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Managing line item service dates

Service dates can be configured on each line item to communicate when the product or service purchased will begin and end.

When used on the deal, you can show:

  • The service period for when the software subscription may be discounted.

  • Different quantities sold per service period.

  • The start date and end date of a professional service course.

Setting the service period of each line item

To set the service period of each line item, select the line item. Then choose to edit the start date or end date of that line item.

By default, the start date of each line item will be anchored to the contract period start date. This way you can easily change the contract start date and the line item will reflect this same date.

Additionally, you may choose to offset the line item to start months, years, or days after the contract start date. By choosing to offset the line item, you're able to make sure that if the contract period start date is adjusted, your line item dates are updated as well.

Lastly, you may choose to manually set a specific date. If the start date of a service period is manually set, it will always display the date you've selected. Since this date is not anchored to a term date, if the contract period start date or any other term dates are updated, this date will not change.

When the service start date of your line items starts before the contract is in effect or ends after the contract has ended will display a warning to help you correct these dates.

Setting multiple service periods for a line item

When a product is sold over multiple years, you may want to break out the line item into independent service periods to ramp up the quantity sold or offer per service period discounting. 

Once the SKU has been added to the deal, simply click on "Add time period".

When doing this recommend first updating the contract length. Then setting the length of the first period. RevOps then anchors the end date of the second period to the end of the full contract.

As independent periods, you can now adjust the quantity and adjusted price for each period.

Field-Based Permissions on Dates

For some businesses, the modifying and adjusting the service dates of a line item allows too much flexibility and room for error. 

As an Admin, you may choose which roles have the permission to adjust the service dates of each line item.

To do this, go to the SKU Setting for the role that you'd like to edit. Under "Field-Based Permissions", you'll be able to see and select the roles that can edit each field. In this example, only our Deal Desk Manager and Sales Manager can edit the start date of this SKU. 

If the role is not specified, they'll see a "Lock" icon instead of "Edit" next to the field.

Field-Based Permissions may also be set on the template for each SKU already added to the deal. When setting field-based permissions on the template, these permissions will override any permission set on the SKU.

For example, on the template, you may allow only Deal Desk Managers to add or remove additional service periods from a SKU. Even if that SKU in SKU Setting specifies that Sales Managers can add/remove additional periods, since the Sales Manager isn't given permission on the template, when creating a deal the template they will not have permission to do so. 

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