Customer Agreement
The information on the customer agreement is entered in the Customer
Agreement window. Several agreements can be entered for the same
customer. Price agreements are defined in the Deal per Part and
Deal per Sales Group tabs. Here you can enter customer specific
prices and discounts for services and parts. If the agreement is valid for
certain sites only these sites can be entered in the Valid for Sites
tab.
If a service contract exists for the same customer and the time period for
which it is valid is the same as the time period for the customer's agreement,
all valid customer agreements will automatically be connected to the service
contract in the Service Contract/Price Agreement/Customer's Agreements
sub tab. If you want to apply one of these customer agreement to the service
contract you need to enter the valid agreement ID in the Service
Contract/Price Agreement/Special Agreements sub tab.
Following is an example of how a customer agreement can be used in a service
contract:
Scenario - Customer A wants an agreement for object A100. For emergency work
on the object the customer agrees on paying a fixed price per occurrence.
- Open the Customer Agreement window, enter relevant
information in the header.
- In the General tab enter general information such as
delivery terms and transportation method.
- In the
Deal per Part tab
and/or the Deal per Sales Part Group
tab, enter prices and discounts for services and materials, if appropriate.
- Open the Service Contract window and query for the service
contract that is defined for the same customer for whom the above agreement
is created. In the Service Contract/Price Agreement/Customer's
Agreements sub tab observe all agreements valid for this customer.
- For a customer agreement to be used on a service contract, the agreement
must be applied on the contract. To do this, enter the valid customer
agreement ID in the Service Contract/Price Agreement/Special
Agreements sub tab.
- Click the Service Contract/Services tab and enter
information on the equipment object. If a VIM (Vehicle Information
Management) serial is used you need to click the Service
Contract/Vehicle Services sub tab and enter information on the
serial top part for which the service is valid.
- Enter one row for the emergency work by selecting Fixed Price in
the Invoice Type field and entering the relevant work type in the
Work Type field. Enter the sales part number and price in the Fixed
Price Execution area.