Connect an Additional Payer to a Maintenance Agreement Line

This document explains how you connect several payers to a customer's maintenance agreement.

Use this instruction when you want to connect payers to a customer's maintenance agreement line to split invoicing between the customer and an additional payer. When invoice split is performed on agreement line the normal case is that a service is defined as a warranty job.

Outcome

Selected agreement lines have one or more payers that are not the same as the agreement holder.

Information about the different payers is stored in Agreement line invoice split (ACUAGM).

The agreement line with several payers can be used when the agreement holder is not going to pay for all transactions in a service. It can also be used when you want the agreement holder and the other defined payers to share the cost of the different transaction types. The different payers could for example pay 50 % each on the labor and material costs.

Before you start

All starting conditions listed in Managing Several Payers per Maintenance Job must be met.
The additional payer to connect to the agreement line must be defined in 'Customer. Open' (CRS610).

Follow These Steps

Start 'Maint Agrmnt. Open' (COS410).
Select an appropriate sorting order to identify the agreement.

The recommended alternative is 1 = Agreement.
Select agreement and select option 11 = 'Agreement lines' to display 'Maint Agrmnt. Open Lines' (COS411).
Select the agreement line to which you want to connect an additional payer and select option 13 = 'Payer Split' to display 'Maintenance Agreement. Connect Payers' (COS427).

Connect Additional Payer to Agreement Line

Complete the following steps to connect the original payer to the agreement lines. If not connected, only the additional payer is invoiced.

Select a predefined payer. Select 'New record' to display (COS427/E).
On the E panel, specify a payer agreement if applicable.
Specify either a fixed amount or a percentage that the additional payer is to be invoiced for each transaction type.

Note: These fields should be left blank if invoicing is based on the service bill of material.
If invoicing is to be based on the service bill of materials, specify the product, structure type and service.
Specify how the payer invoice should be calculated.

The additional payer can either be invoiced for all records on the service bill of materials or invoiced for the time and material that is not listed in the service bill of materials.
Specify whether the service is covered by a claim warranty (optional). Click Enter to finish.

Parameters to Set


Program ID/Panel	Field	The field indicates …
(COS427/B)	Payer	… the identity of the second payer for a maintenance job. Example: If you want a different payer to pay for a job which is performed for the customer the payer is specified here.
(COS427/E)	Payer agreement	… from which agreement the payment terms and currency for the second payer should be taken. Example: If you perform a job for a customer and payment for this job is to be split between the customer and his insurance company or the maufacturer you have two alternatives. You can either specify a payer agreement or leave the field blank. If you specify a payer agreement, the second payer is invoiced according to what is specified in the payer agreement. If you do not specify a payer agreement, the second payer is invoiced according to the terms specified in the customer's agreement.
(COS427/E)	Transaction type	… the transaction type indicates the different types of costs in a service. The different transaction types are labor, material, subcontracting, miscellaneous and loan.
(COS427/E)	Amount	… the amount the payer is to pay for service jobs for each transaction type.
(COS427/E)	Percent	… the percentage the payer is to pay for service jobs on each transaction type. Example: If the second payer is to pay 50 % of the material costs, 50 is entered in the material field.
(COS427/E)	Service	… the service that the additional payer is to pay for when payment is used in conjunction with the service bill of materials. Normally this service is identical with the service specified for the agreement line. However, it is possible to specify the same service with a different structure type here. This can be done when you have one structure type that contains the service specifications from the manufacturer and a different structure type for the service with the values that apply for your shop. Example: If the additional payer is an insurance company or manufactorer they will agree to pay for a standard service specified by the manufacturer and not for extra time and material.
(COS427/E)	Structure type	… the service structure type. The structure type is used together with a service and a product to allow different product structures for a service.
(COS427/E)	Product number	… the product to which a service is connected.
(COS427/E)	Claim warranty	… whether the service is a warranty job. If selected, the job is marked as a warranty job on the invoice.
(COS427/E)	Service BoM	… the service bill of materials. The service BoM contains all the jobs in a service and all the material that is used. This field indicates what the additional payer is invoiced for if invoicing is to be done according to the service BoM and not amounts or percentages specified for the different transaction types. The valid alternatives are: 0 = The service bill of materials is not considered 1 = The additional payer will pay for all jobs that are not included in the service bill of materials 2 = The additional payer will pay for all records included in the service bill of materials.