When making changes to services in admin, what alterations will reflect in the existing contracts?
- Autotask PSA
When you make a change to a service in Admin:
Service name or Description: will change the service name and description in all contracts that include the service.
Unit Price and Billing Codes: will not change those values in the contracts. You will need to update the individual agreements manually.
Vendor and Unit Cost: when you click Save, a popup window will appear which allows you to separately apply the change to non-posted services and posted services within existing contracts as of an effective date
This information only applies to databases without Multi-Currency. There may be additional logic behind those contracts that can prevent specific edits.