Service Contracts (tsctm3100m000)

Use this session to maintain the service contracts. You can define a service contract by copying another service contract into it. If you do so, the related terms are not copied.

If you use service-contract templates, you can speed up the creation process of service contracts.

On the Change Conditions tab, specify which of the three types of changes ( contract renewal, indexation, incidental changes are permitted for a contract. This will enable you to make changes to an active contract later on.

Important!

When you save the contract, the renewal duration determines the scenario based on which the coverage and cost terms are copied. Following are the two possible scenarios relevant to renewal duration:

  • Different Duration: When the service contract duration and renewal duration are different, Only Active method as outlined below is used to copy the cost and coverage terms.
  • Same Duration: When the service contract duration and renewal duration are same, a dialog box is displayed with two methods by which the coverage and cost terms are copied. Following are the two methods:
    • Only Active: Only the active coverage and cost terms are copied.
      • Coverage Terms: The coverage terms for which the expiry date matches with the expiry date of the service contract are copied. The effective and expiry date of the coverage terms renewal and the service contract renewal are same to ensure that the coverage terms are active through out the renewal duration.
      • Cost Terms: The cost terms are calculated in proportion to the change in the duration of coverage terms.
    • All: When you select All, the cost and coverage terms of a service contract are copied in the following manner:
      • Coverage Terms: The coverage terms that are linked to a configuration are extended for the same duration in the year for which the contract is renewed.
      • Cost Terms: The cost and sales amount do not change as the coverage terms are extended for the same duration in the year for which the contract is renewed.

 

Service Contract

The code of the service contract.

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.

Contract Type

A way of categorizing contracts based on similarities and shared characteristics.

Each contract type is identified by an alphanumeric code of up to three characters.

Effective Date

The start date of the contract.

Expiry Date

The date the contract ends.

Note

Service contract expiry date must be after the service contract effective date.

Sold-to Business Partner

The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department.

The agreement with the sold-to business partner can include:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Address Code

The address code.

Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

First Invoice Reference

A reference field for extra information to be printed on various service-contract documents and lists.

Second Invoice Reference

This is a reference field for extra information to be printed on various service-contract documents and lists.

Service Contract Text

If this check box is selected, a contract text is printed on the service-contract document.

Service Office

The service department or sales office responsible for the service contract or service-contract quotation.

Note

The service office determines the home currency and the financial company.

Internal Sales Representative

An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics.

Line of Business

A group of customers, suppliers, or employees that work in the same business sector.

Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data.

Sales Price List

The highest level used to record prices and discounts for a group of customers and/or suppliers. The price and discount can be determined by linking a price list code to a sales order.

Project Pegging
Project

The project to which the cost is pegged.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

For more information, refer to

Description

The description or name of the code.

Element

The element that is linked to the project.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

The description or name of the code.

Activity

The activity that is linked to the project.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

The description or name of the code.

Header Text

If this check box is selected, a header text is printed on the service-contract document.

Note

You can only add the header text if the service-contract status is Free.

Footer Text

If this check box is selected, a footer text is printed on the service-contract document.

Note

You can only add the footer text if the service-contract status is Free.

Business Partner

The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner.

Address

A full set of address-related details, which include the postal address, access to telephone, fax, telex numbers, and email, Internet address, identification for taxation purposes, and routing information.

Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Sales Type

The sales type applicable to the invoice-to business partner.

Tax Classification

An attribute of order header and order lines that you can use to define tax exceptions for the transactions. LN retrieves the default tax classification from the invoice-from and invoice-to business partners.

Important!

For example, you can use the tax classification to indicate the following:

  • Payment to an invoice-to business partner is subject to withholding tax and social contributions.
  • Business partners with the same tax aspects for your company, for example, subcontractors, or agents, must be grouped.
  • Tax must be paid in a country other than the sales office or service office’s home country.
Description

The description or name of the code.

Exempt

If this check box is selected, the service contract is exempted from tax classification.

Installment Template

The code that identifies the installment template.

Note
  • This field is visible and mandatory if the Define Installment Template per Configuration check box is cleared in the Contract Management Parameters (tsctm0100m000) session.
  • The value in this field is defaulted from the Contract Management Parameters (tsctm0100m000) session.
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

When you create the service contract, the value in this field is defaulted from the Contract Management Parameters (tsctm0100m000) session.

Indexation Template

The template used to define the percentage by which the contract amount must be indexed.

Payment Terms

Agreements about the way in which invoices are paid.

