This document explains how to sell spare parts that are priced by a maintenance agreement.
A maintenance agreement entitlement check is made when you sell a spare part. The maintenance agreement entitlement check verifies whether the spare part is priced by the maintenance agreement.
The spare part is delivered, an invoice is created and sales statistics are updated.
If the spare part is priced by a maintenance agreement, the sales statistics are updated for each piece of equipment and maintenance agreement.
A maintenance agreement entitlement check at sales order entry enables spare parts to be processed through customer order entry and to be priced according to a maintenance agreement.
With the updated sales statistics for spare parts, you can follow up on the spare part sales in connection with equipment or maintenance agreement.
You can monitor and follow up transactions on the equipment level in the M3 Equipment Profitability application.
The following tables are updated:
Enter the Item to Be Sold as Spare Part
When you create a customer order in 'Customer Order. Open' (OIS100), enter the item to be sold as a spare part in the 'Item' field on the order line.
To perform a maintenance agreement entitlement check via equipment, continue with the next step. To perform an entitlement check against a specific maintenance agreement, go to Enter the Maintenance Agreement for Which the Item Is Priced.
Enter the Equipment for Which the Item Is a Spare Part
You can enter the equipment for which the item is a spare part in two ways:
In the spare parts sale window, the 'Req/Site number' can be used to retrieve the product and serial number. The equipment is used for the maintenance agreement entitlement check to see whether the equipment is connected to a maintenance agreement. The validation is made against the settings in 'Maint Agrmt. Connect Model Individual' (COS413/B). Go to Check Maintenance Agreement Entitlement Automatically.
Enter the Maintenance Agreement for Which the Item Is Priced
Enter the maintenance agreement for which the item is priced/included in the 'Maintenance agreement' field. The maintenance agreement entitlement check is made for the stated maintenance agreement.
Check Maintenance Agreement Entitlement Automatically
The maintenance agreement entitlement check is processed when the customer order line is confirmed. The maintenance agreement entitlement check means that a sales price search is performed, including a check for a maintenance agreement. The sales price is retrieved according to the price origin settings on the customer order type in 'CO Type. Open' (OIS010).
The outcome of the maintenance agreement entitlement check can be one of the following scenarios:
The spare part is covered by a maintenance agreement period, therefore defined as included in 'Agreement Contents' (COS421/B), which you access using related option 25=Content per agreement from 'Maint Agrmnt. Open' (COS410). The sales price is set to 0 (zero) and the price origin is set to M (Maintenance agreement). The maintenance agreement ID is saved on the customer order line. The equipment (if entered on the CO line in Enter the Equipment for Which the Item Is a Spare Part) for which an entitlement check is made and the maintenance agreements ID are displayed on the G panel in (OIS101). To proceed go to Invoice the Customer Order.
The spare part is priced via a maintenance agreement. For all spare part sales where a maintenance agreement check is made and the item is not included (therefore not entitled for sales price zero), a price check is always made against the material price method in (COS410/G). If the item is priced via the maintenance agreement, the sales price is set according to the maintenance agreement. The price origin is set to M (maintenance agreement), and the material price method is set according to the maintenance agreement.
The customer order is delivery reported in 'Picking List. Report' (MWS420) and the spare parts are thereby dispatched from the warehouse.
Invoice the Customer Order
The customer order is invoiced in 'CO Invoice. Print' (OIS180). The maintenance agreement information is printed on the invoice as well as on the quotation and the order confirmation documents. The maintenance agreement information includes the maintenance agreement ID and description.
Update Sales Statistics per Equipment and Maintenance Agreement
The sales statistics are updated. The equipment and maintenance agreement connected to the spare part sales are updated in the statistics and can also be used as a key object. This allows you to obtain statistics for each piece of equipment or maintenance agreement.