The Properties tab of a Service Contract

The Properties tab contains basic information about the service contract.

1. Type a summary of the service contract in the Summary field.

2. Select the customer location from which you want to use taxes from the Tax Location drop-down list. In other words, the tax codes you applied to the customer address you select here will be used to calculate taxes on this service contract.

3. If you are using Profiles, select the profile for the Service Contract from the Profile drop-down list.

4. Select the contract's sales representative from the Sales Rep drop-down list.

5. If necessary, select a new starting date from the Starting calendar box.

6. If you are defining an expiration date for the contract, select the Expires check box and select the date the contract ends from the calendar box.

7. Select the contract's status from the Status drop-down list.

8. If enabled, select the contract's substatus from the Substatus drop-down list.

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