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Service Agreement Group

A service agreement group sorts agreements ("annual maintenance contracts", "warranty extensions") and names their service level.

Where
Not on the delivered Service Management menu
Who uses it
The service manager
When
At setup
Needs first
Service Level

What it is for​

Kept for reference. The service agreement screen of this release has no agreement group field.

Every field in plain words​

FieldWhat it meansWhat to put
Service Agreement GroupThe code or number of this recordA short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved
NameThe nameFree text. Required
Service LevelService levelPick a service level
BlockStops the record from being picked on new documentsLeave clear while it is in use

How to configure it​

Add groups only if your reports need them.

Scenarios​

  • A contractor lists AMC contracts apart from warranty extensions. Two groups.

What it is connected to​

If something looks wrong​

  • The group is not offered on a service agreement. The agreement has no group field in this release.