Hi, what do i need to setup in the service module to get this desired functionallity...
When an Item gets sold to a customer, sometimes a Service Contract (OHC) should get invoiced to the Customer as well...
This Service contract will be a Contract for Maintenance of the bought item.
So it should be something like this:
1/1/2009: purchase of an Item with serialnumber xxxxx, location xxxx
Guarantee untill 31/12/2010, the already invoiced OHC will start at 1/1/2011: This means that there should be a maintenance between 1/1/2011 en 31/12/2012, planned by the technical staff.
On 31/12/2012 an invoice proposal should get generated. This way, the customer get's a change to continue the OHC again for another 2 years, cause of this new Service contrace a new maintenance should get planned between 1/1/2013 en 31/12/2014 by the technical staff
And so on….
Off course the customer could change the location of this item to another Office. So i should allways know where the Item is. Also when the item get's moved, The OHC should get invoiced to this new Location. So this will most likely be a customer of the customer who bought the item with us.
The duration of the Service contract is most of the times 2 years and starts at the Facturation Date of Item
Then afterwards, there should allways be a possibility to see all running Service Contracts, which maintenance are planned for these service contracts... and a list of Service contracts to renew. This would be a list of Service contracts which are in there final month before the end of the contract.
Now i already have set it up to generate a service item each time that ship an item... But how can i let the service contract get generated for this item?