Service agreement enquiry (SOR10401)

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• About service agreements

This panel displays information for the service agreements that have been set up in your system.

Options

Selection fields

Service agreement enquiry (SOR10404)

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This panel displays the conditions for service contracts that have been established in agreement with the main customer.

Function keys

Agreement

Main customer

Displays the main customer number for whom the agreement is created.

Agreement type

Displays a code from the Agreement type table. The service item used in the agreement is updated from the table.

Agreement start date

The start date indicates the date from which the agreement is valid.

Agreement end date

The end date indicates the date to which the agreement is valid.

Price

Displays the price of the agreement. This price corresponds to the Invoice generation interval specified below. The 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

Displays the currency of the specified agreement price.

New price

Displays the new agreement price that will replace the agreement price entered in Price when the date specified in New price date has been reached.

New price date

Displays the date from which the new price should be used.

Invoice gen interval

Displays the invoice generation interval in months. This interval controls the frequency of agreement invoicing.

Allocation periods

Displays the allocation periods which signify the number of periods to which the income for the invoiced agreement should be allocated. 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

This field is automatically updated by the system each time an agreement order is invoiced.

Alloc over year end

Indicates if allocation over more than one accounting year of the income for the invoiced agreement is permitted.

Order type

Indicates the order type for this agreement.

Next generation date

This field controls when the next agreement invoice should be generated. It 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

Displays a code from the Item file, which has been defined as a service item. The code 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

Indicates if the procedure for generation of agreement invoices should bypass this agreement.

Terms of payment

This field can optionally be used for overriding the terms of payment defined 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

Indicates if the main customer or the object owner should be invoiced. If set 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.

Object update

Indicates if objects should be automatically assigned to the agreement. If set to YES, the objects sold to this customer will automatically be assigned to the agreement. If set 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

This field is automatically updated by the system and 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

This field is automatically updated by the system and contains the number of allocation periods that were used the last time this service agreement was invoiced.

Statistics in system currency:

In the fields below, the currency statistics are displayed.

Invoiced fee YTD

This field is automatically updated by the system and 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

This field is automatically updated by the system and 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

This field is automatically updated by the system and contains the sum of all discounts (including FOC) given on service order invoices/credit notes for the given year.

Cumulated disc LY

This field is automatically updated by the system and contains the sum of all discounts (including FOC) given on service order invoices/credit notes for last year.

Cumulated cost YTD

This field is automatically updated by the system. It contains the sum of all costs given on service order invoices/credit notes for the given year.

Cumulated cost LY

This field is automatically updated by the system. It contains the sum of all costs given on service order invoices/credit notes for last year.