Processing Service Agreement

This document explains how you create a service agreement for an individual item that does not use meter invoicing.

You process a service agreement when an individual item is bought or rented with a specific service level that is valid for a certain period of time.


You have created a service agreement for one or more individual items. The service agreement has either been invoiced in advance, during the agreement period or after the agreement has expired.

When a service agreement or a service agreement quotation is created the following files are updated:

Individual items covered by an agreement are used in a service order and in short- and long-term rental agreements. When the service order or the rental agreement is created, the service agreement will specify whether spare parts and work are included in the agreement, covered by a warranty or should be charged to the customer.

The service order is created in 'Service Order. Open' (SOS100). Short-term rental agreements are created in 'Rental Agreement. Open' (STS100), and long-term rental agreements in (LTS100).

Before you start

Follow These Steps

  1. Quoting Service Agreement

    Create a service agreement quotation when the customer wants a quotation before approving the scope and cost of the service agreement.

    You register a service agreement quotation in 'Service Agrmt. Open' (SAS100).

  2. Entering Service Agreement

    Create a service agreement when:

    • An individual item is sold or rented with a service agreement
    • The existing agreement must be renewed
    • An existing agreement requires substantial changes.

    You enter a service agreement either by creating an agreement from scratch or by copying an existing agreement in 'Service Agrmt. Open' (SAS100).

  3. Invoicing Service Agreement

    Invoice the service agreement in 'SO Invoice. Print' (SOS180). The account codes are transferred automatically to the general ledger.

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