Service Agreements

Service Agreements is used to manage the entire service flow, from agreement entry to invoicing. The agreement types are user-defined and can be used for warranty, service, meter invoicing or other agreements. Invoicing can be done in advance, as well as in the normal manner. The scope of the agreement is user-defined and is controlled in service order processing when a service assignment is entered or reported.

Relationship

Service Agreements interacts with other modules as illustrated below.

Service Order Processing

Individual items (service objects) and read meter values for them are entered in Service Order Processing. Service Agreements is used to enter the individual items covered by a service agreement or meter invoicing agreement, for example.

When entering a service order, a check is made to see whether there is a valid service agreement for the individual item. If so, the service agreement contents are checked. When the service order lines are later created, the payer will be internal or external depending on the contents.

When invoicing a service agreement, a type of service order is created that is automatically reported and is therefore ready for invoicing. Preventive service activities for the individual item in an agreement can also be defined. From these agreement lines, preventive service orders and assignments can be generated for Service Order Processing, where they are processed normally.

Sales Statistics & Budgeting

When invoicing a service order for agreement invoicing or for service carried out as stated in an agreement, sales statistics are created. These statistics contain costs, revenues, individual item and agreement information, and other information.

Cross Application Services

Tables and data common to several parts of M3 are created and updated in Cross Application Services. When entering a service agreement, a number of control parameters and table values are used. These are stored in the general system table. Control parameters and table values are created and maintained in Cross Application Services. Examples of control parameters and table values are currency codes, terms of payment and number series.

Project Management

An agreement line can be connected to a project number and project activities. This means that revenues from a project and its activities can be totaled in the general ledger and project order system.

General Ledger

Varying account entries can be used in each individual agreement line. When invoicing a service order for agreement invoicing, these entries will override the automatic entries.

Customer Order Processing

When creating an agreement, standard charges can be entered. These are created and updated in Customer Order Processing.

Cost Accounting

After an agreement is invoiced, calculated costs for it can be recorded in the accounts. If these costs were specified, entries for cost accounting are created when a service order for agreement invoicing is generated and invoiced.

Short term rental

Service agreements can be automatically created when a rental object on a short term rental agreement is checked out.

Long term rental

Service agreements can be automatically created when a long term rental is started. This agreement controls what is included or excluded.

Internal Relationship

Service Agreements includes eight processes. The relationship between the processes is illustrated in this diagram.

Agreement Quotations

Agreement Quotations describes how to create an agreement quotation, track it and, after acceptance from the customer, transfer it to a valid agreement.

Service Agreements

Service Agreements describes how to create agreements for service, warranty and rental of individual items.

Meter Invoicing

Meter Invoicing describes how to create agreements for invoicing meters connected to an individual item.

Crediting and Adjusting Agreement Invoice

Crediting and Adjusting Agreement Invoice describes how to credit or adjust a previously invoiced agreement invoice.

Preventive Service Orders

Preventive Service Orders describes how to generate preventive service orders from agreement lines and update the agreement with information for the next generation of preventive service orders.

It is also possible to just simulate preventive service orders without updating.

Invoicing Service Agreements

Invoicing Service Agreements describes how to invoice service agreements. It covers generation and invoicing of agreement orders, updating statistics and resetting the generation if needed.

Pricing Service Agreements

Pricing Service Agreements describes how to create rules for pricing agreement lines. This is done using contract items which can be connected to price lists, individual items, parent items for individual items, agreement types and agreement order types.

When entering agreement lines, pricing is simplified through the automatic entry of a suitable contract item and agreement price in the line.

Price Adjustment of Service Agreement

Price Adjustment of Service Agreement describes how to adjust or simulate agreement prices entered in an agreement. The prices can be adjusted using a percentage or an index.

Before you start

These applications must be installed: