Generating service assignment matrix records

You can use various contract types to generate service assignment matrix (SAM) records. The following procedure uses the service agreement.

1. Select Contracts > Agreements.
2. In the Related Links - Contract Agreements section, select Service Agreement.
3. Click the Add action.
4. On the General tab, specify the name and the service provider.
5. If you want to use the provider type and rating in the auto-assign process, specify a provider type and provider rating.
6. Click Create Draft.
7. Click the Terms & Conditions tab.
8. In the Payment Terms section, specify the discounts that are applied for payment within certain time periods.
9. In the Default Matrix SLA Values and Default Service Charge Type sections, define the default values to be used by the generated service assignment matrix records.
10. On the Request Class (for Services) and Service Class (for Materials) tabs, add at least one request class or service class.
11. On the Service Geographies and Service Locations tabs, add at least one geography or location.
12. On the Customer Organizations tab, add at least one valid customer organization.
13. Click Issue.