Service Templates

A service template is a set of services and inventory items that is used to create service contract schedules. Using service templates helps to reduce the time that would be spent entering the service data into the contract when the appropriate user creates the schedule.

In this topic, you will read about creating service templates in the system and adding them to a contract schedule.

Creating a Service Template

You can create a service template on the Service Templates (FS204900) form. On this form, you enter the identifier of the template, the description, the service order type, and you add the services (and any stock items) that will be used with this template. For details, see To Create a Service Template.

You can use the service templates when you schedule service contracts on the Service Contract Schedules (FS305100) form.

Adding Service Templates to a Schedule

To speed up the process of adding services and inventory items to the service contract schedule, on the Details tab of the Service Contract Schedules (FS305100) form, you add an appropriate service template by selecting Service Template in the Line Type column and selecting the service template in the Service Template ID column.

On the Service Contracts (FS305700) form, you can view the services, service templates, and inventory items that were added to the schedules of a particular contract on the Services and Details tabs. You can also view the prices of the services and the stock items of the contract on the Service Prices and Inventory Item Prices tabs of the Service Contracts form, respectively.