Contract Templates (tsctm0150m000)

Use this session to maintain the service-contract templates.

 

Contract Template

The code that uniquely identifies the service-contract template.

Description

The description or name of the code.

Search Argument

An alternative form of a description used for convenience during searching. A search key is usually an abbreviation, an acronym, or a mnemonic alternative to a full description.

Service Office

The code of the Service Office which normally uses this contract template. In the process of determining the best matching contract item price list the service office of the contract template is also taken into account. A match is with the service office of the 'header' (contract or quotation).

Service Office

The name of the service office.

Effective Date

Depending on its context, an effective date can be the first day on which a contract quotation is valid, the first day on which a service contract is active, or the first day on which you can use a template for quotations or contracts. The effective date often includes the effective time.

Expiry Date

Depending on its context, an expiry date can be: The last day on which a contract quotation is valid. The default expiry date for a quotation is the quotation date + effectivity period of quotations [days], as set in the Service Order Parameters (tssoc0100m000) session; The last day on which a service contract is active. After this date it becomes expired; The last day on which you can use a template for quotations or contracts. Note that the expiry date often includes the expiry time.

Expiry Date of the Contract Template cannot be earlier than the effective time.

Duration

A numeric value.

Duration

The period of time over which the contract runs. The contract duration is defined by a numeric value in combination with a period unit, for example 2 Month.

Pricing Method

The method indicating how the contract price is determined.

The following pricing methods are available:

  • Sales Value of Configuration
  • Budgeted Service Costs
  • Installation Group/Item Pricing
Percentage of Sales Value

If the pricing method used is Sales Value of Configuration, a percentage value is required.

The Percentage of Sales Value can only be defined if the Pricing Method is defined as Sales Value of Configuration.

Currency

The currency that is specified on the service-contract template.

Installment Template

A template specifying an invoice method, the interval between two installments, the installment variant and the method in which the number of financial periods of an installment should be specified. The template can be used in contract quotations and service contracts.

 

Coverage Terms

Starts the Template Coverage Terms (tsctm1120m100) session.