Template information can be copied to either a service agreement or to a service order.

Copy service template lines into a service agreement

  1. Click > .

  2. Select a service agreement.

  3. Click and select the submenu item .

  4. On the tab, expand the tree, drill down to the template with the lines that you want to copy to the service agreement, and select the service template.

  5. On the tab, select the check box for the service template lines that you want to copy.

  6. Click OK.

The service template lines are now copied to the service agreement together with the attached service object and service task relations.

Copy service template lines into a service order

  1. Click > .

  2. Select a service order.

  3. Click and select the menu item.

  4. On the tab, expand the tree, drill down to the template with the lines that you want to copy to the service order, and select the service template.

  5. On the tab, select the check box for the service template lines that you want to copy.

  6. Click OK.

The service template lines are now copied to the new service order together with the attached service object and service task relations.

See Also