Enter Service Lines

Explanation

This activity is used to define maintenance service lines the contract to be quoted.

Prerequisites

• Service quotation should be in the status New or Under Preparation.
• Sales parts should be defined in IFS/Inventory.
• Work types should be defined in IFS/Basic Data for Maintenance.
• Agreement invoice rules should be defined in Service Contract Basic Data.

System Effects

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

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Service Contract
Service Quotation/Service Contract/Services

Procedure

1. Open the Service Quotation window and query for the required quotation (F3).
2. Click the Details tab in Service Contract tab and create a new record (F5).
3. Enter a brief description of the service line in the Description field.
4. In the Services tab add a new and line. (F5)
5. Enter the Work Type using List of Values (F8).
6. Enter values in the following fields to determine how the customer should be invoiced: Invoice Rule ID, Invoice Type and Cap Price.
7. If you selected Fixed Price or Invoice Plan as the invoice type in the previous step, enter values in the Sales Part No field.
8. Optionally, enter a value to Estimated Cost if the selected invoice plan value is Resources Used, Fixed Price or Free of Charge and enter a value to Estimated Revenue if the selected invoice plan value is Resources Used.
9. Optionally, enter values to Benefit Rule and No. of Inclusive WOs.
10. If you selected Price Override or Price Override per Period as the benefit rule, enter a value in Ovrd. Inv. Rule ID.
11. Save the information (F12).
12. Repeat step 2 to 9 if required.