Define a Maintenance Agreement Header for a General Maintenance Agreement

This document explains how to define the common values for a maintenance agreement that is not connected to a specific customer. The common values make up the agreement header.

Use this instruction to create an agreement that allows handling of occasional customers and material sales.

Outcome

An agreement header with common values for a non customer-specific agreement is defined. The agreement header contains information that control all service jobs you connect to the agreement.

The information about the agreement header is stored in the file (ACUAGH).

Use the agreement header when you define an agreement line with the different services that are to be included in the agreement.

Before you start

All starting conditions listed in Defining new Maintenance Agreements and Adjusting Existing Agreements must be met.

Follow these steps

  1. Start 'Maint Agrmnt. Open' (COS410/A).

  2. Specify a panel sequence.

    The instruction is based on panel sequence EFGH. You may also select an optional text panel. If so, add T to the panel sequence.

  3. On the A-panel, enter the agreement number and the predefined agreement type for a general agreement. Select 'New Record' to proceed to the E-panel.

    An agreement number may consist of up to ten letters and/or numbers.

  4. On the E-panel, specify the agreement status and the dates between which the agreement should be valid.

    Preliminary agreements have status 10, definite agreements have status 20 and expired agreements have status 90.

    • Specify the material currency and the agreement currency the exchange rate type for these.
    • Specify a facility and a warehouse. Press Enter to display the F-panel.
  5. On the F-panel, specify the maintenance customer order type to be used for the agreement and the invoice specification layout to be used. Press Enter to display the G-panel.

  6. On the G-panel, specify a material price method. Also specify a general handling charge or material handling method. Press Enter to display the H-panel.

    If material handling charge method 0='General material handling charge' is selected, the general charge is used.

    If material handling charge method 1='Handling charge per item group' is selected, a charge table must be defined for the item group in 'Maint Agrmt. Connect Handl Chg-Item Grp' (COS415).

    If material handling charge 2='Handling charge per price range' is selected a charge table must be defined in 'Maint Agrmt. Connect Handl Chg-Pr Intvl' (COS409).

  7. On the H-panel, specify the language to use when external documents are printed, the delivery method and the delivery terms.

  8. Specify terms for freight, packaging and payment. Press Enter to Finish.

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