Maintenance Agreement Records

This section describes how to configure the basic data for maintenance agreement records to use with quotations.

The maintenance agreement records are usually used to define how you will work with your customer and equipment once the equipment is delivered. This might be for example, what work you will carry out on that equipment. Maintenance agreement data is defined in 'Maint Agrmnt. Open' (COS410). When a quotation is released, the maintenance agreement record in the quotation will create a maintenance agreement in COS410. Basic data for Maintenance agreement used in EQM is defined in 'Quotation. Add Maintenance Agreement (QUS115). Related options from this function allows you to access agreement lines.

To configure the basic data for maintenance agreement records, complete the steps below.

Configuring the basic data for maintenance agreement records in EQM

  1. Enter the product number together the agreement number and select 'New'.
    Note: It is recommended to use an agreement number with agreement type '1 - Specific' in 'Maint Agrmnt. Open' (COS410). When this is used the customer on the template agreement will be replaced by the customer on the quotation upon quotation release.
  2. Set the status of the record to

    • 20 to allow the sales executives to use this record when creating the quotation.

    • 10 if the record is still being prepared.

    • 90 to indicate if the record has expired or is no longer required.

  3. The responsible field indicates who is responsible for maintaining this record and is for information purposes only.

    The price agreement is for display only.

  4. Enter the time period (number of months) the agreement should be valid for.
  5. If the initial payment item number is entered, a sales line in 'Customer Order. Open Line' (OIS101) will be created when the quotation is released. The item in 'Item. Open' (MMS001) should be classed as not inventory accounted.
    Note: This will affect the total sales price but not the margin (as there is no initial cost).
  6. Select the field 'Default record' if the Maintenance Agreement record automatically should be added to the quotation upon creation.
  7. Click Next to save the record.