Migration of Service Agreements

The auxiliary program 'SRV Agreement. Convert to MAI' (SAS930) creates maintenance agreements in 'Maint Agrmnt. Open' (COS410) from a selected range of service agreements in 'Service Agrmt. Open' (SAS100). Customer sites connected to the service agreement in 'Service Agrmt. Connect Customer Site' (SAS110) will create records in 'Agreement Site. Open' (COS403). The agreement lines in 'Service Agrmt. Open Lines' (SAS120) will create records in 'Maintenance Agreement Equipment. Open' (COS433). Additionally, information from service agreement header content and service agreement header charges are migrated.

Information from the following programs is considered in the migration of service agreements using (SAS930):

Before you start

Before running (SAS930), the auxiliary programs for migrating individual items (SAS925), contract items (SAS927), and service expenses (SAS128) must first be ran.

It is also required to create the following data manually:

Overview

The program 'SRV Agreement. Convert to MAI' (SAS930) is split into sections such as Selection, Maintenance Agreement, Meter, Content Information for Agreement, and Meter Information.

In the Selection section, the fields for agreement number are mandatory. These fields define the range of service agreements that will be migrated from (SAS100). The fields 'customer', 'agreement order type', 'agreement type' and 'facility' are optional and will, if specified, limit the migration selection to include only service agreements matching the specified selection data. For example, all agreements can be selected in the agreement number selection but limited only to those agreements of a specific agreement type, facility etc.

In the Maintenance Agreement section, the field for agreement is mandatory. This field defines the template maintenance agreement that will be used for creating new records in (COS410).

In the Meter section, the fields 'Year', 'Month' and 'Day' are mandatory. These fields define the meters in (MMS051) that will be used to define the agreement line calendar pricing in (COS433).

The section, Content Information for Agreement relates to the migration of agreement content from 'Service Agrmt. Enter Content' (SAS128). If an internal payer from (CRS610) and internal payer agreement from (COS410) is optionally specified, this information is used to write the internal payer and agreement on the included agreement content in 'Agreement Contents (COS421). If nothing is specified, the internal payer and agreement on included content lines in (COS421) will be blank.

The section, Meter Information relates to migration of agreement lines with meter-based pricing. The fields 'structure type', 'service', 'operation plan version' and 'distribution curve' are mandatory. The selected service definition will be connected to the agreement line in (COS433). The operation plan version and distribution curve will create a forecasted operation plan in (MOS380) for the individual item and connect this to the agreement line in (COS433).

Migration of service agreement header

Values are populated in (COS410) based on the predefined values from the maintenance agreement template specified in (SAS930), with exception of the values in the below migration table.

Note: The agreement type on the template maintenance agreement in (COS410) must be configured for periodic invoicing as the agreement type cannot be changed after migration.

The following values from (SAS100) update (COS410):

(SAS100) (COS410) Comments
CUPL Customer CUNO Customer  
CTNO Agreement AAGN Agreement  
VADF Valid from date STDT Start date  
VADT Valid to date TODT To date If VADT in (SAS100) is blank, then the TODT in (COS410) is set to a date two years ahead of the migration date.
CUCD Currency AMCU Material Currency  
CUCD Currency AACU Agreement Currency  
CRTP Exchange rate type CRTM Exchange rate type - Material  
CRTP Exchange rate type CRTA Exchange rate type - Agreement  
FACI Facility FACI Facility  
AMTN Curve AMTN Curve  
NPAM Number of periods NPAM Number of periods  
OREF Our reference OREF Our reference  
YREF Your reference YREF Your reference  
PROJ Project APRS Project  
ELNO Project element ELNO Project element  
SMCD Salesperson RESP Responisble  
AINF Agreement information TX30 Text  

Migration of service agreement content

If service agreement content is defined in (SAS128) on a migrated service agreement, then this information is converted to 'Agreement Contents' (COS421). For included content lines the internal payer and agreement specified in (SAS930) will be populated in (COS421/E). If payer and agreement is not specified in (SAS930), then this information should be manually specified in arrears.

Before running the auxiliary program for migrating service agreements with agreement content specified, it is important that the program for migrating service expenses (SAS914) is ran, as the agreement lines can include service expenses.

