRef href="/baanerp/ts/clm" role="module">Call Management</GUIRef> module provides the functionality to register a request for a service contract (or a service-contract quotation).</Paragraph>
		<List><ListIntro>A service contract consists of:</ListIntro>
			<ListItem>The <Link href="/baanerp/ts/glossary/glossary#000139" role="glossary">service-contract header</Link>, which contains information about the <Link href="/baanerp/tc/glossary/glossary#BusinePartne.tc" role="glossary">business partners</Link>, invoicing, and installments.</ListItem>
			<ListItem>The terms and conditions for the service-contract quotation, such as what is covered and the pricing, along with budget information.</ListItem>
			<ListItem>The <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">clusters</Link> that are covered by the service contract.</ListItem>
			<ListItem>Details of any maintenance plan that belong to the covered clusters.</ListItem>
		</List>
		<Paragraph>The type of terms, and their specification, allow the conditions of the service contract to be varied in a flexible manner. As examples, the type of gross margin control can be varied, along with the budget control, with the calculated results being displayed to the user.</Paragraph>
		<Paragraph>A service contract can be created manually, or by copying one or more <Link href="/baanerp/ts/glossary/glossary#ContraTempla.ts" role="glossary">service-contract templates</Link> into the service contract.</Paragraph>
		<Paragraph>After the service contract has been created, price simulations can be performed. By varying, for example, such things as the pricing method, different final totals can be calculated and displayed, and the best one chosen that is within the gross margin required, or permission can be sought to quote outside of this range.</Paragraph>
		<Paragraph>Once the details of a service contract have been finalized, the <Link href="/baanerp/ts/glossary/glossary#000141" role="glossary">service-contract documents</Link> can be printed and sent to the business partner.</Paragraph>
		<Paragraph>The business partner reviews the service contract, and decides whether to accept, cancel, or modify the service contract.</Paragraph>
		<Paragraph>Modifications are made as required by the business partner.</Paragraph>
		<Paragraph>An accepted service contract quotation can be processed to become an active service contract. There can be only one active service contract for any cluster.</Paragraph>
		<Paragraph>Service orders can be linked to an active service contract. In this case the terms and conditions of the service contract are applied to the service order.</Paragraph>
		<Paragraph>Installments are linked to the service contract. These govern the type, number, and when invoices are presented to the business partner.</Paragraph>
		<Paragraph>An active service contract can be canceled manually, for example if the <Link href="/baanerp/tc/glossary/glossary#SoldtoBusine.tc" role="glossary">sold-to business partner</Link> requests this course of action.</Paragraph>
		<Paragraph>If the expiry date of a service contract is reached, its status is set to <GUIRef href="/baanerp/ts/domains/ctm.scon#expired" role="enum">Expired</GUIRef>. If it is desired to renew the service contract, the expired service contract is copied to a new one.</Paragraph>
		<Paragraph>Once a canceled or expired service contract has had its financial processing completed, its status is set to <GUIRef href="/baanerp/ts/domains/ctm.scon#closed" role="enum">Closed</GUIRef>. <GUIRef href="/baanerp/ts/domains/ctm.scon#closed" role="enum">Closed</GUIRef> service contracts can be posted to history and are then deleted.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>If a service contract is posted to history, its associated invoice installments are posted to history at the same time.</Paragraph>
		</Note>
		<Paragraph>The amount of information that is posted to history is controlled by settings in the <GUIRef href="/baanerp/ts/ctm/tsctm0100m000" role="session">Contract Management Parameters (tsctm0100m000)</GUIRef> session.</Paragraph>
		<Paragraph>An installment template must be specified for a service contract.</Paragraph>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000119" role="manual">To create service contracts</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/ts/onlinemanual/000120" role="manual">To use service contracts</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
