Define Rules for Creating Service Agreement Lines

This document explains how you change the settings for working with agreement lines.

These settings are used when you want to:

Outcome

You have specified:

Uses

Once the rules for creating the service agreement lines are set, you will be able to:

Before you start

Follow These Steps

  1. Start 'Service Agrmt. Open' (SAS100/B). Highlight a service agreement and select option 15 to start 'Service Agrmt. Connect Customer Site' (SAS110). Highlight an agreement line to start 'Service Agrmt. Open Lines' (SAS120).

  2. Press F13 to display the P panel.

  3. Specify in the 'Panel sequence' field which panels are to be displayed and the order they should appear during agreement line entries and changes.

  4. Select whether the agreement line is to be entered from detailed panels or via quick entry.

  5. Specify whether the changes in the agreement price or agreement price quantity must be confirmed before taking place.

  6. Specify whether the agreement price is to be retrieved according to the price hierarchy during changes in

  7. Specify whether the following information on the original agreement line is to be copied:

    • Line price – in the 'Copy price' field
    • Line texts – in the 'Copy text' field
    • Service manager – in the 'Copy service manager' field
    • Preventive service activities – in the 'Copy preventive service' field
    • Meter price schedule – in the 'Copy meter price schedule' field.

Parameters to Set

Program ID/Panel Field The field indicates …
(SAS120/P) Opening panel

…which panel is to be opened when you start 'Service Agrmt. Open' (SAS100).

The valid alternatives are:

Panel A - used to register a known individual item.

Panel B - used to select an individual item from the list to register or change.

(SAS120/P) Panel sequence

…the panels to be displayed and the order in which they appear in (SAS120).

The valid alternatives are:

E = Detail panel for contract item, its name, validity date and invoicing range

F = Detail panel for contract item prices and discounts

G = Detail panel for revenue and cost IDs

H = Detail panel for user-defined agreement fields

I = Detail panel for service manager, technician and preventive service code

T = Text for each agreement line

1 = Pre-text for agreement lines

2 = Post-text to agreement lines

3 = 'Service Agrmt. Connect Prevent Service' (SAS130)

4 = 'Service Agrmt. Enter Content/Line' (SAS127)

5 = 'Service Agrmt. Connect Prevent Activity' (SAS131)

8 = 'Service Agrmt. Update Meter Prices' (SAS121). This is only available for non-aggregate meter invoicing.

9 = 'Service Agrmt. Update Meter Price Scale' (SAS122). This is only available for non-aggregate meter invoicing and for contract item price schedule types 01 and 02.

(SAS120/P) Entry option

…whether an agreement line is to be entered by a quick entry.

If alternative 1 is selected all detail panels will be displayed during entry.

(SAS120/P) Check sequence

…in which order item identities should be processed in the agreement line entry.

The only valid alternative is 4 = Individual item number.

If both item number and individual item number are allowed, the check sequence controls in which order the databases will be searched for the record.

(SAS120/P) Confirm with Enter

…whether you want to confirm a new entry in (SAS100/A) by pressing Enter.

To consider:

If the current field is activated, the fields for Customer, 'Service agreement order type' and 'Service agreement type' in (SAS100/A) will need to be confirmed.

(SAS120/P) Retrieve new price …whether a new agreement price should be retrieved according to the price hierarchy when changes are made to the agreement price or agreement price quantity.
(SAS120/P) Copy Price

…whether the price on the agreement line should be copied.

If 0 = No is entered, the price must be entered manually.

(SAS120/P) Copy text

…whether the pre- and post-texts on the agreement line are to be copied to the new agreement line.

If you select option 0 = No, pre- and post-texts for the agreement line can be entered manually with option 11 and 12.

(SAS120/P) Copy service manager

…whether the service manager is to be copied to the new agreement line.

If you select option 0 = No, a service manager for the specific agreement line can be entered later on the detail panel.

(SAS120/P) Copy preventive service

…whether the preventive service activities entered on the original agreement line are to be copied to the new agreement line.

If you select option 0 = No, preventive service activities can be manually entered in 'Service Agrmt. Connect Prevent Service' (SAS130).

(SAS120/P) Copy meter price schedule

…whether the meter price schedule for the individual item on the agreement line is to be copied to the new agreement line.

If you select option = No, a meter price schedule can be entered manually with option 18 from 'Service Agrmt. Open Lines' (SAS120).

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