All the content lines from (SAS128) cannot be migrated due to functionality limitations. This table specifies the content lines that are included in the migration:

(SAS128) (COS421) Comments
IDTP IDEN ALNT AZIDEN W1IDEN  
0-Any ITNO 2-Material 1-Item number ITNO  
1-Item number ITNO 2-Material 1-Item number INTO  
2-Service Expense SVID 4-Misc 1-Misc cost type AMTY  
3-Item group ITGR 2-Material 3-Item group ITGR  
4-Product group ITCL 2-Material 4-Product group ITCL  
6-Service expense category 8-Material (from item file) 2-Material 99-All mtrl transactions included blank  

The following values from (SAS128) update (COS421):

(SAS128) (COS421) Comments
(SAS128/E) EXCL Excluded (COS421/E) EXCL Excluded Can be either 0 or 1
(SAS128/E) IDTP Item ID type (COS421/E)     Combination of field ALNT, IDEN & IDEN (defined in separate table)
(SAS128/E) IDEN Item ID (COS421/E)     Combination of field ALNT & IDEN (defined in separate table)
(SAS930/E) PYN1 Payer (COS421/E) PYN1 Payer An Internal Payer must be created in (CRS610) before migrating
(SAS930/E) AAG1 Agreement (COS421/E) AAG1 Agreement An Internal Payer Agreement must be created in (COS410) before migrating

Migration of service agreement charges

If agreement charges are defined in (SAS103) on the migrated service agreements, then this information is converted to 'Maint Agrmt. Connect Charge' (COS416).

The following values from (SAS103) update (COS416).

(SAS103) (COS416) Comments
CUPL Customer CUPL Customer  
CTNO Agreement AAGN Agreement  
CRID Charge CRID Charge  
CRTY Internal charge CRTY Internal charge  
CRAM Charge CRAM Charge  
CRAM Charge CRAA Charge  
VTCD VAT Code      
    TAXC Tax Code Fetch through the charge record in OIS030.
HACD Debit frequency HACD Debit frequency  
ACRF User-defined accounting control object ACRF User-defined accounting control object  
CRD0 Name CRD0 Name  
CRFA Calculation factor CRFA Calculation factor  
CRME Calculation method CRME Calculation method  
         

Migration of service agreement site

If agreement customer sites are defined in (SAS110), the sites are migrated to (COS403).

The following values from (SAS110) update (COS403):

