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            Service Contract Fields

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            Service Contract Fields

            Service contracts have the following fields. Some fields may not be visible or editable depending on your page layout and field-level security settings.

            Required Editions

            View supported editions.
            Field Description
            Account Name The account that purchased or owns the service contract.
            Activation Date The day the service contract first went into effect.*
            Approval Status An approval process status field. If your business has an approval process for service contracts, this field indicates the current stage of the approval process.
            Billing City City portion of billing address. Up to 40 characters are allowed.
            Billing Country Country portion of billing address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
            Billing State State or province portion of billing address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
            Billing Zip Zip or postal code portion of billing address. Up to 20 characters are allowed.
            Contact Name The contact associated with the service contract. Select from the drop-down list.
            Contract Name

            Name of the service contract.

            Depending on your business needs, you may want to include the name of the customer, the contract end date, the type of product covered by the contract, or other information.
            Contract Number Auto-generated number identifying the service contract. (Read only)
            Created By User who created the service contract. (Read only)
            Created Date The date the service contract was created.*
            Currency

            The currency for all amount fields in the service contract. Available only for organizations that use multiple currencies.

            You can’t change the currency on a service contract that has contract line items.

            Description

            Description of the service contract. Up to 32 KB of data are allowed in this field.

            Try to include information that helps support reps understand the coverage provided by the service contract. For example, “This contract entitles the customer to a first response within 2 hours and a case resolution within 24 hours.”
            Discount Weighted average of all contract line item discounts on the service contract. Can be any positive number up to 100. (Read only)
            End Date

            The last day the service contract is in effect.*

            This field is blank unless you set up an Apex trigger or quick action to populate it. For example, you can create a quick action that sets the End Date to 365 days after the Start Date.
            Grand Total Total price of the service contract plus shipping and taxes. (Read only)
            Last Modified By User who most recently changed the service contract. (Read only)
            Line Items Number of contract line items (products) on the service contract.
            Parent Service Contract The service contract’s parent service contract, if it has one. View, create, and delete a service contract’s child service contracts in the Child Service Contracts related list.
            Price Book The price book associated with the service contract. Only products from the specified price book can be added to the service contract as contract line items.
            Root Service Contract The top-level service contract in a service contract hierarchy. Depending on where a service contract lies in the hierarchy, its root may be the same as its parent. (Read only)
            Service Contract Owner The assigned owner of the service contact.
            Shipping and Handling Total shipping and handling costs for the service contract.
            Shipping City City portion of primary mailing or shipping address. Up to 40 characters are allowed.
            Shipping Country Country portion of primary mailing or shipping address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
            Shipping State State or province portion of primary mailing or shipping address. Entry is selected from a picklist of standard values or entered as text. If the field is a text field, up to 80 characters are allowed.
            Shipping Street Primary mailing or shipping street address of account. Up to 255 characters are allowed.
            Shipping Zip Zip or postal code portion of primary mailing or shipping address. Up to 20 characters are allowed.
            Special Terms Any terms that you have agreed to and want to track in the service contract.
            Start Date

            The first day the service contract is in effect.*

            This field is blank unless you set up an Apex trigger or quick action to populate it. For example, you can create a quick action that sets the Start Date to the date when the Status changes to Active.
            Status

            The status of the service contract.

            Status is determined by your organization’s current system date and the service contract’s Start Date and End Date. The status is:

            • Active if the system date is equal to or later than the Start Date and equal to or earlier than the End Date.
            • Expired if the system date is later than the End Date.
            • Inactive if the system date is earlier than the Start Date.
            Status Icon

            Represents the service contract’s status with one of the following icons:

            • Active status icon Active
            • Expired status icon Expired
            • Inactive status icon Inactive
            Subtotal Total of the service contract line items (products) before discounts, taxes, and shipping are applied. (Read only)
            Tax Total taxes for the service contract. This is a currency field, so enter the amount, not percentage. For example, enter $10.50.
            Term (months)

            Number of months that the service contract is in effect.

            This field is independent of the Start Date and End Date values. Depending on how your business uses service contracts, you may choose to hide the Term field or set up data validation that populates the End Date when a Term is specified, for example.
            Total Price Total of the contract line items (products) after discounts and before taxes and shipping. (Read only)

            *Service contracts have four date fields. Created Date is the date the service contract was created in Salesforce, so it’s the earliest of the dates. Activation Date is the date that it was first activated for an account or customer. Finally, Start Date represents the date the service contract was put into effect or last renewed, while End Date is the last date the service contract is in effect. Start Date and End Date are blank by default, but you can create Apex triggers that populate these fields based on other service contract fields like Status.

            See Also

             
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