This procedure is used to create agreement order types used in entering service agreements or agreement quotations. These agreement order types regulate the work flow when entering agreements.
Before you can begin, the following prerequisites must be met:
Follow the steps below to enter agreement order types.
Select Work with 'Service Agrmt Order Type. Open' (SAS455).
Enter an ID for the agreement order type and specify whether the agreement order type is intended for agreement order category 1 (Normal agreement) or 4 (Agreement quotation). The next manual function is 0 for agreement order category 4, and 3 for agreement order category 1.
Enter the name of the agreement order type and the agreement number series, plus the standard values for the panel sequence and agreement type.
If contract items will not be connected to the agreement order type, go to step 6.
Specify the contract items to be proposed during agreement line entry, if none are already specified for the item or individual items.
Specify the service order type to be included in the agreement order when generated. For more information see Invoicing Service Agreements.
Specify the service order type to be included in preventive service orders when generated. For more information, see Preventive Service Orders.
Specify option 11 = Document for the entered agreement order type in 'Service Agrmt Order Type. Open' (SAS455) and then connect documents.
If contract items have not been connected to the agreement order type, go to step 11.
Specify option 12 = Price adjust for the agreement order type and specify the agreement type for which the contract item price is to be adjusted. For more information, see Pricing Service Agreements.
When the agreement order type is entered, the opening panel is displayed. Return to the menu if agreement order type entry is competed.