(SAS110) (COS403) Comments
CUPL Customer CUPL Customer  
CTNO Agreement AAGN Agreement  
    ADRT Address type ADRT is always set to '2-Location address'.
ADID Address number ADID Address number If no ADID is entered in SAS110, the field will be automatically fetched/created.
DIVI Division DIVI Division  
FACI Facility FACI Facility  
AAGT Agreement type AAGT Agreement type  
    STAT Status STAT is always set to '20 – Definite'
VADF Valid from date STDT Start date  
VADT Valid to date TODT To date If VADT is not set, the TODT is set to a date two years ahead.
IIDF Start date – invoicing range IIDF Start date – invoicing range  
IIDT End date – invoicing range IIDT End date – invoicing range  
NODT Next invoice date NODT Next invoice date  
IIYR Invoicing interval - years IIYR Invoicing interval - years  
IIMO Invoicing interval – months IIMO Invoicing interval - months  
IIDA Invoicing interval - days IIDA Invoicing interval - days  
CFJ1 User defined field CFJ1 User defined field  
CFJ2 User defined field CFJ2 User defined field  
CFJ3 User defined field CFJ3 User defined field  
CFJ4 User defined field CFJ4 User defined field  
CFJ5 User defined field CFJ5 User defined field  
CFJ6 User defined field CFJ6 User defined field  
CFJ7 User defined field CFJ7 User defined field  
CFJ8 User defined field CFJ8 User defined field  
CFJ9 User defined field CFJ9 User defined field  
CFJ0 User defined field CFJ0 User defined field  
ILCD Invoice block ILCD Invoice block  
LSCD Service stop LSCD Service stop  
IVNO Invoice number IVNO Invoice number  
IFDT First invoice date IFDT First invoice date  
AIT1 Accounting dimension 1 AIT1 Accounting dimension 1  
AIT2 Accounting dimension 2 AIT2 Accounting dimension 2  
AIT3 Accounting dimension 3 AIT3 Accounting dimension 3  
AIT4 Accounting dimension 4 AIT4 Accounting dimension 4  
AIT5 Accounting dimension 5 AIT5 Accounting dimension 5  
AIT6 Accounting dimension 6 AIT6 Accounting dimension 6  
AIT7 Accounting dimension 7 AIT7 Accounting dimension 7  
PROJ Project PROJ Project  
ELNO Project element ELNO Project element  
ACRF User-defined accounting control object ACRF User-defined accounting control object  
PYNO Payer PYNO Payer  
INPX Invoice prefix INPX Invoice prefix  
EXIN Extended invoice number EXIN Extended invoice number  
SRES Service manager SRES Service manager  
TEC1 Technician TEC1 Technician  
TEC2 Technician TEC2 Technician  
DIST Number of kilometer DIST Number of kilometer  
LZON Service zone LZON Service zone  
TRTI Planned travel time TRTI Planned travel time  
TVCD Travel type TVCD Travel type  
APTM Response time APTM Response time  
FUCD Follow-up code FUCD Follow-up code  
FUDT Follow-up date FUDT Follow-up date  
OFNO Quotation number OFNO Quotation number  
WOSC Work schedule WOSC Work schedule  
RORN Reference order number RORN Reference order number  
RORL Reference order line RORL Reference order line  
RORX Reference order suffix RORX Reference order suffix  
    RORC Reference order category Always set to zero.
DOWT Downtime      
CUPL Customer CUNO    
AMTN Curve AMTN Curve  
NPAM Number of periods NPAM Number of periods  

Migration of service agreement lines

If agreement lines are defined in (SAS120), they will be migrated to (COS433). The migration of agreement lines behaves differently depending on the price type of the contract item on the agreement line in (SAS120).

Migration of service agreement line with calendar based invoicing

Agreement lines in (SAS120) with contract items of price type '0-Monthly','1-Yearly' or '2-Daily' create calendar-based invoicing (MBII=No) agreement lines in (COS433). The agreement line is created based on the migrated individual item and the migrated contract item. If the individual item does not exist in (MMS240) or the contract item ID does not exist in (MOS300), the agreement line will be dropped. Before migrating it is therefore required to first:

To migrate the contract item price type (AFPT) '0-Monthly price', '1-Yearly price', '2-Daily price' from (SRV) to (MAI/MNT), a translation must be made between the (SRV) contract item price type in (SAS450) and the (MAI/MNT) time unit on meters in (MMS051).

It is therefore required to create meters in (MMS051) for the three calendar based time units (CACD) '3-Days', '4-Months' and '5-years' and specify these meters in the corresponding fields in (SAS930). If, for example, an agreement line with a contract item of price type '0-Monthly price' is migrated, the meter with time unit '4-Months' will be selected from (SAS930) and connected to the agreement line in (COS433).

The following values from (SAS120) update (COS433):

