Define Maintenance Agreement Line Charges

Outcome

• Agreement line charges are connected to the agreement.
• Charges connected to the agreement line are used to retrieve charges automatically to the maintenance customer order line during the order entry.
• Information about the agreement line charge is stored in table 'Maintenance Agreement Line Charge' ACUAGL.

Before you start

Before you start, these conditions must be met:

• The starting conditions listed in Defining new Maintenance Agreements and Adjusting Existing Agreements must be met.
• A maintenance agreement header must be defined in 'Maint Agrmnt. Open' (COS410).
• At least one maintenance agreement line must be defined in 'Maint Agrmnt. Open Lines' (COS411).
• Order charges must be defined in 'CO Charge. Open' (OIS030).

Follow these steps

Follow these steps to select agreement to work with:

1. Start (COS410/B).
2. Select a sorting order to identify the agreement in question. We recommend alternative 1-'Agreement'.
3. Select option 11='Agreement Lines' with the agreement selected to display (COS411).

Follow these steps to specify the agreement line charge:

1. Select the agreement line for which you want to define a charge and select related option 15='Charge' to display (COS424).
2. Specify a start date and charge ID to create the agreement line charge.
3. Specify the relevant charge information on the E panel. See Parameters to set for a more detailed description.
4. Press Enter to save the agreement line charge.

Parameters to set

This table shows the parameters to set in (COS424):

Program ID/Panel	Field	The field indicates
(COS424/B)	'Charge'	…the unique ID of a charge.
(COS424/B)	'Start date'	…the start date of the agreement line charge.
(COS424/E)	'Charge'	…the charge amount. The field is only used if calculation method 0=Amount is used. The information is expressed in the appropriate currency, to apply for the corresponding customer orders. When a charge is connected to a customer, the standard amount for the charge is retrieved from 'CO Charge. Open' (OIS030), but can be changed. This amount is proposed as default value when orders are specified, but can still be changed.
(COS424/E)	'Calculation factor'	…the calculation factor that is used to calculate the charge amount. The field is used in combination with calculation method 1-5. A charge is calculated by multiplying the calculation factor and the base selected in the calculation method field. The calculation is made when the customer order is invoiced. Example: If an insurance charge should be calculated as 5% of the gross price for a certain delivery, specify 0.05 in the calculation factor field and 1 in the calculation method field.
(COS424/E)	'Maximum charge'	…the maximum charge amount. The field is only used if calculation method 1-9 is used.
(COS424/E)	'Minimum charge'	…the minimum charge amount. The field is only used if calculation method 1-9 is used.
(COS424/E)	'User-defined accounting control object'	…the user-defined accounting control object and is most often used to control account entries. It is therefore an accounting object that can be verified and changed in 'Control Object. Open User-defined' (CRS335).
(COS424/E)	'Name'	…the name of a charge. This name is printed on all external documents.
(COS424/E)	'Zeroed out material'	… whether the charge applies to material transactions that have been zeroed out because a limit value has been set on the agreement line. If you select the check box, you must set the calculation method 6. Charges with this setting are only calculated for material transactions indicated as Rework=5 on the preliminary invoice specification.