Managing Agreement Contents

This document explains how agreement contents are managed when repairing equipment.

Agreement contents are a way of specifying inclusions and exclusions for labor, material, subcontracting and miscellaneous transactions on a maintenance agreement.

Outcome

When any combination of labor, material, subcontracting or miscellaneous transaction is reported a check is performed to determine if the customer or payer specified in the agreement contents should pay.

The following tables are updated during the process:

Before you start

Agreement contents must be defined in 'Agreement Contents' (COS421).

Follow these steps

  1. Establish agreement contents conditions:

    • You can define the transaction types that are included or excluded for the agreement. Transactions can be one or many of labor, material, subcontracting or miscellaneous. Line type 8 in 'Agreement Contents' (COS421) is applicable for all transactions which can override the MCO payer regardless of warranty and other contents of agreement.
    • You can define and connect agreement contents conditions to different objects such as item or model, product group and item group.
    • You can define conditions for the complete equipment or for single components within that equipment's structure.
  2. Repair equipment connected to a maintenance agreement with agreement contents:

    The agreement contents and split payer functions perform the following tasks:

    • Check used material, labor, subcontracting and miscellaneous cost related to a work order.
    • Select the predefined payer according to agreement contents, creating a split payer record attached to the maintenance customer order line.

An alarm is created when you define work order requirements.

Check sequence

The order in which the agreement contents lines are checked:

  Agreement (AAGN) Product number (PRNO) Serial number (SERN) Structure type (STRT) Service (SUFI)
1. Read with full key 1.1 1. 2 1. 3 1. 4 1. 5
2. Clear structure type 2.1 2. 2 2. 3 blank 2. 5
3. Clear Structure type and Service 3.1 3. 2 3. 3 blank blank
4. Clear Serial number 4.1 4. 2 blank 4.4 4.5
5. Clear Structure type, Service and Serial number 5.1 5. 2 blank blank blank
6. Clear Product and Serial number 6.1 blank blank 6.4 6.5
7. Clear Product, Serial number and Structure type 7.1 blank blank blank 7.5
8. Clear Product, Serial number and Service 8.1 blank blank 8.4 blank
9. Clear Product, Serial number, Structure type and Service 9.1 blank blank blank blank
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