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.

  1. Open the Customer Agreement window, enter relevant information in the header.
  2. In the General tab enter general information such as delivery terms and transportation method.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.