Exact Synergy Enterprise

Overview of agreement sets for Service management

Menu path

Service management à Setup à Contracts à Agreement sets 

Introduction

This page allows you to view and search for agreement sets for the division.

Roles and rights

To view agreement sets, function right 863 – View service agreement sets is required. Users with the Service desk, Service engineer, Service planner, or Service manager role has this function right.

Notes:

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I view agreement sets?

1. On the Service: Agreement sets page, define the division at Division under the Criteria section.
2. Click Refresh.
3. Select the required agreement set under the Code column. For more information, see Creating and maintaining agreement sets for Service management.
4. Click Close to exit.

How do I create agreement sets?

1. On the Service: Activity sets page, define the division at Division under the Criteria section.
2. Click New.
3. Define the fields. For more information, see Creating and maintaining agreement sets for Service management.
4. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I delete agreement sets?

1. On the Service: Activity sets page, define the division at Division under the Criteria section.
2. Click Refresh.
3. Select the required agreement set to be deleted under the Code column.
4. Click Delete. A message “Are you sure that you want to delete this record?” will be displayed.
5. Click OK.

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