Create business object service agreement

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Create a business object service agreement to define a customer service contract.

You can create agreements based on these business object categories:

  • External

  • Rental

  • All business objects

You can choose from these relation types:

  • All prospects

  • Group of prospects

  • Prospect

Specify a validity period for each agreement.

Link the agreement to a project if it is created for a specific prospect.

This activity focuses on agreements for a specific customer and a business object of type External.

Steps

  1. Go to Work order project planning > Business object service agreements > All business object service agreements.

  2. Click Business object service agreement.

  3. In the Description field, type a value.

  4. In the Service agreement group field, enter or select a value.

  5. In the Relation type field, select 'Table'.

  6. In the Relation account field, enter or select a value.

  7. In the Currency field, enter or select a value.

  8. In the Object filter category field, select 'External'.

  9. In the From date field, enter a date.

  10. In the To date field, enter a date.

  11. Click Project to create new project or select existing Project ID and Project contract ID.

  12. In the Project group field, enter or select a value.

  13. Click new to create Project contract ID or In the Project contract ID field, enter or select a value.

  14. Click OK.

  15. Click Create project.

  16. Click Save.