In a service agreement, you can define the resources used in a typical service visit and how those resources are invoiced to the customer.

All service agreements are attached to projects through which transactions are posted and invoiced. However, you can also invoice service order transactions directly through the project without first connecting the service order to a service agreement. You might decide to do this if the service order is for a one-time-only service visit and the need to process the service transactions quickly outweighs the need to maintain detailed service-agreement information about the customer over a period of time.

Service agreement

In each service agreement, you must specify a project, a service-agreement ID, and a service-agreement group. The service-agreement group can be used to sort and group service agreements.

The header of a service agreement contains settings that apply to all attached agreement lines:

  • Whether the service agreement is suspended. If the service agreement is suspended, you cannot generate service orders from the service agreement.

  • The duration of the service agreement.

  • How service-order lines are to be combined into service orders.

  • Whether the service agreement is a template.

In the service-agreement header you also set up all the service objects and service tasks that can be used with the service agreement. Enter the specific service task or service object to be attached to the lines of the agreement.

From the service-agreement header you can also copy service-agreement lines or service-template lines into the current service agreement.

Service-agreement lines

The service-agreement lines describe in detail the content of the proposed service work. The lines contain the following settings:

  • The transaction type and the description of the transaction type.

  • The employee who performs the service work.

  • The objects on which service must be performed for the service agreement.

  • The frequency with which work is performed and associated item, expense, and fee transactions are registered.

  • The time window within which service-order lines can be grouped into a service order.

  • Service tasks used to group sets of agreement lines together into work tasks and to describe to service technicians and customers on an overall level what service task is to be provided.

  • Whether a line is stopped. If a line is stopped, you cannot create service orders for that individual line.

  • Project settings such as the category and the line property.

See Also