Connect Contract to Maintenance Order
Explanation
This activity is used to connect a service contract or a heavy maintenance contract to the maintenance order.
This is the service or the heavy maintenance contract for the work scope requested by a customer.
A service contract or a heavy maintenance contract may be connected to a maintenance order when creating the
order or until the order is released by defining the correct contract type and contract ID. If a heavy maintenance
contract is connected to a maintenance order, contract groups and contract lines included on the connected heavy
maintenance contract can be connected to the assigned maintenance events.
Note: If both a contract and a service quotation is connected to the
maintenance order, the service contract or the heavy maintenance contract will not be applied to the service
quotation that is to be sent to the customer.
Prerequisites
- A customer must be connected to the maintenance order. This customer must be a valid customer on the service
contract or the heavy maintenance contract.
- The distribution type of the maintenance order should be Work Order or Execution
Logic Structure.
- The site of the workshop on the maintenance order must be a valid site on the service contract or the heavy
maintenance contract.
- The maintenance order must be in the New, Initial Scope Definition or
Under Preparation status.
System Effects
- A service contract or a heavy maintenance contract is connected to the maintenance order.
- The service contract or the heavy maintenance contract will be used to find material ownership for the
material included on a maintenance order, based on the part provisioning rules of the contract. For more
information on setting ownership on material demands, refer the activity View Material Demands.
- When the maintenance order is released, the service contract will be transferred and vehicle service lines
included on the contract will be assigned to the generated work orders and/or work tasks.
- If a heavy maintenance contract is connected to the maintenance order when the maintenance order is released,
heavy maintenance contract details defined on the maintenance events will be transferred to the generated work
tasks.
- If both a contract and a service quotation is connected to the maintenance order or a contract is connected
to the maintenance order and a service quotation is connected to an included maintenance event, the contract will
not be applied to the corresponding work orders and work tasks. This is because in both instances the service
quotation is prioritized instead of the service contract or the heavy maintenance contract.