SM Service Form
Use the SM Service form to set up the services that are included in a service agreement.
Access this form by double-clicking the Work Schedule grid in SM Agreements.
The services you set up here can represent any type of work you do for the service site, such as preventative maintenance, seasonal maintenance, upgrades, and so forth. Each service you set up specifies the service site to which it applies, applicable pricing, and how often the service is performed. You can also set up tasks and required resources (material, equipment, labor, and miscellaneous).
If you elect to use the revenue recognition feature for an agreement (that is, you selected the Amortize option in the Revenue Recognition drop-down in SM Agreements), you must set up an amortization schedule on the Deferral tab for each period agreement service that you flag for separate billing.