Click Accounts receivable> Common Forms> Sales Order Detailsto open the Sales orderform.

Click the Advancedbutton to display a list of all sales orders, and then select the sales order for which you want to create a service agreement.

In the upper pane, click Functions> Create service agreementto open the service agreement wizard.

Click Next >to open the Select existing agreement and projectpage.

In the Agreementarea, if you do not want to modify an existing service agreement as the basis for this new service agreement, select Noin the Copy from existing agreementfield and continue with step 6.

-or-

If you want modify an existing service agreement as the basis for this new service agreement, select Yesin the Copy from existing agreementfield, select the source agreement in the Service agreementfield, and then choose whether to copy agreement lines and include tasks that are associated with the source agreement.

In the Attach projectfield, do one of the following:

• Select Use existing project, select the ID of the existing project in the Projectlist that you want to use, and then continue with step 10.

• Select Create a new project, and then continue with step 7.

• Select Create a new project and copy values, select the ID of the project in the Projectlist from which you want to copy values for the new project, and then continue with step 7.

If you selected Create a new projector Create a new project and copy values, you can click Project Copy Wizardto copy a project structure from an existing structure that is marked as a template project.

Note
For information about using the Project Copy Wizard, see Project Copy Wizard (form).

In the Project contractarea, do one of the following:

• Select Use existing project contractin the Attach project contractlist, and then choose the existing contract that you want to use in the Project contractlist.

• Select Attach project contractin the Project contractlist, and then type a name for the new contract in the New project contractfield.

• Select No project contractin the Project contractlist.

Click Next >to open the Create projectpage, and choose preferences for the project in the following fields:

• Project type- Select from the available project types that are already in your company's setup.

• Project- Enter a project number to identify this project in the application.

• Project group- Assign this project to an existing project group.

• Name- Enter a name to identify this project in the application.

• Format- Specify a format for subprojects. Use a character as a separator and the # symbol as a number indicator, such as -##.

• Line property- Select from the available line properties that are already defined in your company's setup.

  Note
  For more information about line properties, see About line-property setup.

Click Next >to open the Create agreementpage and perform the following tasks:

• In the Descriptionfield, if necessary, modify the description that is borrowed from the sales order to help identify this service agreement in the application.

• In the Periodarea, specify a start and end date for the service agreement.

• (Optional) In the Responsiblearea, select the ID of the employee who is responsible for the agreement and the ID of the customer's preferred technician for the service call, if known.

• Use the Contact IDlist to identify the person in the customer's company who should be contacted concerning this service order.

• In the Service agreement groupfield, assign this service agreement to an existing service agreement group.

• In the Grouparea, select a method for grouping service order lines into service orders, such as by service agreement or by employee.

• In the Service level agreementfield, select a service level agreement to associate with the new service agreement.

Click Next >, and then click Finishto complete the service agreement wizard.