Define the
warranty covered for the products sold to the customers.
Before you begin
Role required: admin
Procedure
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Navigate to .
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Select New.
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On the Contract form
Contract form,
fill in the fields.
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Select Save.
The
Entitlements,
Assets
Covered,
Terms and
Conditions,
Contracts,
Cases,
and Products
Covered related lists are displayed.
-
On the Products
Covered related list, select Edit to
associate sold products to the contract.
The list of sold products displayed is filtered based on the account. Select Run filter to see a list of all sold products, but you can only add the sold products that belong to the account
selected or to the account hierarchy.
-
Select Submit.
You can also select Submit For Review to place the contract in the
Draft
state and send an email to the
approver
to review the contract.