Autotask PSA: Will changes made to a service in Admin update that service on all contracts?

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Question

When making changes to services in admin, what alterations will reflect in the existing contracts?

Environment

  • Autotask PSA

Answer

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

4-18-2019 6-26-23 pm.png This information only applies to databases without Multi-Currency. There may be additional logic behind those contracts that can prevent specific edits.


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