How to Use Sales Order Third Party, End Customer Roles and Related Customer Address in a Service Contract (Doc ID 459262.1)

Last updated on MARCH 17, 2023

Applies to:

Goal

Question 1
When a contract is created from a sales order, the Party Role 'Customer' represents the customer to whom the service was sold.

How can a contract be created from a sales order where the Third Party role is also created?

STEPS:

1. Create a sales order.

2. Create line for for a serviceable product.

3. Create line 1.1 for a service and have the service reference the product that is sold to the customer.

4. Ship the product and create the contract. The service agreement has a Party Role 'Customer', but
there is no 'Third Party' role.


Question 2
If an End Customer is identified in a sales order, can that End Customer become a 'Third Party' in a Service Agreement that is created from that sales order?

Question 3
Customer A and Customer B are linked via a relationship in Customer Master.  In a Sales Order, when customer A is selected as the sales order customer, it's possible to select a Ship To address that is for either customer A or customer B.  How can a Ship To address that is for Customer B be selected in a Service Contract?

Solution

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