How to expire one service item (line) in a multi-line service contract?

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Posted on by Community Member

Hi all Service Management experts,

I have a multi-line (service items) contract and would like to expire/retire only one line/service item.

I entered the Expiry Date and Credit Memo date for the line and Actions> Functions> Remove Contract Lines.

But the error prompt required me to enter the Reason Code, which is only at the header level (for the whole contract).

(see screenshot).

How am I able to select the service item lines to retire from a single contract? Do I need to retire the entire contract?

Thank you

4530.reason-code-needed-for-expiring-one-contract-line.jpg

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Community Member on at

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RE: How to expire one service item (line) in a multi-line service contract?

Hi Shinichi and Steven

Thanks for your replies. They are valid but I found the reason behind the 'missing' reason code message.

I entered a Reason Code at the Contract header field but it required me to use Reason code in the pop-up filter when I run Actions> Functions> Remove Contract Lines.

If Expiry date is entered in the Contract header field, the same date populates all Contract Lines.

I should be entering the expiry date in the Contract line field.

Then when I run Remove Contract Lines, I need to add the Reason Code in the pop-up filter field. It seems that this is important and is used to filter contracts for cancellation based on the header Reason code field.

It worked when I used the Reason code in the pop-up filter.

Thanks for the help.
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RE: How to expire one service item (line) in a multi-line service contract?

Peter,

Adding to Shinichi's reply...

In the Service Contract you should fill in the Expiration Date: This field contains the date when the service contract expires,

that is, when the service contract is no longer valid. The date in this field must not be earlier than the starting date of the service

contract. You should also use Cancel Reason Code: This field contains a reason code for canceling the service

contract or removing a contract line from the contract. The Use Contract Cancel Reasons field in the Service Mgt. Setup window

specifies whether to enter a cancel reason code when removing a contract line or canceling the contract.

Hope this helps.

Thanks,

Steve
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S.Kawamura 1,524 on at

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RE: How to expire one service item (line) in a multi-line service contract?

Hi,

I was also able to replay the error message you pointed out. This behavior is very weird and I think this is very likely a bug.
I think it would be a better to raise a service report and ask Microsoft to look into it.

However, I think it's not necessary to delete the expired line of Service Contract. if you create a Service Invoice from a Service Contract after the Expire Date, the service contract line with the expired date will not be invoiced.

I think this helps you.

S.Kawamura
S.Kawamura 1,524 on at

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RE: How to expire one service item (line) in a multi-line service contract?

Hi,

As you wrote, there is no way to add multiple service items at once from the service contract screen.
However, you can use the Edit in Excel function to edit multiple service contract lines in Excel and reflect them in the service contract at once.

S.Kawamura

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Sorry, this is a answer for another your question..