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request contract . create Action PM on service line does'nt exists


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  • Do Gooder (Partner)
  • 55 replies

Hi,

with request contract i don’t see the functionnality to link or add action PM on a service line. It exists with service contract.

to generate workorder from contract . the only possibilty is it to use service contract ?

 

Thanks

 

Regards

Best answer by danhse

Hi @Djedai,

Yes, you are correct. Service Contracts can be used to generate a Work Orders and Request Contract cannot. These are two separated flows, where Service Contracts are used WOs, PM Actions etc., while Request Contracts are used in Requests and Recurring Service Programs.

 

Best regards,

Daniel

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  • Do Gooder (Employee)
  • 11 replies
  • Answer
  • February 14, 2023

Hi @Djedai,

Yes, you are correct. Service Contracts can be used to generate a Work Orders and Request Contract cannot. These are two separated flows, where Service Contracts are used WOs, PM Actions etc., while Request Contracts are used in Requests and Recurring Service Programs.

 

Best regards,

Daniel


Leshika Wijesekara
Sidekick (Employee)
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Hi,

As per the schedule DEMYSTIFIED (24R2),

“The Request Contract is the commercial agreement with a customer and specifies:


• Services (taken from the service catalog) and coverage (i.e., equipment)
• Contract pricing
• Invoicing details
• Benefits
• Renewals
• Preventative maintenance agreements


In contrast to Service Contracts, coverage for a contract line can be defined for models. When a model coverage line is defined, all service objects associated with the model are covered. A request can also be initiated for a model or a service object.

It is possible to create one or more Recurring Service Programs (RSP) directly from the Request Contract (RC). Alternatively, the RSP can also be linked to the Request Contract with every scope linked to a specific contract line.”

 

Request Contract is not connected with WO side.

 

Thanks !

Leshika


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