Payer Control for Service and Rentals

This document explains payer control and how it is used in service and rentals.

Outcome

You have defined the rules for how a payer is retrieved for a service order or service agreement.

Payer control is used during service order or service agreement entry to find a payer. If there are several valid payers for the same order or agreement line, a priority order exists in payer control to retrieve the most suitable payer.

Purpose

The main object of payer control is to select the payer for the service order or service agreement when there are several valid payers.

Payer control takes into consideration, among other things, whether:

When

Payer control is used during service order and service agreement entry, and during service assignment reporting.

How

You enter payer control in one of the following programs and panels:

Depending on the payer control you have selected, a payer is retrieved from one of the following:

Types of Payer Control

00 = Site from the service order header.

01 = The same as above, but the site's payer if one has been entered.

02 = Owner of the individual item.

03 = The same as above, but the individual item's payer if one has been entered.

04 = General agent for the individual item.

05 = Manufacturer of the individual item.

06 = Insurance company for the individual item.

07 = Internal customer for sales warranty according to service order type parameters.

08 = Internal customer for workshop warranty according to service order type parameters.

09 = Internal customer for agreement service according to service order type parameters.

10 = Internal customer for supplier warranty according to service order type parameters.

90 = Internal customer for agreement service entered in the agreement site or, if this is not found, the internal customer for agreement service according to service order type parameters for everything included in the agreement. If this is not included in the agreement, the customer site in the service order header is defaulted.

91 = Same as above, but the payer in the customer site if entered in the service order header.

92 = Internal customer for agreement site or, if not found, the internal customer for agreement service according to service order type parameters for everything included in the agreement plus the owner according to the individual item file for everything not included in the agreement.

93 = Same as above, but the payer instead of the owner if one has been entered.

94 = Internal customer for agreement site or, if not found, the internal customer for agreement service according to service order type parameters for everything included in the agreement plus the general agent according to the individual item file for everything not included in the agreement.

95 = Internal customer for agreement site or, if not found, the internal customer for agreement service according to service order type parameters for everything included in the agreement plus the manufacturer according to the individual item file for everything not included in the agreement.

96 = Internal customer for agreement site or, if not found, the internal customer for agreement service according to service order type parameters for everything included in the agreement plus the insurance company according to the individual item file for everything not included in the agreement.

97 = Internal customer for agreement site or, if not found, the internal agreement service according to service order type parameters for everything included in the agreement plus the sales warranty according to service order type parameters for everything not included in the agreement.

98 = Internal customer for agreement site or, if not found, the internal agreement service according to service order type parameters for everything included in the agreement plus the workshop warranty according to service order type parameters for everything not included in the agreement.

Note: For payer control 00-10, the default payer is retrieved immediately according to the selection made. There is no check to see whether there is a valid service agreement.

For payer control 90-98, a check is always made first to see whether the service expense or item is part of a valid service agreement. If not, then processing is performed as it is for payer control 00-08, that is, 9x -> 0x, where x can be 0-8.

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