Copying dates from service contract to an activity

Hello All,
My requirement is this. I need to capture my contract start and end dates in the follow-up transaction(which is an activity).This activity would be created manually from contract. I tried assigning the standard date rules(contract start and end date) to the date types in the activity. But it did not work. Is there any way to achieve this through configuration?
Regards
Ankit

Hi Ankit,
You can achieve this using "Copy Controls".. This is a set of configurations that will suggest what are the things that need to be copied from the parent transaction to the follow up transaction.
You can copy both header level and item level details. In your case, you can configure to copy the date types into your follow-up.
Cheers,
Sreenivas
Enjoy CRM

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I am currently working to automatically trigger preventive maintenance service order from service contracts. However, I have been struggling to understand some of the dates and the date rules, and how they work?
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When you are using Contract is a Outline agreement -That may be Quantity or Value contract this for specific period.
Example you can maitain various Service line items for entire Periods as per the Contract details with Vendor.
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Edited by: Shrinivas Gangoor on May 19, 2009 1:00 PM
Edited by: Shrinivas Gangoor on May 19, 2009 1:01 PM

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Copying dates from service contract to an activity

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