Configuring basic information for maintenance agreement records

  1. Open 'Quotation. Add Maintenance Agreement' (QUS115).
  2. Specify the product number together with the agreement number and click Create.
    Note: We recommend that you use an agreement number whose agreement type is set to 1-Specific. In 'Maint Agrmnt. Open' (COS410), you can define agreement numbers. If you use this type of agreement, then, when the quotation is released, the customer on the template agreement is replaced by the customer on the quotation.
  3. Specify the status of the record:
    Option Description
    20 When creating the quotation, the sales executives can use this record.
    10 The record is still being prepared.
    90 The record has expired or is no longer required.
    The Responsible field indicates who is responsible for maintaining this record. This field is only for information purposes.
    You cannot modify the price agreement.
  4. Specify the number of months during which the agreement is valid.
    If the item number of the initial payment is specified, then, when the quotation is released, a sales line is created in 'Customer Order. Open Line' (OIS101). The item in 'Item. Open' (MMS01) must be classed as not inventory accounted.
    Select the Include price check box to include the initial payment in the margin and the total price for the quotation.
  5. If you want a record to be automatically added to the quotation upon creation, select the Default record check box.
    To differentiate between new and used equipment, you can choose to use a default record based on the category of the equipment. To do this, select '2-New' or '3-Used' in the Default record field.
  6. To save the record, click Next.