Enter Maintenance Service Line

Explanation

This activity is used to define maintenance service lines for objects of type EQUIPMENT, CATEGORY and LOCATION.

Prerequisites

• Sales parts should be defined in IFS/Inventory.
• Customers should be defined in IFS/Enterprise.
• Work types should be defined in IFS/Basic Data for Maintenance.
• Service level agreements (SLAs) should be defined in SLA Order Template.
• Agreement invoice rules should be defined in Service Contract Basic Data/Agreement Invoice Rule tab.
• If you are planning to use alternative customers they should be enter in Service Contract/Additional Customers.

System Effects

As a result of this activity a new maintenance service line will be created.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/Services

Procedure

1. Open the Service Contract window and query (F3) for the service contract for which you want to define service lines.
2. Click the Services tab and create a new record (F5).
3. Enter a brief description of the service line in the Description field.
4. Enter the Work Type which will serve as default values for work orders or work tasks based on this service line. You may enter % in the Work Type field if the work type is to be decided later.
5. Optionally, select Auto Use on PM checkbox to indicate that this service contract opts for auto selection when generating Work Tasks from PM Action. 
6. Select the Use on Fault Report check box to indicate that this service line should be displayed in the List of Values when connecting to a work order or work task. Clear the check box if the service line should be invoiced or used in PM actions.
7. Enter the time period for which this service line is valid in the Date From and Expiry Date fields.
8. Enter values in the following fields to determine how the customer should be invoiced: Invoice Rule ID, Invoice Type and Cap Price.
9. If you selected Fixed Price as the invoice type in the previous step, enter values in the Sales Part No field and Price field located under the Fixed Price Execution area. The values will be applied to the work task.
10. If the service contract is to be invoiced as a whole (i.e., according to an invoice plan), enter the sales part number to be invoiced in the Sales Part No field found under the Periodic Prices area. Additionally enter an alternative customer if the service contract is to be paid for by a different customer.
11. Optionally, enter values to Benefit Rule and No. of Inclusive WOs.
12. If you selected Price Override or Price Override per Period as the benefit rule, enter a value in Ovrd. Inv. Rule ID.
13. Save the information (F12).