(SAS120) (COS433) Comments
CUPL Customer CUPL Customer  
CTNO Agreement AAGN Agreement  
    ADRT Address type ADRT is always set to '2-Location address'.
ADID Address number ADID Address number If no ADID is entered in SAS110, the field will be automatically fetched/created.
ITNO Item number ITNO Item number  
    BANO Lot number Fetch through the equipment record created from the individual item in the migration program SAS925.
    STRT Structure type Fetch through the service record created from the contract item in the migration program SAS927.
    SUFI Service Fetch through the service record created from the contract item in the migration program SAS927.
CUPL Customer CUNO Customer  
DIVI Division DIVI Division  
FACI Facility FACI Facility  
VADF Valid from date STDT Start date  
VADT Valid to date TODT To date If VADT is not set, the TODT is set to a date two years ahead.
    MES0 Meter Input field in SAS930.
    STAT Status Always set to '20–Definite'
IIDF Start date – invoicing range IIDF Start date – invoicing range  
IIDT End date – invoicing range IIDT End date – invoicing range  
NODT Next invoice date NODT Next invoice date  
IIYR Invoicing interval - years IIYR Invoicing interval - years  
IIMO Invoicing interval – months IIMO Invoicing interval – months  
IIDA Invoicing interval - days IIDA Invoicing interval - days  
AGQT Agreed quantity AGQT Agreed quantity  
SAPR Sales price SAPR Sales price  
INVM Invoicing method INVM Invoicing method  
    AMTN Curve Value taken from newly created ACUSTE record (COS403).
    NPAM Number of periods Value taken from newly created ACUSTE record (COS403).
    MBII Meter based invoicing indicator Value taken from newly created ACUSTE record (COS403).
LSCD Service stop LSCD Service stop  
ILCD Invoice block ILCD Invoice block  
AIT1 Accounting dimension 1 AIT1 Accounting dimension 1  
AIT2 Accounting dimension 2 AIT2 Accounting dimension 2  
AIT3 Accounting dimension 3 AIT3 Accounting dimension 3  
AIT4 Accounting dimension 4 AIT4 Accounting dimension 4  
AIT5 Accounting dimension 5 AIT5 Accounting dimension 5  
AIT6 Accounting dimension 6 AIT6 Accounting dimension 6  
AIT7 Accounting dimension 7 AIT7 Accounting dimension 7  
RORN Reference order number RORN Reference order number  
RORL Reference order line RORL Reference order line  
RORX Reference order suffix RORX Reference order suffix  
    RORC Reference order category Always set to zero.
PROJ Project PROJ Project  
ELNO Project element ELNO Project element  
ACRF User-defined accounting control object ACRF User-defined accounting control object  
CFJ1 User defined field CFJ1 User defined field  
CFJ2 User defined field CFJ2 User defined field  
CFJ3 User defined field CFJ3 User defined field  
CFJ4 User defined field CFJ4 User defined field  
CFJ5 User defined field CFJ5 User defined field  
CFJ6 User defined field CFJ6 User defined field  
CFJ7 User defined field CFJ7 User defined field  
CFJ8 User defined field CFJ8 User defined field  
CFJ9 User defined field CFJ9 User defined field  
CFJ0 User defined field CFJ0 User defined field  

Migration of service agreement line with meter-based pricing

Agreement lines in (SAS120) with contract items of price type '5-Price list for meter invoicing' create meter-based invoicing (MBII=Yes) agreement lines in (COS433). The agreement line is created based on the migrated individual item and the selected service definition in (SAS930). If the individual item does not exist in (MMS240), the agreement line will be dropped. Before migrating it is required to first:

All agreement lines with contract items of price type '5-Price list for meter invoicing' cannot be migrated due to functionality limitations. Only agreement lines with price schedule type '4-Recon inv O/U' in 'Service Agrmt. Update Meter Prices' (SAS121) are included in the migration.

For populating the (COS433) fields for meter-based pricing, a forecast operation plan must be created for the individual item in (MOS380) and connected to the agreement line in (COS433). Running the auxiliary program (SAS930) automatically creates the operation plan based on information specified in (SAS930), information retrieved from (SAS121) and the invoice meter I1 from (SOS418):

The following values from (SAS120) and (SAS121) update (COS433):

