The following describes how to specify and create service contract conditions that have been established in agreement with the main customer. A service agreement can be common for several service objects or service locations.
Service agreements can be referred to from the following:
- Service location file
- Service order job header
Note: When an agreement is connected to a location, all objects that exist in that location will be connected to the agreement. The values from the agreement type are added to the object conditions, and the Object history file is updated. Caution: If the location information is removed from an object, the object is not removed from the agreement. This must be handled manually.
- Select the Work with service agreements menu item.
- On the initial panel, click Add.
- You access the Work with service agreements detail panel. Complete the following fields:
- Agreement
- Enter a unique code to identify the new agreement.
- Main customer
- Enter the main customer for whom the new agreement is to be created.
- Agreement type
- Select a code from the Agreement type table.
- Agreement start date
- Enter the date from which the new agreement starts.
- Price
- Enter the agreement price. This price is used at each invoice generation, and is not the total price.
- Invoice gen interval
- Enter the invoice generation frequency in months.
- Order type
- Enter the service agreement order type for this agreement.
- Service item
- Enter a code from the Item file.
- Hold generation
- This field is defaulted to NO. Set to YES if invoices should be generated for this agreement.
- Svc paid by obj own
- This field is defaulted to NO indicating that the invoice and debtor customer of the order is the agreement main customer. Set to YES if the debtor is the object owner.
- Agreement end date
- Enter the date at which the new agreement ends.
- Allocation periods
- Enter the number of periods over which the income from the service agreement is to be allocated. The duration of an allocation period is specified in the G/L control file. The number of periods you enter here can only be equal to or lower than the value entered in Max periods forward in the G/L control file.
- Allocation over year end
- This field is defaulted to NO. Set to YES to indicate that the allocation period extends over into another accounting year.
- Object update
- This field is defaulted to NO. Set to YES to indicate that objects should be automatically assigned to an agreement. If not, they can be assigned in the Service agreement maintenance routine.
- Note: Objects are automatically assigned when the customer is updated for the object (Work with objects), and the same customer is assigned to an agreement. Objects are also assigned when they are sold to the customer.
Click OK to update and add the agreement to the Service agreements file. Exit the routine.