I’m trying to learn how to use Service Contracts. I created a service contract code, set up a service contract, created a sales order for that contract, and even shipped that order. But I can’t figure out how to invoice for that contract and I’m unclear if I have setup all of the things right. Particularly, trying to specify how frequently the contract is to be billed out… also, do I really need to ship it to invoice it? There was a checkbox on the Service Contract Code setup called Ship Contract… which appeared to be a toggle whether it needed to be shipped or not. I left that unchecked. Any help is appreciated!
I’ll PM you with the info I cobbled together (because I don’t feel like redacting it in order to make it publicly available), but my short answer is, I don’t recall.
So, I hate service contracts. I became an expert on them 3 years ago, then we basically ended up not using them, and I dumped the memories. There are a lot of… nuances.
Hopefully someone with this fresher in their minds can help.
If there’s a better way, I’m open to that also.