(SAS120) & (SAS121) (COS433) Comments
  CUPL Customer CUPL Customer  
  CTNO Agreement AAGN Agreement  
      ADRT Address type ADRT is always set to '2-Location address'.
  ADID Address number ADID Address number If no ADID is entered in SAS110, the field will be automatically fetched or created.
  ITNO Item number ITNO Item number  
      BANO Lot number Fetch through the equipment record created from the individual item in the migration program SAS925.
(SAS930/E) STRT Structure type STRT Structure type  
(SAS930/E) SUFI Service SUFI Service  
  CUPL Customer CUNO Customer  
  DIVI Division DIVI Division  
  FACI Facility FACI Facility  
  VADF Valid from date STDT Start date  
  VADT Valid to date TODT To date If VADT is not set, the TODT is set to a date two years ahead.
      MES0 Meter Input field in SAS930.
      STAT Status Always set to '20–Definite'
  IIDF Start date – invoicing range IIDF Start date – invoicing range  
  IIDT End date – invoicing range IIDT End date – invoicing range  
  NODT Next invoice date NODT Next invoice date  
  IIYR Invoicing interval - years IIYR Invoicing interval - years  
  IIMO Invoicing interval – months IIMO Invoicing interval – months  
  IIDA Invoicing interval - days IIDA Invoicing interval - days  
  N/A N/A AGQT Agreed quantity Always set to 1
SAS121/E AMPR Agreed meter unit price SAPR Sales price  
  INVM Invoicing method INVM Invoicing method  
      AMTN Curve Value taken from newly created ACUSTE record (COS403).
      NPAM Number of periods Value taken from newly created ACUSTE record (COS403).
      MBII Meter based invoicing indicator Value set to Yes
      ITPE Invoice type Value set to '3-Forecast and reconsile'
SAS121/E RCYR Reconcile interval - years RCYR Reconcile interval - years  
SAS121/E RCMO Reconcile interval - months RCMO Reconcile interval - months  
SAS121/E RCDY Reconcile interval - days RCDY Reconcile interval - days  
SAS121/E NRED Next reconciliation date NRED Next reconciliation date  
SAS121/E SRED Start reconciliation date SRED Start reconciliation date  
SAS121/E ERED End reconciliation date ERED End reconciliation date  
SAS930/E OPVR Operation plan version OPVR Operation plan version  
SAS121/E OUMP Overusage meter unit price OUMP Overusage meter unit price  
  LSCD Service stop LSCD Service stop  
  ILCD Invoice block ILCD Invoice block  
  AIT1 Accounting dimension 1 AIT1 Accounting dimension 1  
  AIT2 Accounting dimension 2 AIT2 Accounting dimension 2  
  AIT3 Accounting dimension 3 AIT3 Accounting dimension 3  
  AIT4 Accounting dimension 4 AIT4 Accounting dimension 4  
  AIT5 Accounting dimension 5 AIT5 Accounting dimension 5  
  AIT6 Accounting dimension 6 AIT6 Accounting dimension 6  
  AIT7 Accounting dimension 7 AIT7 Accounting dimension 7  
  RORN Reference order number RORN Reference order number  
  RORL Reference order line RORL Reference order line  
  RORX Reference order suffix RORX Reference order suffix  
      RORC Reference order category Always set to zero.
  PROJ Project PROJ Project  
  ELNO Project element ELNO Project element  
  ACRF User-defined accounting control object ACRF User-defined accounting control object  
  CFJ1 User defined field CFJ1 User defined field  
  CFJ2 User defined field CFJ2 User defined field  
  CFJ3 User defined field CFJ3 User defined field  
  CFJ4 User defined field CFJ4 User defined field  
  CFJ5 User defined field CFJ5 User defined field  
  CFJ6 User defined field CFJ6 User defined field  
  CFJ7 User defined field CFJ7 User defined field  
  CFJ8 User defined field CFJ8 User defined field  
  CFJ9 User defined field CFJ9 User defined field  
  CFJ0 User defined field CFJ0 User defined field  
           

The following values from (SAS930) and (SAS121) update (MOS380):

(SAS930) & (SAS121) (MOS380) Comments
(SAS930/E) OPVR Operation plan version OPVR Operation plan version  
      ITNO Item number  
      SERN Serial number  
(SAS930/E) DICU Distribution curve DICU Distribution curve  
      MES1 Meter 1 Fetch from (MMS051) the matching record for TX15 of invoice meter I1 in (SOS418)
(SAS121/E) ATOQ Agreed total quantity FOTQ Total forecast  
(SAS120/E) VADF Agreement line start date CYW6 Year/period Recalculates agreed interval (AIYR+AIMO+AIDY) from (SAS121) into months
(SAS121/E) AIYR+AIMO+AIDY Agreed interval PERI Period within calendar year Recalculates agreed interval (AIYR+AIMO+AIDY) from (SAS121) into months

Functional limitations

All fields not mentioned in the migration tables are considered limitations. Additionally:

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