Basic Data for Service Agreement

This supporting function is used to create and maintain the basic data required to administrate service agreements.

Follow these steps

This supporting function includes the following activities:

  1. Entering Agreement Types

    Agreement types are entered in 'Service Agrmt Type. Open' (SAS410). For each agreement type, the invoicing interval to be used and how invoicing is to be performed must be specified. Whether the agreement is for service or rental is also specified in the agreement type. Agreement types for service agreements can also include the terms and normal response time applicable for performing the service.

  2. Entering Contract Items

    Contract items are entered in 'Contract Item. Open' (SAS450). These can be entered for general usage or connected to items, individual items, or agreement order types. For more information, see Pricing Service Agreements.

  3. Entering Customers and Site Addresses

    Customers are used to identify the payer in an agreement and the agreement site. For more information, see Create Service Agreements. Entry is made in 'Customer. Open' (CRS610). The agreement site is identified by a customer number and address having address type 2, which is connected to the customer using option 11 = Addresses in the program CRS610.

  4. Entering Individual Items

    Individual items are entered in 'Individual Item. Open' (SOS419). Each individual item belongs to an item number, to identify the kind of product it is. Individual items are specified in agreement lines to describe the specific item included in the agreement.

    Additionally, the owner and site for each individual item are specified. If there are no specific individual items, a temporary individual item can be entered, for which no owner or site need be specified.

  5. Pricing Service Agreements

    Default proposals for contract items and agreement prices in agreement lines can be predefined when pricing service agreements. These proposals can vary with the individual item, its superior item, agreement type, and agreed response time.

  6. Defining Agreement Contents

    The contents of a service agreement can be defined on three levels:

    • Per agreement line
    • Per agreement
    • Per agreement type.

    The contents are entered as basic data for the service agreement when this agreement type is used in a current agreement line. Any differences per agreement or agreement line can be entered later for each specific agreement.

    The general agreement contents can be defined by specifying option 11 = Agt contents for an agreement type in 'Service Agrmt Type. Open' (SAS410).

    The contents can be any of the following:

    • Defined items
    • Defined service expenses
    • Defined item groups
    • Defined product groups
    • Defined service expense types
    • Defined service expense categories (0-8, where 0-7 are different service expenses and 8 is for items)
    • Defined assignment types
    • Defined service expense categories
    • Defined action codes
    • A specified quantity
    • All of the above.

    It is also possible to enter an item number or function area if applicable. The item number is the number of the individual item to be serviced. The function area is the area for which service is performed (for example, the engine). If no item number or function area is entered, then the general definition of the agreement contents applies.

    In the agreement line and header, it is specified whether the contents should be checked on a higher level. If, for example, the contents should be checked on both the line and header levels, they will first be checked on the agreement line level. They will then be checked on the header level and, finally, they will be checked generally for the agreement type. The general definition for the agreement type applies if nothing else is defined for the agreement or header. In order for this check to be made, the individual item to be serviced must be entered in a valid service agreement.

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