Associate an install base to a service contract

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Associate install base items with a service contract to see the list of all the different service contracts that are associated to an install base item in the Customer Service Management application. By associating an install base, you can set a relationship between an install base and a contract.

    Vorbereitungen

    Role required: sn_customerservice_manager and admin

    Warum und wann dieser Vorgang ausgeführt wird

    Associate install bases to service contracts to access all the contracts that are related to the parent install base item.

    Prozedur

    1. Navigate to All > Customer Service> Contracts> Service Contracts.
    2. Open the contract that you want to associate the install base to.
    3. Select New.
    4. Create an association by selecting a value for the Install base Item field.
    5. Select Submit.