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Exact Synergy Enterprise   
 

Searching for service contracts for Service management

Menu path

Service management à Reports à Contracts à Search 

Introduction

This page allows you to search for contracts that have been created for the services.

Roles and rights

To search for service contracts, function right 851 – View service contracts is required. Users with the Service desk, Service engineer, Service planner, or Service manager role have 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 search for service contracts?

  1. On the Search: Service contracts page, define the fields.
  2. Click Show.

How do I view service contracts?

  1. On the Search: Service contracts page, define the fields.
  2. Click Show.
  3. Select the required service contract that you want to view under the Contract number column. For more information, see Creating and maintaining service contracts for Service management.

How do I view the total number of service contracts?

  1. On the Search: Service contracts page, define the fields.
  2. Click Count. The total number of service contracts will be displayed based on the search criteria.
  3. Click Result to view the list of service contracts based on the search criteria or Search to return to the Search: Service contracts page.

How do I clear the customized fields?

  1. On the Search: Service contracts page, click Default.

Tips and tricks

You can customize the fields and columns that you want to be displayed on the page by clicking Customize.

Buttons Fields

Related documents

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 22.546.959
 Assortment:  Date: 24-03-2015
 Release: 250  Attachment:
 Disclaimer

Attachments
OH-PU255-Searching for service contracts for SM01.docx 30.5 KB View Download