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This automatic generation of agreement orders program will refer to the Service agreement file and check that the selections made in this program for the generation are valid within that file.
When the generation of agreement orders is performed, agreement orders are created with the customer number, order type, currency, agreement number and possibly the terms of payment code copied into the order header from the Service agreement file. One item line will be created for the service item with the specified price from the Service agreement file. All remaining pertinent information necessary for the creation of a complete order line is retrieved from the Item file for the specified service item.
Checks are performed during the creation process. If there are any errors the order itself will be created, but you must correct the error to be able to continue processing. If the created order is in error, this will be printed on the Generated agreement orders’ list.
| Mode | Description |
|---|---|
| Orders not in error | All orders that do not contain errors. |
| Orders in error | Displays all orders containing errors. The errors could exist on Line, Service Job Header and/or Address level. The level on which the error was found is outlined with the applicable Error code. In this mode you also have the option to drill down to the applicable level to view the error and also make the necessary corrections. |
The created agreement order will receive status 45, i.e. ready for invoicing. If the order type for the agreement was specified as having direct printing of invoice, the agreement order will be invoiced immediately. Note: If the order type is defined without pick list any fees are retrieved to the order. The administration fee and invoice fee can, if defined, be retrieved from the Customer file instead of Currency table. To apply these fees, the order must be valid for an such fees (i.e. the Admin fee and Invoice fee fields must be set to YES on the order header).
The Next generation date in the Service agreement file will be calculated by the system based on the actual next generation date, (NOT today’s date), plus the Invoice generation interval.
Note: If the calculated date is outside the period of validity for the service agreement (i.e. later than the agreement end date), Next generation date in the Service agreement file will be blanked out. This is to avoid the regeneration of an agreement order after the expiration date of an agreement.
Generated order numbers are printed on the transfer list (both orders not in error and in error). Information will be printed, simultaneously with the generation of agreement orders, with information regarding orders for direct invoice print, or missing service item in the Item file. The transfer list will also indicate when the new calculated Next generation date is outside the period of validity of the agreement.
Selection
- Next generation date
Mandatory entry. All agreements specified in the Service agreement file with a Next generation date within the date range specified here will be selected, if the Hold generation code on the agreement is set to NO. - Agreement
Agreement orders will be created for the selected agreements (that also match the other selection criteria). - Customer number
Agreement orders will be created for the selected customers (that also match the other selection criteria). - Order type
Agreement orders will be created for the selected order types (that also match the other selection criteria).
Specification
In the field below you specify the extent of the printout.
- Handler
- Enter the handler responsible for the agreement order. This handler will be copied to all generated agreement orders.