Easily Replace Option Field from the It Service Contract

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How to Replace Option Field from the It Service Contract

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this webinar was recorded on july 14th 2020 and all guidance was provided based on the version of ser form310 that was in effect at the time the information provided on this webinar was meant as general information if you have any specific questions or questions on updated versions of scr form 310 call the scr legal hotline at 803 772-5206 allison smallwood your ser director of legal and regulatory affairs here today were going to go over one of the areas of the contract we get the most questions on the hotline and thats repairs so this is the part of the contract where you as a buyer or seller going to have three options that youre going to have to explain to your client um are three different options you can do in the contract so hopefully in this video im going to kind of do an overview of whats included in these sections whats not included in these sections and then some pros and cons of both i mean maybe dispel some common myths that are associated with the repair section um

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I change the order status category in Salesforce?

Answer is No, you cannot change Status Category value and you would need to create new picklist values can be added for each category. Please mark as Best Answer if above information was helpful.

Can I edit a contract after it has been activated?

Once a contract is activated, the contract status cannot be changed back to draft.

How do I change the end date of a contract in Salesforce?

If your contracts dont have end dates, or if you prefer to let your sales team enter them manually, disable auto-calculation of contract end dates. Deselect Auto-calculate Contract End Date, and then save your changes.

How do you deactivate a contract in Salesforce?

Terminating a Contract On the Contract record detail page, click Terminate Contract. In Terminate Date, enter or select the date on which to terminate the contract. Select the Terminate Type. If the Terminate Type is With Cause, select the Terminate Reason. Select the Terminate Option. Click Next.

What is a service contract in Salesforce?

Service contracts in Salesforce represent a customer support agreement between you and your customers. You can use them to represent subscriptions, service level agreements (SLAs), and other types of customer support.

How do I create a service contract from an opportunity in Salesforce?

To contract your opportunity, select Contracted on your opportunity record, and then save your changes. By default, Salesforce CPQ creates a contract for each group of subscription products with matching end dates. Salesforce CPQ then creates a subscription record for each of your subscription products.

How do I change the status of a contract in Salesforce?

Go to: Setup | Customize | Contracts | Fields. Click on the Status field. Click on the New button, enter the new Contract Status and select the appropriate Status Category for this value. Click Save.

What is an IT service contract?

An IT service provider agreement is a written contract between an IT provider and a client and details the level of service the provider will offer the client. This agreement includes services provided, minimum response time, and provider liability protection.

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