Editing SLA Category
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<br> - You can also assign the SLA category to a maintenance contract that covers your customer's equipment. When you repair the equipment covered, the SLA category will cover that service order. See '''[[Maintenance Contracts]]''' for more information. | <br> - You can also assign the SLA category to a maintenance contract that covers your customer's equipment. When you repair the equipment covered, the SLA category will cover that service order. See '''[[Maintenance Contracts]]''' for more information. | ||
− | + | <br>To setup the SLA Category: | |
− | + | <br>1. Go to '''Setup''' module > '''Company''' > '''Lists'''. | |
− | 1. Go to '''Setup''' module > '''Company''' > '''Lists'''. | ||
<br>2. Select '''SLA Categories''' and click '''Edit''' in lower right corner. | <br>2. Select '''SLA Categories''' and click '''Edit''' in lower right corner. | ||
<br>3. In the editor window, enter a name at the top. | <br>3. In the editor window, enter a name at the top. | ||
<br>4. In the '''Apply charges for''' section, check labor, material or services if you want to charge for the items, or leave unchecked if you don't want the customer to be charged for those items when working on material covered on a maintenance contract. (image below) | <br>4. In the '''Apply charges for''' section, check labor, material or services if you want to charge for the items, or leave unchecked if you don't want the customer to be charged for those items when working on material covered on a maintenance contract. (image below) | ||
<br>5. In the '''Due date options''' section, you can choose to let the SLA category populate a due date in the order based on settings in this section. | <br>5. In the '''Due date options''' section, you can choose to let the SLA category populate a due date in the order based on settings in this section. | ||
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+ | [[File:CreateSLACategory.png]] | ||
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+ | <br>You can also manually select an SLA category on any service order and the rules defined in the SLA category will define what items will be charged for on the service or install order and drive the due date as applicable. | ||
<br>Below is a screenshot showing the SLA Category due date rules populating the due date on a service order. | <br>Below is a screenshot showing the SLA Category due date rules populating the due date on a service order. | ||
<br>[[File:SLADueDateOptionsSetup.png]] | <br>[[File:SLADueDateOptionsSetup.png]] | ||
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