Service Agreements are tied to the End User Company that they are created from. In most cases the End User will also be the Bill To Customer, but sometimes it may be different. If the Bill To is different, you can drag and drop a Contact or Company Location from Search e-manage, Recent Records, Favorites or any grid that contains contacts or company locations onto the Bill To Label in the resulting window.
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Other fields include the Customer PO (searchable from Search e-manage by pressing the shortcut function key), Tax Code, Acct ID, Purchased Date, Last Proposed Date.
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The No Renewal checkbox keeps the service agreement from showing up in the Today / Service section under Service Agreements Expiring.
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You can set the End User and the Bill to -To using the Company Labels.
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Every service agreement should have, but is not required to have, a salesperson (or salespeople) and the credit they receive of the total sale of the service agreement. If the primary salesperson is set on the company level, the Sales Credit grid will automatically be populated with the primary salesperson(s) set on the company location. If not, you can click the Add box in the Sales Credit tab, choose a salesperson and set the credit. Sales Credit can only add up to 100%.
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To add contacts to the Service Agreement, it will need to be saved and have an ID number (see above). Once saved, you can drag and drop contacts into the contact grid from Search e-manage, Recent Records, Favorites or any other grid that contains contacts. You also can use the "Add Quick Contact" button when on the contacts tab and use the Quick Contact Window to search for existing contacts or add a new one.
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