How do I use rules to automate creating contracts from service requests?

Users can configure a rule to trigger the creation of a contract from a service request when the report is updated to the specified status.

Please follow the guide below:

1. Go to Administration > Rules > Add a new rule or edit any existing one
2. Select the option ‘Service – Status Updated’
3. Add the conditions for the form and specify the status which should trigger the rule
4. Add the action to create a contract and select the advanced contract template against which the contract should be created

At the form level, it is mandatory to configure two fields for contract creation and expiry dates so the contract picks up those dates from the submitted service request.

1. Contract Start Date - CONTRACT_START_DATE
2. Contract End Date - CONTRACT_END_DATE    
3. Contract Reference - CONTRACT_REFERENCE 

The newly created contract will inherit the location and start and end dates from the SR which triggers the rule.

Scenario where no dates are supplied:

1. IF CONTRACT_START_DATE is null  - date would be would be creation date from price/template i.e. – 27-NOV-2024-  this would be the contract start date
2. IF CONTRACT_END_DATE – would be creation Date from the price/template + DURATION – 27-NOV-2027 - this would be the contract end date

Where both dates are supplied:

1. IF CONTRACT_START_DATE  i.e. 10-NOV-2024 is supplied – ‘10-NOV-2024’  this would be the contract start date
2. IF CONTRACT_END_DATE i.e. -  31-NOV-2025 is supplied – ‘31-NOV-2025’ this would be the contract end date

If only one date is supplied:

1. IF CONTRACT_START_DATE is null  - date would be would be creation date from price/template i.e. – 27-NOV-2024 -  this would be the contract start date
2. IF CONTRACT_END_DATE – is given i.e 31-DEC-2025 – this would be the contract end date

And vice versa for where start date is supplied but not end date.

Note – The action to create a contract from SR is available only on the Status – change condition.