Define maintenance agreement line discount
This document outlines how to define a discount for a service covered by a maintenance agreement. The discount can be expressed as a percentage at the transaction level or as a percentage or fixed amount at the fixed price level.
Use this instruction when you want to give a discount on a fixed price or on one or more transaction types within a service. The different service transaction types for which a discount can be defined are labor, material, subcontracting costs, and any miscellaneous costs.
Material discount can be defined in the discount model on the agreement, or on the maintenance customer order.
Outcome
A discount is defined for selected maintenance agreement lines that contain the services covered by the agreement. Information about agreement discounts is stored in Agreement Line Discount (ACUAGN).
When a discount is defined, the customer receives the defined discount on the jobs for which a discount is defined.
Before you start
- The starting conditions listed in Defining new Maintenance Agreements and Adjusting Existing Agreements must be met.
- A maintenance agreement head must be defined in 'Maint Agrmnt. Open' (COS410).
- At least one maintenance agreement line must be defined in 'Maint Agrmnt. Open Lines' (COS411).
Follow these steps
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Start (COS410/B).
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Select an appropriate sorting order to identify the agreement in question.
The recommended alternative is 1=Agreement.
Entering agreement line discount from (COS410)
- Select option 34='Discount' for the appropriate agreement to display 'Maint Agrmnt. Enter Line Discount' (COS438).
- Select agreement, service price method and optionally product, service, and start date. Press 'Create' to display the E panel.
- On the E panel, specify the discount, expressed either as percentage or amount, for each transaction type. Press Enter to finish.