How to enter/edit Service Contracts/Preventive Maintenance Plans. Best Practice?
What is best practice? We have Service/Maintenance Contracts and Preventive Maintenance Plans that are not correct. Some of them have incorrect number of products covered. Sometimes this is due to customer removing items that they would like covered, or salesmen works with the customer to add more items at that location, or when a tech goes out he returns a report stating that there needs to be changes done (removing/adding IPs). Would like to know what is the correct procedure? Can we/Should we just edit/update (remove/add covered products and remove/add PM Rates) to the Service Contract? And will this update the PM Plan or do we have to do "Generate PM Plan" again. Or should we make the current SC and PM Plans inactive and create new ones.