Managing Several Payers per Maintenance Job

This document explains how you split invoicing for a maintenance job between several payers. The document explains both how to connect additional payers to a maintenance agreement line and to a maintenance customer order line. The lines contain the different maintenance jobs that are covered by the maintenance agreement or customer order.

Use this process when you have jobs for which payment is to be divided between different payers, for example between the customer and an insurance company or a manufacturer.

Outcome

Two or more payers are connected either to a maintenance agreement line or a maintenance customer order line. Invoicing for the payers is based on fixed amounts, percentages or the service bill of material.

Information about the different payers is stored in the following files:

The agreement lines and customer order lines with several payers can be used when you want different payers to share the cost for a maintenance job. This could be the case for example when an insurance company or a leasing company pays for part of a maintenance job.

Before you start

Follow These Steps

Outline
  1. Connect Payers to Maintenance Agreement Line

    Connect the payers that are to split the invoice to a maintenance agreement line. When you connect the payers to the agreement line you define from which agreement the payment terms should be taken and what the payers' invoice should be based on. The invoice can be based on fixed amounts, percentages or the service bill of material.

    Connect payers to a maintenance agreement line in 'Maintenance Agreement. Connect Payers' (COS427).

  2. Connect Payers to Maintenance Customer Order Line

    Connect the payers that are to split the invoice to a maintenance customer order line. When you connect the payers to the order line you define from which agreement the payment terms should be taken for the different payers. You also define whether the payers' invoice should be based on. The invoice can be based on fixed amounts, percentages or the service bill of material.

    Connect payers to a maintenance customer order line in 'Maint CO. Connect Payers' (COS117).

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