Add contract lines to a service contract

  • Release version: Yokohama
  • Updated June 25, 2025
  • 1 minute to read

    • Add one or more contract lines to a service contract on the CSM Configurable Workspace.

    Before you begin

    Role required:
    • To create an order, you need sn_customerservice_manager and sn_ind_tmt_orm.order_agent.
    • To create a quote, you need sn_customerservice_manager and sn_sales_common.sales_agent.

    Procedure

    1. Navigate to All > CSM/FSM Configurable Workspace..
    2. In the Contracts and Entitlements list, select Service Contracts.
    3. In the Contracts and Entitlements - Service Contracts list, select the service contract to add more contract lines.
    4. On the Service Contract form, select Add Contract Line.
      The target entity is created depending on the rules set in the Customer Life Cycle Workflows Policy decision table. For more info, see Configuring Customer Life Cycle Workflows Policy decision table.
      • If the selected target entity is a quote, a quote to create new service contract line is created.
      • If the selected target entity is an order, an order to create new service contract line is created.
      The Existing contract field will refer the current service contract. All the other fields like Contract start date, Contract end date, and contract renewal fields will be auto-populated with the current contract details.
    5. In the Catalog tab, add products to the new quote or order that is created.
      For more info, see Add products to a quote.
    6. Select Submit for approval.
    7. In the Order Line Items related list, double-click the State value of the parent order line and set it to Completed.
      On the Service Contract Line related list, a new service contract line is created and added.