Update/Renew Service Agreement

This document explains how you update the agreement content and renew the agreement's period of validity.

Outcome

A service agreement has been modified in reference to one or more of the following:

The updated and/or renewed agreement is used

How the System Is Affected

The update/renewal of an agreement updates the following files:

Before you start

A service agreement for a specific individual item and customer must exist in 'Service Order. Open' (SOS100).

Follow These Steps

Settings for update renewal

  1. Start 'Service Agrmt. Update/Renew' (SAS630).

  2. Select F13 to display the P panel.

  3. Select which panel is to be the start panel in the 'Opening panel' field.

    The valid alternatives are:

    A = Used when the report version is known

    B = Used to display a list of objects

    E = Detailed panel for update/renewal

    F = Selection screen F

    G = Selection screen G.

  4. Specify which panels are to be displayed and in which order every time you start (SAS630) in 'Panel sequence' field.

    The valid alternatives are:

    E = Changes in assignment

    F = Selection of the assignment to be renewed

    G = Continuation of the F Panel, assignments to be renewed.

  5. Enter the date format to be used in (SAS630).

    The valid alternatives are:

    YMD = YYMMDD (year, month, day)

    DMY = DDMMYY (day, month, year)

    MDY = MMDDYY (month, day, year)

    YWD = YYWWD (year, week, weekday).

  6. Select whether the updated agreement is to be saved as a suffix to the original agreement.

    Note: If suffix is not used, the agreement is updated but it will not be possible to trace the original information.
  7. Press Enter to proceed to the A or B panel.

Update/renew from a existing report version

  1. If you start from the A panel, enter the name of the report version you want to update or create a new version.

    Press Enter.

  2. Starting from the B panel and depending on the panel sequence you specified, one of the following panels is displayed:

    • Panel E, continue with the next step.
    • Panel F, go to Create selection for agreement update (F panel)
    • Panel G, go to Create selection for agreement update – Continued (G panel)
  3. Enter an optional text to be used as a report header and heading on a cover sheet in the report text field.

  4. Select whether to save the changed or created service agreement as a proposal.

    The valid alternatives are:

    0 = Simulate a proposal of changed agreement lines

    1 = Update the agreement files with the changes.

  5. Select whether the agreement is to be extended in the 'Extend agreement' field.

    The valid alternatives are:

    0 = No

    1 = Yes

    Alternative 0 is used when the agreement price or the agreement types should be changed in a valid agreement without extending the agreement.

    Alternative 1 is used, when the agreement (agreement lines) will be extended by a general number of years, months or days. This is either proposed from the agreement type or entered in the 'New valid dates' fields below.

  6. Enter till when the agreement will be valid in the 'New valid dates' fields.

  7. Specify whether the data from the changed agreement is to be printed, as follows:

    Print - the selected agreement lines and changes are printed.

    'Print Agreement' – the new agreement documents for changed agreement lines are printed.

    'Print trf file' - the changed agreement lines are written to a transfer file, called SARENA.

  8. Specify whether the agreement price is to be changed in the following fields:

    'Change price' – price on the agreement will be changed

    'Change factor' – the price change is a factor of the current agreement price

    'Changed amount' – the price change is an amount

    'Rounding off' – the changed price will be rounded off.

  9. Specify whether the agreement conditions, the so-called contract items, are to be changed in the 'Change contract item' and 'New contract item' fields.

  10. Specify whether agreement-specific information fields and the type of agreement are to be changed in the following fields:

    'New customer's order number' – The order number that the customer wants to identify the renewed agreement by.

    'User-defined agreement field 1' and 'User-defined agreement field 6' – Fields that are used for custom report templates as well as for displaying and storing customer information. The field headings for these fields are user-defined and entered in (SAS480).

    'Agreement information' – Optional internal information about the agreement that may be used for queries.

    'New agreement type'– the new agreement type to be updated in the corresponding field in the selected agreement lines. If the agreement type in the agreement line is changed, the change will also take place on the agreement type and on the agreement header (if they are the same as the changed agreement type).

  11. Press Enter to start renewal of agreement or, depending on the panel sequence, proceed to the F or G panel.

Create selection for agreement update (F panel)

  1. Examine and, if necessary, change the proposed range for valid to date of the agreements to be updated in the 'Valid to' field.

    By entering a 'from' and 'to' selection for this date you can select all agreement lines that are approaching expiration and renew them.

  2. Examine and, if necessary, change the proposed, customer related selection range of the agreements to be updated in the 'Agreement number,' 'Agreement number suffix,' 'Agreement customer,' 'Customer site' and 'Address number' fields.

  3. Examine and, if necessary, change the proposed range of agreement types in the fields for 'Agreement type.'

  4. Examine and, if necessary, change the proposed, item related selection range of the agreements to be updated in the 'Item number,' 'Item group,' 'Product group' and 'Contract item' fields.

  5. Press Enter to display the G panel.

Create selection for agreement update – Continued (G panel)

  1. Examine and, if necessary, change the proposed selection range for the 'Validity type,' Currency, 'Ind item group,' and Brand fields.

  2. Press Enter to generate the agreement update and return to the E panel.

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