Create a service contract

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Generate a service contract that acts as an agreement between the customer and the organization.

    Before you begin

    Role required: sn_customerservice_manager and sn_ind_tmt_orm.order_admin

    About this task

    A contract includes the consumer or account details, the products covered, and the period for contract activation.

    Procedure

    1. Create a service contract in the ServiceNow AI Platform interface or the CSM Configurable Workspace.
      InterfaceAction
      Platform interface Navigate to All > Customer Service > Contracts and Entitlements > Service Contracts.
      CSM Configurable Workspace
      • Navigate to All > Workspace Experience > Workspaces > CSM/FSM Configurable Workspace.
      • In the list view, navigate to Contracts and Entitlements > Service Contracts.
    2. Select New.
    3. On the Service contract form, fill in the fields.
      For a description of the field values, see Service contract form.
    4. Select Submit.
      The service contract is created in either of the following states:
      • Draft state, if the start date of the contract is after the current date.
      • Active state, if the start date of the contract is the current date or a past date.