Service Agreements in our system are associated with the End User Company from which they are created. Typically, the End User is also the Bill To Customer, but there may be cases where they are different. If the Bill To Customer is different, you can easily assign a Contact or different Company Location to the Bill To field by dragging and dropping from various sources like Search e-manage, Recent Records, Favorites, or any grid containing contacts or company locationstyping in the Bill To drop down box which will search for existing companies. See below for more detailed information on this topic.
A Service Agreement can encompass multiple serviceable items from different locations for billing and performing preventative maintenance. It's important to note that a Service Agreement must have at least one serviceable item to enable invoicing since the total price of the agreement is determined by the sum of the serviceable items' prices. When creating a Service Agreement, ensure that you have already set up the necessary serviceable items in e-manage. Alternatively, you can create new serviceable items directly from the Service Agreement Window after its creation.
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Assigning the End User and Bill-To information can be done using the Company Labels boxes.
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You will see a drop down at the top in which you can begin typing to search for another company to change to.
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It is recommended, though not mandatory, to associate a salesperson (or multiple salespeople) and their corresponding credit with every service agreement. If the primary salesperson is set at the company level, the Sales Credit grid will be automatically populated with the primary salesperson(s) specified for the company location. If not, you can click the "Add" button in the Sales Credit tab, select a salesperson, and set their credit. The total Sales Credit cannot exceed 100%.
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