|
Account Name
|
The account that purchased or owns the
service contract. |
|
Activation Date
|
The day the service contract first went into
effect.* |
|
Approval Status
|
An approval process status field. If your
business has an approval process for service
contracts, this field indicates the current stage
of the approval process. |
|
Billing City
|
City portion of billing address. Up to 40
characters are allowed. |
|
Billing Country
|
Country portion of billing address. Entry is
selected from a picklist of standard values or
entered as text. If the field is a text field, up
to 80 characters are allowed. |
|
Billing State
|
State or province portion of billing address.
Entry is selected from a picklist of standard
values or entered as text. If the field is a text
field, up to 80 characters are allowed. |
|
Billing Zip
|
Zip or postal code portion of billing
address. Up to 20 characters are allowed. |
|
Contact Name
|
The contact associated with the service
contract. Select from the drop-down list. |
|
Contract Name
|
Name of the service contract.
Depending on
your business needs, you may want to include the
name of the customer, the contract end date, the
type of product covered by the contract, or other
information.
|
|
Contract Number
|
Auto-generated
number identifying the service contract. (Read
only)
|
|
Created By
|
User who created the service contract. (Read
only) |
|
Created Date
|
The date the service contract was
created.* |
|
Currency
|
The currency for all amount fields in the
service contract. Available only for organizations
that use multiple currencies.
You can’t change
the currency on a service contract that has
contract line items.
|
|
Description
|
Description of the service contract. Up to 32 KB of data are allowed in this
field.
Try to include information that helps support reps understand the
coverage provided by the service contract. For example, “This contract entitles
the customer to a first response within 2 hours and a case resolution within 24
hours.”
|
|
Discount
|
Weighted average of all contract line item
discounts on the service contract. Can be any
positive number up to 100. (Read only) |
|
End Date
|
The last day the service
contract is in effect.*
This field is blank
unless you set up an Apex trigger or quick action
to populate it. For example, you can create a
quick action that sets the End
Date to 365 days after the
Start Date.
|
|
Grand Total
|
Total price of the service contract plus
shipping and taxes. (Read only) |
|
Last Modified By
|
User who most recently changed the service
contract. (Read only) |
|
Line Items
|
Number of contract line items (products) on
the service contract. |
|
Parent Service
Contract
|
The service contract’s parent service
contract, if it has one. View, create, and delete
a service contract’s child service contracts in
the Child Service Contracts related list. |
|
Price Book
|
The price book associated with the service
contract. Only products from the specified price
book can be added to the service contract as
contract line items. |
|
Root Service
Contract
|
The top-level service contract in a service
contract hierarchy. Depending on where a service
contract lies in the hierarchy, its root may be
the same as its parent. (Read only) |
|
Service Contract
Owner
|
The assigned owner of the service
contact. |
|
Shipping and
Handling
|
Total shipping and handling costs for the
service contract. |
|
Shipping City
|
City portion of primary mailing or shipping
address. Up to 40 characters are allowed. |
|
Shipping Country
|
Country portion of primary mailing or
shipping address. Entry is selected from a
picklist of standard values or entered as text. If
the field is a text field, up to 80 characters are
allowed. |
|
Shipping State
|
State or province portion of primary mailing
or shipping address. Entry is selected from a
picklist of standard values or entered as text. If
the field is a text field, up to 80 characters are
allowed. |
|
Shipping Street
|
Primary mailing or shipping street address of
account. Up to 255 characters are allowed. |
|
Shipping Zip
|
Zip or postal code portion of primary mailing
or shipping address. Up to 20 characters are
allowed. |
|
Special Terms
|
Any terms that you have agreed to and want to
track in the service contract. |
|
Start Date
|
The first day the
service contract is in effect.*
This field
is blank unless you set up an Apex trigger or
quick action to populate it. For example, you can
create a quick action that sets the
Start Date to the date when
the Status changes to
Active.
|
|
Status
|
The status of the service
contract.
Status is determined by your
organization’s current system date and the
service contract’s Start
Date and End Date.
The status is:
- Active if the system date is equal to or later
than the Start Date and equal
to or earlier than the End
Date.
- Expired if the system date is later than the
End Date.
- Inactive if the system date is earlier than
the Start Date.
|
|
Status Icon
|
Represents the service contract’s status with
one of the following icons:
|
|
Subtotal
|
Total of the service contract line items
(products) before discounts, taxes, and shipping
are applied. (Read only) |
|
Tax
|
Total taxes for the service contract. This is
a currency field, so enter the amount, not
percentage. For example, enter
$10.50.
|
|
Term (months)
|
Number of months that the service contract is
in effect.
This field is independent of the
Start Date and End
Date values. Depending on how your
business uses service contracts, you may choose to
hide the Term field or set up
data validation that populates the End
Date when a Term
is specified, for example.
|
|
Total Price
|
Total of the contract line items (products)
after discounts and before taxes and shipping.
(Read only) |
