Contract management - master data

Use the Master Data menu group to maintain information within service contract master data. Use master data to set parameters that control the operations of service-contract quotations and service contracts in the Contract Management module. You can also define the service contract types and the service contract templates here. Finally, a session is provided that enables you to track changes made to the terms and conditions that are made in this module.

You can use master data to maintain data to use the following features of the Contract Management module:

Contract types: Group service contracts based on common features.
Installment templates: Define methods for creating the templates.
Contract Item price list: Provide nominal prices which are offered and used when you define service contract Installation group lines.
Discount scheme: Define Installation group level discounts for customers. The discounts are multilevel and can be segregate according to fixed periods as defined in the templates.

Contract Management Parameters (tsctm0100m000) session

Use the Contract Management Parameters (tsctm0100m000) session to define parameters for:

The service contract quotation's number group.
The service contract's number group.
The effectivity period of service contract quotations and the expiry warning period of service contracts.
The number of printed copies of documents specific to the business partners.
The operation of gross margin control.
The operation of historical archiving.

contract types

Use contract types to group service contracts within your organization. Service contracts can be categorized based on similarities and shared characteristics, such as:

Line of business
Country
Area
Discount
Products

Use the Contract Types (tsctm0105m000) session to define service contract types. Each service contract type is identified by a numeric code. You can also generate a printed copy of the service contract types.

Contract Templates (tsctm0150m000)

Use the Contract Template session to maintain service contract templates. You can use service contract templates to create service contract quotations and service contracts that have similar features. You can also create a printed copy of the service contract template.

Contract changes

Use the Contract Changes (tsctm3120m000) session to keep track of the changes made to terms and conditions. Use the session to identify a problem that has occurred in the application session and the source of the change.

Contract item price lists

A contract item price list