Create Service Agreement Header

This document explains how you create basic data for a service agreement, a so called service agreement header.

You create basic data for service agreements when:


A service agreement header is created with a unique agreement number.

The agreement header is used as a starting point when you register a service agreement.

The basic data in the agreement header specifies which customer, individual item, validity time and type the agreement is to have.

The following M3 tables are affected:

Before You Start

Follow These Steps

  1. Start 'Service Agreement. Open' (SAS100)

  2. Press F13 to proceed to the P panel and select the A panel in the 'Opening Panel' field. Press Enter to proceed to the A panel.

  3. Enter 1 = 'Create', in the Option field.

  4. Enter an agreement number.

    If the field is left blank an agreement number is proposed from the agreement number series.

  5. Enter a customer number in the 'Customer number' field.

    The customer is retrieved from 'Customer. Open' (CRS610)

  6. Examine and if necessary adjust the agreement order type and the agreement type.

    The agreement order type regulates how the agreement will be treated through the order flow.

    The Agreement type regulates what will be included in the agreement and how it will be invoiced.

  7. Enter the facility to which the customer belongs. Press Enter to proceed to panel E.

    In general facility is a way to divide the company into geographic areas.

Enter validity date, payment terms & invoicing interval (Panel E)

  1. Specify if the agreement is valid by choosing a validity type

    The validity types are user-defined when it comes to name and description but their status determines if the service agreement is to be valid, canceled or deleted.

  2. Enter, the customers internal order number for the service agreement in the 'Customers order number' field.

    Depending on the settings in 'Customer. Enter Service Order Info' (CRS611) the Customers order number can be mandatory.

  3. Enter from and to which date the agreement is valid, in the 'Valid to' and 'Valid from' fields.

    The system proposes the current date in the 'Valid from date' field.

    If you leave the 'Valid from' field blank the agreement will be valid until further notice.

  4. Review and change, if necessary the proposed date for when the invoicing is to begin in the 'Start invoice interval' field

    The proposed start date of the invoice interval is the current date but can be postponed.

  5. Review the next time an invoice will be sent to the customer and the date when the invoice interval ends, in the 'Next order date'- and 'End invoicing interval' fields.

    The 'End invoicing interval' field only displays the calculated end date, which means that changes in this field does not effect the invoicing. The date is displayed when the E-panel is saved.

    For service agreement with:

    …Advanced invoicing the 'Next order date' field will be equal to 'Start invoicing date' field.

    …Invoicing in arrears the 'Next order date' field will be equal to 'End date interval' field.

  6. Specify the invoice interval in the fields: Years, Months and Days.

    The actual day when the customer must pay the invoice depends on the invoice interval, payment terms and invoicing method.

  7. Review and change, if necessary:

    • The way the agreement is invoiced in the 'Invoice method' field
    • Whether the agreement is to be blocked from invoicing in the 'Invoice block' field along with
    • In which way the payer for the agreement is to be retrieved in the 'Payer control' field .
  8. Specify if the customer is to be blocked from service in the 'Service stop' field.

    The valid alternatives are:

    0 = No, there are no limitations concerning service for the customer.

    1 = Service stop applies. No service assignment may be entered for this individual item.

    3 = A warning is issued during service order entry.

    To consider:

    This field is useful if you want to prevent new services to be performed for a customer who has not yet paid old service charges.

  9. Review if the agreement is to be invoiced using meter invoicing in the 'Aggregated meter invoicing' field.

    The value in this field is defaulted from the 'Invoice method' field, above.

  10. Select how the due date is to be calculated in the 'Payment terms' field.

  11. Specify if the several deliveries can be invoiced together in the 'Summary invoice' field.

    The valid alternatives are:

    0 = No, one delivery on each invoice

    1 = Yes, if they belong to the same order number

    2 = Yes, if they belong to the same payer.

  12. Enter a contact person that the customer may contact regarding the service agreement and vice versa, in the field 'Our reference' respectively 'Your reference 1'.

  13. Enter a period curve if the revenues from the account are to be periodized.

    The valid alternatives are:

    998 = The specified amount is allocated evenly to every period

    999 = The specified amount is copied to every period.

  14. Specify if the content of the agreement header, what is included/ excluded, is to be checked against the agreement type, in the 'Check agreement on higher level' field.

    The valid alternatives are:

    0 = No, do not check the agreement header against the agreement type.

    1 = Yes. Check automatically if the agreement header corresponds with the agreement type. Press Enter to get to the E panel

  1. Enter agreement discount and price index (Panel F)

    Enter, if desired information or comments on the agreement in the 'Agreement information' field.

    The field can be used, for example, in query-inquiries in the agreement head file.

  2. Enter, if any:

    Customer discount in the 'Agreed discount' field

    Indexation of agreement in the 'Price index' field

    Automatic renewal in the 'Agreement update/renewal' field.

  3. Review and change, if desired

    The time that is allowed to pass before the service has to start on an error reported individual item, in the 'Response time' field and

    The time that is allowed to pass before the service has to start on an error reported individual item, in the 'Response time' field and

    The agreements term of notice in the three 'Period of notice' fields.

  4. Specify, whether the price on the agreement lines should be locked, in the 'Fixed price' field and if so, until which date the price is to be fixed, in the 'Fixed price to date' field.

  5. Enter, if desired a date for following up the agreement in the 'Follow-up date' field and a code to be used for user defined queries in the 'Follow-up Code' field.

  6. Enter, if desired

    The type of order you want to service agreement to be associated with, in the 'Reference order category' field.

    The valid alternatives are:

    1 = Manufacturing order

    2 = Purchase order

    3 = Customer order

    4 = Requisition order

    5 = Distribution order

    6 = Work order

    7 = Service order

    8 = Project order

    9 = Claim order.

    The order number and order line to be associated with the agreement, in the 'Reference order number'- and 'Reference order line' fields.

  7. Enter, if desired a project and a project element to be associated with the service agreement, in the 'Project number'- and 'Project element' fields.

  8. Enter, if desired a name in the 'User defined accounting control object' field.

    The field is used to identify and sort costs and revenues associated with the service agreement during accounting.

    This field can be entered in any of accounting dimensions 2 to 7 in the string for the current accounting rule in (CRS395).

  1. Enter revenue accounting (Panel G)

    Specify how the agreement is to be revenue accounted in the seven accounting dimensions.

    These seven dimensions can be given company specific names in (CRS012)

  2. Enter User-defined statistics fields (Panel H)

    Enter, if desired any agreement information, later used for statistics in the 'User-defined fields'.

    User-defined field 1' can be changed for each service agreement while the other fields are general for all service agreements.

Enter currency, VAT, language, price lists and charges (Panel I)

  1. Review and change, if desired

    The language to be used in the agreement.

    The currency of the agreement

    The exchange rate type.

    The price list from where the prices on the agreement lines are retrieved.

    The district, division and sales person that the customer belongs to.

    The price list from where the prices on the service expenses are retrieved.

    The country and customer group to which the customer belongs

    The service charge used when the invoice value is less than the limit.

  2. Press Enter to Save settings.

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