When Entitlement Management with the us of Service Contracts is enabled in your Org, the application has the ability to create Service Contracts and associated Contract Line Items. When Asset creation is enabled, the Contract Line Items will also be tied to the Asset.
| NOTE: This is generally available for all customers after version 5.13. Previously it was available through an extension package. |
For more details on enabling Service Contracts in your SFDC Org, please see the official Salesforce documentation.
To Enable Service Contracts, browse to the Setup Tab and click on the "Automation" subtab.
Mark "Create Service Contracts" as "True":
To enable specific products to create Contract line Items, browse to the Pricebook Entry for the product and check the "Create Service Contract Line" box. This must be enabled for the Line Item to have a Contract Line Item.
Additionally, you will need to create two custom fields. (They must match exactly):
Service Contract Object:
Name: Opportunity
API Name: Opportunity__c
Type: Lookup (Opportunity)
Contract Line Item Object:
Name: LineID
API Name: LineID__c
Type: Text (18)
When an Opportunity is Booked, the Corresponding Service Contract will be created, with any lines that are also designated to be created. The following Fields are copied to the Service Contract:
| Opportunity Field | Service Contract Field |
| Name | Name |
| Pricebook | Pricebook |
| Term | Term |
| Start Date | Start Date |
| End Date | End Date |
| OpportunityId | Opportunity |
| AccountId | Account |
| Opportunity Line Item Field | Contract Line Item Field |
| PricebookEntry | PriceBookEntry |
| Term | Term |
| Start Date | Start Date |
| End Date | End Date |
| Unit Price | Unit Price |
| Quantity | Quantity |
| ID | LineID |
| AssetID | AssetID |