File Service Agreements

This document explains how you move old and unused service agreements from the current database to a filing database.

Outcome

Inactive service agreements are moved from the current database to a filing database. The service agreements can then be stored on any kind of media, for example, tape or CD-ROM.

Uses

The filing function is used to move old data from the active database to a filing database. The next step is to move the data to other media outside the system, for example, tape or CD-ROM.

Before you start

Specify the "to" and "from" databases in Settings – Filing (CRS799).

Follow these steps

  1. Start 'Settings - Filing' (CRS799/E).

  2. Examine and, if necessary, change the libraries in the 'From library' and/or 'To library' fields.

  3. Press Enter to save the settings.

  4. Start 'Service Agrmt. File' (SAS090).

  5. Select agreement/agreements by pressing F4 in one or more of the upper fields for selection criteria. If more than one field is selected, sorting order for the selection criteria has to be indicated.

  6. Press Enter to move the selected service agreements from the current database to the filing database. The filing job is submitted.

    Note: The "from" and "to" libraries are specified in Settings – Filing (CRS799).
  7. Press F3 to finish.

Parameters to set

Program ID/Panel Field The field indicates …
(CRS799/E) From library …which library the old agreements are going to be moved from.
(CRS799/E) To library …which library the old agreements are going to be moved to.
(SAS090/E) Agreement number …the unique identity of an agreement
(SAS090/E) Customer number

… a unique ID for each customer.

The complete customer number has 10 positions and is alphanumeric.

(SAS090/E) Agreement order type

…a combined identity for a number of rules which control how the agreement will be treated at entry and beyond in the flow.

Examples:

Preventive maintenance agreement

Meter invoiced agreement

Quotation agreement

(SAS090/E) Agreement type

… the general characteristics of the agreement.

Examples:

Periodicity with which the agreement invoices should be produced

Whether the invoicing is to be done in advance or arrears.

What is included in the agreement, such as work, material or travel.

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