Define Complex Assembly Service Contract Header

Explanation

Use this activity to define a header for the complex assembly service contract. A service contract can be connected to the transaction history of a work order to generate the sales prices for invoicing. Note: The agreement should be approved and activated prior to use.

Prerequisites

• The customer must be entered in IFS/Enterprise.
• You must be connected to a site. This can be performed in the IFS/Enterprise, Site window.
• The turnaround time (TAT) must be defined in the Contract Management Basic Data window. The TAT shows the planned time, in days, for the job to be done and has to be agreed upon with the customer.
• The EGT Margin (Exhaust Gas Temperature Margin) must be defined in the Contract Management Basic Data window, specifying the criteria for how tests have to be carried out after the repair.
• A disassembly structure should be transferred from IFS/Vehicle Information Management (IFS/VIM).

System Effects

As a result of this activity the agreement header with the Planned status is created. 

Window

Complex Assembly Service Contract
Complex Assembly Service Contracts

Related Window Descriptions

Complex Assembly Service Contract
Complex Assembly Service Contracts

Procedure

Use the following procedure to define the agreement header:

1. Open the Complex Assembly Service Contract or Complex Assembly Service Contracts window and create a new record.
2. In the Agreement ID field, enter the unique ID to identify the agreement.
3. Enter a short description in the Description field.
4. In the Customer No field enter the customer to whom this agreement is offered, or use the List of Values to select a suitable value.
5. When you create a new entry, the site to which the user is connected appears automatically in the Site field. Use the List of Values to change this value if necessary.
6. Enter the time range for which the agreement is valid in the Valid From and Valid To fields.
7. The Effective Date shows the effective date for the agreement. The date entered here will be used to determine the valid price from the price list.
8. In the Top Position Part field, enter the top position part number of the disassembly structure that has been transferred from IFS/VIM. The part entered here will be the top part in the product structure. Use the List of Values to select a suitable value. The description and revision number will appear automatically. 
9. Enter a values in the TAT (Turnaround Time) and EGT (Exhaust Gas Temperature) fields. Use the List of Values to select suitable values.
10. Save the information (F12).