Entering SA - Meter Invoice Non-aggregated from Scratch

This document explains how you create a service agreement with 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.

Outcome

You have created a service agreement for one or more individual items.

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

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

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 invoice for a meter agreement is based on the 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.

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

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

  2. 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 a non-aggregated meter invoiced service agreement.

  3. Enter agreement objects

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

    For a non-aggregated meter invoiced service agreement, the contract item must belong to price type 05.

    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.

    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).

  4. Enter price schedule header

    The meter price schedule is defined per agreement line in agreements with non-aggregate meter invoicing.

    The header of the meter price schedule is copied to the agreement line from a contract item for meter invoicing. The information in the header can be changed for each agreement line.

    This is done in 'Service Agrmt. Update Meter Prices' (SAS121), which is accessed from 'Service Agrmt. Open Lines' (SAS120).

  5. Enter price schedule lines

    Price schedule lines are only used for price schedule type 01 (stepped ranges) or 02 (banded ranges).

    For each meter, prices per unit are entered here for each quantity step that is entitled to a reduction of price. . Default prices are proposed from the meter price schedule connected to the contract item that is entered in the previous step. These prices can be changed for each agreement.

    The price schedule lines are entered in 'Service Agrmt. Update Meter Price Scale' (SAS122), which is accessed from (SOS120).

  6. 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 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).

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