Entering SA - Meter Invoice Aggregated from Scratch

This document explains how you create a service agreement in which consumption/usage of several individual items is aggregated and invoiced.

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.

Outcome

You have created a service agreement for several individual items.

The service agreement, which is invoiced based on aggregated meter readings, is invoiced at one of the following times:

Individual items covered by a service agreement with meter invoicing are used in:

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 invoicing of a meter agreement is based on actual consumption/usage retrieved from meter readings, which is usually performed by a service technician during field service.

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. Enter SA header

    Enter the general data for the service agreement, also called the service agreement header, when the customer has bought or rented an individual item that includes a service agreement.

    The service agreement header contains the type of data that all service agreements have in common regardless of the location, for instance:

    • A customer
    • The validity time
    • The service agreement type in which the scope of the promised service is stated
    • Different aspects of the pricing and invoicing of the agreement
    • An agreement type for aggregated meter invoicing must be entered in the header since all meters of all individual items in the agreement will be totaled for the meter invoicing.

    You enter the service agreement header in 'Service Agreement. Open' (SAS100).

    A meter price schedule must be connected to the agreement header for agreements with aggregate meter invoicing. Prices for crediting and the aggregate usage should be entered in this price schedule. For agreements without aggregate meter invoicing, the meter price schedule is instead entered for each agreement line that will be invoiced.

    For meter invoicing agreements, prices in the meter price schedules cannot be adjusted automatically with an index or percentage.

  2. Enter meter price schedule

    Enter a meter price schedule per agreement header for an agreement with aggregated meter invoicing.

    The meter price header consists of:

    • A contract item that is used to invoice the agreement
    • Meter price schedule lines, if the price schedule is either stepped or banded.

    Once the meter price schedule is connected to the service agreement, the contract item and meter price schedule lines will be defaulted for all service order lines.

    The meter price schedule is entered in 'Service Agrmt. Update Meter Prices' (SAS121) and the detail lines in 'Service Agrmt. Update Meter Price Scale' (SAS122). The programs are reached from 'Service Agrmt. Open' (SAS100) by selecting options 18 and 19, respectively.

  3. Enter agreement sites

    Enter an agreement site to describe:

    • Where the individual item is placed
    • In what way the specific site location differs from other sites in terms of service manager, payer and payer control.

    You enter the agreement site in 'Service Agrmt. Connect Customer Site' (SAS110), which is started by selecting option 15 in (SAS100).

    Notice that there is no difference between entering an agreement site for a regular service agreement and an aggregated meter invoiced service agreement.

  4. Enter agreement objects

    Enter the agreement objects that are to be covered by the service agreement, the so-called individual items.

    The individual items are entered per site and agreement. Most of the information for the individual items is retrieved from the service order header and service location, but the information can be changed manually for each individual item.

    For agreements with aggregate meter invoicing, the contract item is defaulted from the contract item entered when the aggregate meter price schedule was connected to the agreement header. With aggregated meter invoicing, contract items and meter price schedules are defined per agreement header and apply to all agreement lines.

    You enter agreement objects in 'Service Agrmt. Open Lines' (SAS120), which is started from 'Service Agrmt. Connect Customer Site' (SAS110), which is started by selecting option 15 in (SAS100).

  5. Enter preventive service activities

    Enter preventive maintenance activities for the individual items covered by the service agreement.

    The service activities generate:

    • Simulations used for planning field service activities
    • Service order proposals that must be confirmed to become valid service orders
    • Valid field service orders.

    The preventive maintenance is used for recurrent service activities. The service interval is set based on either a time interval or from calculated usage.

    Service activities are created in 'Service Agrmt. Connect Prevent Service' (SAS130). The preventive service orders are generated from 'Service Agrmt. Create SO for Prevent Srv' (SAS610).

Related topics