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Service Management: Closer look at contracts

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

Exact is currently developing a new Service Management solution. The team has created this video to give you a global preview about what you can expect from the solution which will be available soon. However we would like to take you a little bit more in depth for Service Contracts at this stage.

The service contract is optional but can be used to register the agreements made with the customer. For an easy and uniform contract entry, it is possible to create agreement sets containing different agreements, which can be added to a contract as a set. Templates can be created with pre-filled contract information. This means you only have to select the configuration; it is optional to select which agreement applies to which configuration item or part. To make sure the right prices are used when creating agreements for an item, you can define default contract rates. These can be invoiced periodically, or the agreements can influence the service activity process. You can also define when and how often preventive maintenance will be done, and which service activities can be created in a batch.

Please take a look at the video!

 

Feedback is highly appreciated!

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