Contract Management Parameters (tsctm0100m000)

	Contract Management Parameters (tsctm0100m000) This session contains: A history list of parameter sets and their effective dates. The most recent parameter sets are at the end of the list. The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. You can use the Print Service Parameters (tsmdm0400m000) session to print and compare the parameter sets. To view or change the current parameters, double-click the set without an effective date that appears at the top of the list. The Contract Management Parameters (tsctm0100m000) details session starts. If you make changes and save the new parameter setting, LN performs the following actions: Adds the new set at the end of the history list. Updates the current set (at the top of the list). Note By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text. Related topics Number groups in Service Contract management - master data Effective Date The date and time from which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting. Description The description of the parameter set. For example, the reason why the previous setting was changed. Number Group The default number group for service-contract quotations. Related topics Number groups in Service Effectivity Period The number of days determines the (default) expiry date of a newly defined service-contract quotation. Number of Copies The number of extra quotation copies printed in the Print Contract Quotation Documents (tsctm2400m000) session. History This parameter indicates the quotation information that will be stored when a quotation is moved to history. The information is stored when you run the Move Service Contract Quotations to History (tsctm2280m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to History logging Text Text (additional) Number Group The default number group for service contracts. Related topics Number groups in Service Number of Copies The number of extra contract copies printed in the Print Service Contract Documents (tsctm3400m000) session. History This parameter indicates the contract information that will be stored in the service-contract history. The information is stored when you run the Copy Service Contracts to History (tsctm3280m000) session. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to History logging Step Size for Quotation Term Number The number that defines the sequence for the successive quotation coverage terms and cost terms. For example, if you enter the value 10, the numbers assigned to successive quotation coverage terms or cost terms are 10, 20, 30, and so on Step Size for Quotation Configuration Line The number that defines the sequence for the successive quotation configuration lines. For example, if you enter the value 10, the numbers assigned to successive quotation configuration lines are 10, 20, 30, and so on. Use Prices in Service Contracts If this check box is selected, sales prices can be defined on the service contract configuration line. Note By default, the field is not checked. Default Contract Type The default contract type used for the service contract that can be generated automatically or manually. Description The description or name of the code. Create Service Contract If this check box is selected, a service contract is generated when the After Sales Service lines are processed. Series for Service Contract The default series used to generate a service contract from the after sales service integration. Description The description or name of the code. Default Contract Template The default contract template used when generating a service contract from the after sales service integration. Description The description or name of the code. Contract Gross Margin Control If this check box is selected, the gross margin calculation is performed. If the margin exceeds the lower or upper limit a warning appears. Only if gross margin control is implemented, attributes related to gross margin are applicable. Note If the Gross Margin check box is selected, the Gross Margin Base, Lower Margin and Upper Margin fields must be filled. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Unused concepts in Service Gross Margin Base Select whether the gross margin is calculated based on the sales value or on the cost of sales. Lower Margin If the gross margin calculation exceeds this limit, LN gives a warning. Allowed values A percentage that is greater than zero. Upper Margin If the gross margin calculation exceeds this limit, LN gives a warning. Note You must specify a percentage that is greater than zero. The upper margin must be greater than or equal to the lower margin. Installments Installment Template The code that identifies the installment template. Note This template is used as the default for both the Service Contract and Contract Quotation headers, if the Define Installment Template per Configuration check box is cleared. This template is used as the default for configuration lines as well, in case the Define Installment Template per Configuration check box is selected, provided the contract does not have the installment template specified. Related topics Service contract installments To use templates in contract management Define Installment Template per Configuration If this check box is selected, the installment template is specified for every configuration line that has coverage terms linked. Note If this check box is selected, the Installment Template field is not visible on the header of the Contract Quotation (tsctm2600m000), Contract Quotations (tsctm2100m000), Service Contracts (tsctm3100m000) and the Service Contract (tsctm3600m000) sessions. If this check box is cleared, the Installment Template field is not visible on the configuration lines and it is mandatory to define the Installment Template on the header of the Contract Quotation (tsctm2600m000) and the Service Contract (tsctm3600m000) sessions. Search Path The first level of the search path that Infor LN uses to retrieve the labor rate. The labor rate can be defaulted from the following possible values defined for each level: Department Service Area Serialized Item Group Installation Group Reference Activity Task Skill Not Applicable Related topics Search path for labor rates (Service contract) Recognize Revenue Determines the method by which the revenue recognition process is to be handled. Select either of the following: Interactive Direct by installment Revenue Recognition Based on Revenue Recognition method Recognize Revenue per Configuration If this check box is selected, revenue cognition is done per configuration of the contract. This will give additional information as to how much each of the configurations under the contract is contributing to the total revenue. If this check box is cleared, revenue recognition is done for the contract as a whole. Step Size for Contract Term Number The number that defines the sequence for the successive contract coverage terms and cost terms. For example, if you enter the value 10, the numbers assigned to successive contract coverage terms or cost terms are 10, 20, 30, and so on. Step Size for Contract Configuration Line The number that defines the sequence for the successive contract configuration lines. For example, if you enter the value 10, the numbers assigned to successive contract configuration lines are 10, 20, 30, and so on.