Related topics
This panel displays information for the service agreements that have been set up in your system. You can add or change records in this file. Records can also be marked for deletion, but will not actually be deleted until you run the Reorganise service agreement file program. A printout of the contents in the file can be obtained from the Print service agreement file program.
Options
| Inactivate | Select this option for the agreement you want to inactivate. |
| Objects | Select this option to assign objects to an agreement. |
| Activate | Select this option for the agreement you want to activate. |
| Agreement text | Select this option to work with agreement text. |
| Customers | Select this option to assign customers to an agreement. |
Selection fields
- Agreement
- Displays the agreement numbers that exist in your system.
- Act
- Indicates if the agreement is active.
- Main customer
- Displays the number and description of the main customer for whom the agreement is created.
- Agr type
- Displays the agreement type.
- Agreement validity
- Displays the validity time period of the agreement.
Work with service agreements (SOR00404)
The entries on this panel are used to specify conditions for service contracts that have been established in agreement with the main customer. Several customers can be assigned to this agreement by clicking Customers. A service agreement can be common for several service objects or service locations.
A service agreement can be referred to from either of the following files when entering or updating a service order:
- Service agreement object file
- Service location file
- Service customer file
- Service order header
Function keys
| Objects | Assign objects to this agreement. |
| Agreement text | Assign text to this agreement. |
| Customers | Assign customers to this agreement. |
- Agreement
- Main customer
- Enter the main customer number for whom the agreement is to be created. The main customer is used, e.g., in agreement generation. It is possible to change the main customer number for an existing agreement under certain circumstances:
- No objects exist
- No location exist
- No open orders exist
- Agreement type
- Enter a code from the Agreement type table. The service item used in the agreement is updated from the table.
- Agreement start date
- Indicate the date from which the agreement should be valid.
- Agreement end date
- Indicate the end date of the agreement’s validity.
- Price
- Enter the price of the agreement. This price corresponds to the specified Invoice generation interval specified below. This price will be used every time an agreement invoice is created by the system and should be viewed as the “price to invoice” rather than the total price of the agreement.
- Currency
- Enter the currency of the specified agreement price.
- New price
- Enter the new agreement price, that will replace the agreement price in the Price field when the date specified in New price date has been reached.
- New price date
- Enter the date from which the new price should be used.
- Invoice gen interval
- Enter the invoice generation interval in months. This interval controls the frequency of agreement invoicing.
- Allocation periods
- Enter the allocation periods which signify the number of periods to which the income for the invoiced agreement should be allocated. The accounting period for accounting of allocation transactions must not exceed the latest period acceptable for G/L accounting, as defined in the G/L control file. Note: The period of the latest agreement allocation transaction and the latest period which is accepted for a G/L transaction are calculated based on different parameters defined in the G/L control file:
- No of normal periods is the base for how the period of the latest agreement transaction is calculated.
- Total no of periods is the base for how the latest period which is accepted for a G/L accounting is calculated.
- Last invoicing date
- It is done each time an agreement order is invoiced.
- Alloc over year end
- Indicate if allocation over more than one accounting year of the income for the invoiced agreement is permitted.
- Order type
- Enter a code from the Sales order type table to be associated with this agreement.
- Next generation date
- This field controls when the next agreement invoice should be generated. This field can either be manually maintained, or calculated by the system when generating agreement invoices based on the next generation date plus the invoice interval. Note: If calculated by the system, this date is calculated when agreement orders are generated. If the calculated date is later than the agreement end date, this field is blanked out. This is to avoid the regeneration of an agreement order after the expiration date of an agreement.
- Service item
- Mandatory entry. Enter a code from the Item file, which has been defined as a service item. This field is used when generating agreement invoices to ensure that order lines are properly generated with the correct information, e.g., item group, account group, categories. This information is essential for the creation of statistics and accounting transactions.
- Hold generation
- Indicate if the procedure for generation of agreement invoices should bypass this agreement.
- Terms of payment
- This field can optionally be used for a code from the Terms of payment table, that differs from the ordinary terms of payment established for this customer in the Business partner file. The terms of payment specified here is used when generating agreement invoices.
- Svc paid by obj own
- Indicate if the main customer or object owner should be invoiced. If you set this field to YES, the object owner will be invoiced for all work done under this agreement. If set to NO, the main customer will be invoiced for all work done under this agreement.
- Object update
- Indicate if objects should be automatically assigned to the agreement. If you set this field to YES, objects sold to this customer will automatically be assigned to the agreement. If you set this field to NO, sold objects will not be assigned to the agreement automatically, but can be assigned in the Service agreement maintenance routine.
- Last invoice number
- It contains the invoice number that was used the last time this service agreement was invoiced. If DC1 Financials is installed and activated, an enquiry into the allocation/accounting of the invoiced agreement can be done in the General Ledger by means of the invoice number as a document number.
- Last allocation per
- It contains the number of allocation periods that were used the last time this service agreement was invoiced.
Statistics in system currency
- Invoiced fee YTD
- It contains the net sum of all agreement invoices/credit notes for this agreement for the actual year. Any allocation rules at the time of invoicing are not taken into consideration.
- Invoiced fee LY
- It contains the net sum of all agreement invoices/credit notes for this agreement last year. Any allocation rules at the time of invoicing are not taken into consideration.
- Cumulated disc YTD
- It contains the sum of all discounts (including FOC) given on service order invoices/credit notes for the given year.
- Cumulated disc LY
- It contains the sum of all discounts (including FOC) given on service order invoices/credit notes for last year.
- Cumulated cost YTD
- It contains the sum of all costs given on service order invoices/credit notes for the given year.
- Cumulated cost LY
- It contains the sum of all costs given on service order invoices/credit notes for last year.
Work with service agreements, Inactivate (SOR00405)
Work with service agreements, Activation (SOR00408)