The payment terms include:

  • The period within which invoices must be paid.
  • The discount granted if an invoice is paid within a given period

The payment terms allow you to calculate:

  • The date on which the payment is due
  • The date on which the discount periods expire
  • The discount amount
Late Payment Surcharge

The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period.

Installment Text

If this check box is selected, a text is printed on installment invoices.

Currency

The currency, which is specified in the service contract.

Exchange Rate Type

A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on).

Rate Determiner
Rate/Rate Factor

The rate for one currency base-unit.

Tax Country

The country in which you must pay/report the value-added tax (VAT). The tax country can be different from the country where services or goods are delivered.

Default value

If the tax code is taken from the location address, the country of the location address. Otherwise, the country of the sold-to BP address.

Own Tax Number

The tax number of the service provider.

Tax Code

The tax code for the tax country.

LN determines the default tax code as follows:

If the destination sales tax is applicable, the tax rules will be consulted based on:

  • Sold-to business partner
  • Location address

If no tax code is found, the tax rules will be consulted again based on:

  • Sold-to business partner.
  • Sold-to-address.

If no tax code is found or if the Destination Sales Tax is not applicable, the tax code as specified for the related service department will be used.

Note

  • Only tax codes listed in the Tax Codes by Country (tcmcs0536m000) session for the country you selected in the Tax Country field are permitted.
Business Partner Tax Country

The tax country of the business partner.

Description

The description of the business partner's tax country

BP Tax Number

The tax number of the business partner.

Business Partner

The business partner from whom you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders.

Address

The address code.

Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Duration

The time period for which the contract is active. Enter a numeric value and select a unit of time to define the contract duration. Following are the available units of time:

  • Day
  • Week
  • Month
  • Quarter
  • Year

Example: A contract can be active for 1 year, 1 quarter and so on.

Numeric Value: 1

Time Unit: Day, Week and so on.

Duration

The unit of time that defines the duration for which the contract is active . Following are the available units of time:

  • Day
  • Week
  • Month
  • Quarter
  • Year

Example: A contract can be active for 1 year, 1 quarter and so on.

Numeric Value: 1

Time Unit: Day, Week and so on.

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/Item Pricing
Percentage of Sales Value

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

Note

This percentage value must be greater than zero.

Contract Quote

A quotation to a business partner for the provision of a service contract.

Overtime

If this check box is selected, you can use overtime in the service contract's implementation.

Contract Renewal

If this checkbox is selected, you can renew a service contract with Active or an Expired status.

If you clear this checkbox the Renewal Period field is disabled.

Note

To perform indexation and renewal simultaneously, select both the Price Indexation and Contract Renewal check box.

Related topics

Renewal Period

The time period for which the contract is active. Enter a numeric value and select a unit of time to define the time period. Following are the available units of time:

  • Day
  • Week
  • Month
  • Quarter
  • Year

Example: A contract can be active for 1 year, 1 quarter and so on.

Numeric Value: 1

Time Unit: Day, Week and so on.

Note

The field is disabled in case the Contract Renewal checkbox is cleared.

Renewal Period

The unit of time that defines the duration for which the contract is active . Following are the available units of time:

  • Day
  • Week
  • Month
  • Quarter
  • Year

Example: A contract can be active for 1 year, 1 quarter and so on.

Numeric Value: 1

Time Unit: Day, Week and so on.

Marked for Expiry

If this check box is selected, this contract will be ignored during a global renewal process.

Price Indexation

If this check box is selected, you can apply indexation to the service contract price. Indexation enables you to lower or raise the price of the service contract at given intervals.

Note

To perform indexation and renewal simultaneously, select both the Price Indexation and Contract Renewal check box.

Indexation Start Date

The effective date for the indexation.

Indexation Interval

The period after which indexation is carried out.

Example

If the service-contract duration is two (2) years and the indexation period is six months, indexation is carried out four times.

Indexation Interval Period Unit

The period unit of the indexation period.

Incidental Changes

If this check box is selected, you can make incidental changes to this service contract.

Penalty

If incidental changes are carried out on an active service contract, you can enter here a penalty amount that the sold-to business partner must pay.

Provision

This is a percentage value by which a portion of the total contract amount can be kept without recognizing till the end of the period. When the contract period is over, the provision amount can be recognized. This provision will enable to take care of any contingences like cancellations, closure or changes to contract that can affect the revenue to be recognized. In order to prevent over-recognition of the amount, usually a certain provision is given. Based on the buffer that the company deems to be necessary, provision percentage is given.

Recognize Revenue per Configuration

If this check box is selected, revenue cognition is carried out for each 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 performed for the contract.