Creation of a Service Contract with Reference

You can use this function to create a service contract with reference to an existing service contract. 

A service contract can be also created with reference to an existing quotation - when a customer wants a quotation first before signing a new contract.

A new quotation with reference to an existing contract can be created - when a customer has an active contract but it is about to finish and he wants to get a quotation for extending this contract. 

The system copies the data from the referenced contract/quotation, including the VSS data Assigned Vehicles and Covered Service from item level.

Prerequisites

In addition to the required steps described in Processing Service Contracts, you have made the following Customizing settings:

• In Customizing for Sales and Distribution under Sales > Maintain Copy Control for Sales Documents
• In Customizing for Sales and Distribution under Sales > Sales Documents > Sales Document Item > Assign Item Categories
• In Customizing for Vehicle Sales and Service(VSS) under Service > Service Contract > Specify Sales Document Types as VSS-Relevant

• In Customizing for VSS under Service > Service Contract > Activate Covered Service for Item Categories, you have selected the Activate Cov. Serv. checkbox for the relevant item categories.

Activities

In the Customer Service menu under Service Agreements > Contracts > Contract > Create, enter the contract type VSS Service Contract (QSC) and choose Create with Reference.

Example

To make it easier to create service contracts, create a reference contract with items and coverage details, such as "change tires" or "inspection". For a new customer, you can copy this reference contract and then adjust the vehicle, validity, extent of coverage, and so on.