Service Contract administration

Service Contracts are financial agreements that describe which services are available, how services in a contract are to be rendered, and the financial impact when you use available services.

Administrative tasks include creating new contracts with the Contract wizard, assigning service level agreements to a department or company, editing the Service Contract Control record, defining response level objectives, and integrating a service level agreement with applications.

Service Contract control record

The Service Contract control record contains options that enable you to use service contracts, specify currency denomination and basic unit, and enable other aspects of contract management.

Tip If necessary, press Ctrl + H in the Windows client or press F1 in the Web client to view help from each field in the control record.

Service Contract entitlement records

When a customer contacts a client company and requests service, it is important to determine whether the customer is entitled to additional service. If the contract provides for five service desk interactions, and the customer has five interactions completed, service may be denied.

Because the precise nature of language and rules varies from contract to contract, the process of determining which contract applies at a given time is complex and difficult to generalize. The entitlement determination process identifies the contract and the Service Level Agreement that applies to the current situation. Service Manager uses entitlement records to verify that:

  • The referenced contract permits service at this time.
  • The contact has not exceeded the allocated number of service desk interactions.
  • The contact has not exceeded the contracted number of incidents.

Service Manager checks all of this information automatically from the incident, service desk interaction, or change request if the Service Contract application is enabled. The Service Contract entitlement information appears in each contract on the Details and Rules tabs.

Checklist: Service Contract Management

Before you create individual Service Contracts, you must ensure that related information is also available by configuring each of the following records.

Tip If necessary, press Ctrl+H in the Windows client or F1 in the Web client to view help for each field.

Record Access path
Control record Click Service Level Management > Service Contracts > Edit Control Record
Currency exchange rate Click System Administration > Base System Configuration > Conversion Rates
Currency definition Click System Administration > Base System Configuration > Currencies
Labor performed detail Click Service Level Management > Supporting Data > Labor Performed Detail
Part usage detail Click Service Level Management > Supporting Data > Parts Usage Detail