Description

The ability to manage your service contracts is paramount to any service organization. Were the proper approvals received? Who is the team responsible for this contract? Are their any risks associated with this contract? Do we need to update our quality assurance organization due to possible testing requirements for the solution?

The Service Contract Execution app helps to track all of this information as well as other necessary information such as any discounts and statement of work.

The Service Contract Execution workflow determines the type of approvals needed based on easily configurable parameters, such as a price threshold that dictates when a contract requires executive approval.

The forms have a crisp, clean layout, and are easily customizable for adding any fields that you need for collection customer or internal data on your service contracts.

The process app comes with a Company, Contacts, and Products table, but you can easily integrate your existing tables to make use of your existing customer database.

Process app type: Templates

Required SBM Version: 10.1.5

Complexity: Novice

Minimum Requirements

SBM 10.1.5

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Releases

Release
Size
Date
Templates V3
341.8 KB
  |  
Oct 31, 2018
More info Less info
Product compatibility
Release notes

 The Service Contract Execution msd file. 

Languages
English
Files
Templates V2
336.3 KB
  |  
Oct 31, 2018
More info Less info
Product compatibility
Release notes

The Service Contract Execution msd file.

Languages
English
Files
Templates V1
336.1 KB
  |  
Oct 25, 2018
More info Less info
Product compatibility
Release notes

 The Contract Execution process application blueprint file. 

Languages
English
Files

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release-rel-2021-6-2-4227 | Fri Jun 18 00:18:29 PDT 2021