Configuring and Processing Service Contracts:

Service Contracts are comprised of a Membership and a Work Order. Service Contracts are created by signing up for a Membership Type.  When the membership is approved, a Work Order is automatically created.  The Membership Type contains a Work Order Type which is used to create a Work Order for the Service Contract.  The Request Types, Items and pricing are copied from the Work Order Template specified for the Work Order Type.  The Work Order remains valid as long as the Membership is active.  When the Membership expires and is not renewed, the Work Order Active flag is to “Not” to signify that it is inactive.  

 

Configure Service Contracts:

1. Create a Work Order Type.  You may name it “Service Contract”.
2. Create a Work Order Template.  The template shall specify the scope of work covered by the service contract. If applicable, it shall also specify fees along with billing and payment options.  E.g. a service contact may provide service for free yet charge for parts.  In that case Service Items would be designated as free and Product Items would be assigned pricing.
3. Assign the Work Order Template to the Work Order Type.
4. Create a Membership Type.  You may name it “Service Contact”.
5. Configure it like any other Membership Type.
6. The only difference is the selection of a Work Order Type.  The Work Order Type must have a Work Order Template specified.
7. Create a link on the site to signup for the membership.

 

Service Contract Signup Process:

1. User signs up for membership.
2. Upon membership approval the system creates a Work Order based on the Work Order Template specified for the Membership Type’s Work Order Type.
3. The Work Order is automatically set to Approved.  Approved By is set to the user that signed up for the membership.
4. As long as the Work Order remains active, the service contract remains in affect.

 

Renewing a Service Contract:

1.      When a service contract membership is renewed, no change is required to the Work Order.  As long as the service contract membership is renewed prior to expiring, the Work Order remains active.

 

Expiring a Service Contract:

1. When Service Contract Membership expires, the expiration process shall automatically set the Work Order to inactive.
2. If the membership is later renewed, the Work Order is automatically activated (set to active).