Create a service agreement from Service

  1. Click > Common Forms> .

  2. Press CTRL+N to create a new service-agreement line in the top half of the form, enter a reference to a project, and fill in the rest of the fields for the service agreement. For more information, see Service agreements (form).

  3. Click the button and select the submenu item or the submenu item to create service object relations or service task relations for the service agreement. The service objects and tasks that you have created relations for can be attached on the lines of the service agreement.

  4. In the lower half of the form, create service-agreement lines by copying lines from a service template, another service agreement, or manually creating the service-agreement lines.

Note Note

If you copy lines into the service agreement from another service agreement, you can indicate whether you also want to copy service-object and service-task relations. If you copy these relations, they are added to any existing relations on the service agreement. If you copy service-agreement lines from a service template, the service-object and service-task relations are automatically copied as service-object relations and service-task relations on the new service-agreement lines.

Create a service agreement from Project

  1. Click > .

  2. In the form, select > .

  3. Follow the procedure "Create a service agreement from Service" above. The project reference is registered automatically.

See Also