Contract Quote Configuration (tsctm1610m200)
Use this session to maintain the configuration that is covered by the service-contract quote. In this context configuration includes:
- installation group
- Items
- Serialized items
Field Information
- Contract Quote
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The contract quotation.
- Contract Quote
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The description of the contract quote.
- Status
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The status of the contract quote configuration.
- Configuration Line
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A list of configurations covered by a contract quote, which will be covered by a service contract once the contract quote becomes a service contract or which are related to a service-order quote.
- Type of Configuration Line
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The classification of the line. The line type can either be Normal, Total or Calculation. A total line is a sum total of calculation lines. A Calculation line is a partial configuration and contributes to the overall configuration of the type Total line.
- Time and Material Price
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Indicates that the sales price for the Configuration Line is defined based on the time and material pricing method, specified for the contract.
Note:- This field is applicable only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session.
- Turnaround Time Document
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The code of the Turnaround Time Document linked to the configuration.
Note:- This field is displayed only if:
- The Turnaround Time check box is selected in the Implemented Software Components (tccom0100s000) session.
- The Service (TS) check box is selected in the Turnaround Time Parameters (tcttm0100m000) session.
- A Turnaround Time Document is created for the configuration only if an applicable term is available in the Turnaround Time Terms (tcttm0110m000) session.
- This field is displayed only if:
- Description
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The description or name of the code.
- Fixed Price
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Indicates that the fixed Sales Price is defined for the Configuration Line in the Fixed Price Terms (tsctm1111m000) session.
Note:- This field is applicable only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session.
- Coverage
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If this check box is selected, the coverage and cost terms can be defined for the configuration line.
Note:This field is visible only if:
- The configuration line is set to Normal Line.
- The Use Prices in Service Contracts checkbox is selected in Contract Management Parameters (tsctm0100m000) session.
- Installment Template
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The installment template based on which installments will be generated for this configuration line only.
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 template. If this value cannot be defaulted from the contract template, this is defaulted from the Contract Management Parameters (tsctm0100m000) session.
- Installation Group
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The installation group.
- Installation Group
-
The description of a installation group.
- Item
-
The item.
-
The description of the item.
- Serial Number
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serial number. You can manually enter the serial number. Following are the two possible conditions:
When the item number is specified
Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session.
When the item number is not specified
- A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Item (tscfg2100m000) session opens displaying all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated.
- When you enter the serial number linked to only one serialized item, the Item, Description, Quantity, Department fields are populated.
Note: In case the serial number entered is incorrect, LN displays an error message. - Number of Items
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If the configuration is an Item, then the number of items that constitute the item can be specified.
- Related Installation Group
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The related Installation group of the item.
- Related Installation Group
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The description of the related Installation group.
- Effective Date
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The effective date.
- Expiry Date
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The expiry date.
- Contract Discount Date
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The date from which the Contract Discount Scheme is applicable.
- Contract Template
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The contract template.
- Description
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The description of the contract template.
- Pricing Method
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The pricing method indicating how the contract price is determined.
Allowed values
- Sales Value of Configuration
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The price is calculated as a percentage of the sales prices of the valid items that are linked to the cluster. This cluster can be specified in the service contract or the contract quotation. The percentage is usually based on history, experience, market, and competitor prices.
Note: The Sales Value of Configuration option is not available for service-order quotations. - Budgeted Service Costs
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The price is the total sales amount of all defined terms and coverage terms.
- Installation/Item Pricing
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The contract price for the covered configuration is based on the recommended sales prices for the combination of item, contract template, and duration. These prices are maintained in the Contract Item Price Lists (tsctm0115m000) session.
- Percentage of Sales Value
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When pricing method is Sales Value of Configuration, then the Percentage of Sales Value can be specified.
- Contract Discount Scheme
- Discount Scheme
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The description or name of the code.
- Reference Activity
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The reference activity that is included as a part of the Contract Quote.
- Description
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The description of the reference activity.
- Number of Activities
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The number of times the reference activity is covered for this configuration line.
- Run Identification
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A user definable identification of the run in which the configuration line is generated.
- Calculated
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The total Cost Amount of the configuration line. This amount consists of the aggregated cost amount of all coverage terms related to this configuration line.
- Calculated Cost Amount
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The currency of the calculated cost amount.
- Cost Amount
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The final Cost Amount of the configuration line. The Calculated Cost Amount is taken as default amount.
- Calculated
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If the Pricing Method is set to 'Item Pricing' the Sales Price is determined by taking the Item and Contract Template for searching through Contract Item Price Lists. By default the recommended sales price form the selected price list is taken.
- Calculated Sales Price
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The applicable currency of the calculated sales price.
- per
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The period for which the calculated sales price applies.
- Period Unit Calculated Price
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The Period Unit in which the Calculated Sales Price is expressed.
- Sales Price
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If the Pricing Method is 'Item Pricing' the Calculated Sales Price is taken and based on the period unit of the related contract change the sales price is calculated.
- per
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The period for which the sales price applies.
- Period Unit
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The Period Unit in which the Sales Price is expressed.
- Calculated
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The Calculated Sales Amount is the Sales Price which is made applicable for the whole effectivity period of the configuration line. If the Sales Price is 500 € per quarter and the configuration is effective for 1 year, the Calculated Gross Sales Amount is 2000 €.
- Sales Amount
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If the Pricing Method is Budgeted Service Costs or Sales Value of Configuration the Sales Amount is the Sales Price which is made applicable for the whole effectivity period of the configuration line.If the Pricing Method is Item Pricing the Calculated Gross Sales Amount is taken and the Sales Amount cannot be changed.
- Surcharge Percentage
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The discount or surcharge that is applied on the Sales Amount.
- A positive percentage is treated as a surcharge.
- A negative percentage is treated as a discount
Based on the discount or surcharge amount this percentage is calculated.
- A positive percentage is treated as a surcharge.
- Surcharge Amount
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The discount/surcharge amount that is applied on the Sales Amount.
- A positive amount is treated as a surcharge.
- A negative amount is treated as a discount
Based on the discount or surcharge percentage this amount is calculated.
- A positive amount is treated as a surcharge.
- Gross Sales Amount
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The Gross Sales Amount calculated for the configuration line. This amount is the Sales Amount added or subtracted with the Discount or Surcharge Amount.
- Contract Discount Scheme Amount
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The Contract Discount Scheme applicable for this configuration line according to which discounts will be calculated over a period of time.
- Net Sales Amount
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The Net Sales Amount of the configuration line.
Gross Sales Amount - Contract Discount Amount(retrieved from the contract discount scheme)The net sales amount also take into account the effectivity period of the configuration line.
- Gross Margin
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The gross margin (GM).