This page allows you to create and maintain agreement set lines, which can then be linked to the relevant agreement sets created. Agreement sets can be used to speed up processes and enable consistency in agreements used when creating contract (templates).
The information in this document is based on product update 251.
General section
Division
Your division will be displayed. This field cannot be edited.
Line number
Type a line order number for the agreement set line.
Description
Type the description for the agreement set line.
Agreement type
Select the Text, Response time, Preventive maintenance, Additional part/ hour, Parts/ Hours, Discount, or Item option for the agreement set line created. By default, Text is selected. The Additional part/ hour option will add a standard or hour item to the service activity planning lines to ensure this item is always included when performing service activities that relate to the account of the contract. This can be used for the registration of the standard amount of travel costs per service visit. The Parts / Hours option allows you to select an item group from Exact Globe Next, or assortment from Exact Synergy Enterprise, and to include or exclude it.
Document
Type or select the relevant invoice document for the agreement set line created.
Note: This is available only if Text is selected at Agreement type.
Short description
Type a short description for the agreement set line. This is mandatory.
Note: This is available only if Text or Item is selected at Agreement type.
Timestamp
Click this to insert a timestamp with your login name, the current date, the current local time, and the GMT offset.
Note: This is available only if Text is selected at Agreement type.
Full screen
Click this to maximize the Remarks box. When in full screen view, you can click OK or Cancel to insert or discard your changes.
Note: This is available only if Text is selected at Agreement type.
Maintenance type
Select the type of maintenance for the agreement set line. You can select All, Preventive maintenance only, or Corrective maintenance only. By default, All will be selected.
Note: This is available only if
Response time,
Additional part / hour, or
Parts / Hours is selected at
Agreement type.
Response time
Type the number of hours or days, and then select Hours or Days for the agreement set line. You can also select the hours or days. This is mandatory.
Note: This is available only if Response time is selected at Agreement type.
PM Type
Type or select a preventive maintenance type for the agreement set line. For more information, see Creating and maintaining preventive maintenance types for Service management.
Note: This is available only if Preventive maintenance is selected at Agreement type.
Time Interval
Select this check box if you want to define the time interval for the agreement set line. Type the number of days or months, and then select Days or Months.
Note: This is available only if Preventive maintenance is selected at Agreement type.
Start next request
Select Previous request, or Fixed schedule for the preventive maintenance.
Note: This is available only if Preventive maintenance is selected at Agreement type.
Activity start time
Type the start time of the service activity for the agreement set line.
Note: This is available only if Preventive maintenance is selected at Agreement type.
Activity duration
Type the duration of the service activity (in hours) for the agreement set line.
Note: This is available only if Preventive maintenance is selected at Agreement type.
Part / Hour
Type or select the part or hour that is required for the agreement set line. This is mandatory.
Note: This is available only if Additional part / hour is selected at Agreement type.
Type
Select the type of the additional part or hour for the agreement set line. Select Hour if the agreement set line requires additional hours, or Part if the agreement set line requires additional parts.
Note: This is available only if Additional part / hour is selected at Agreement type.
Quantity
Type the quantity of the additional part or hour, or item for the agreement set line.
Note: This is available only if Additional part / hour or Item is selected at Agreement type.
Selection
Select All to include or exclude all the parts or hours, Assortment to get the part or hour from the assortment, or Price list to get the part or hour from the price list for the agreement set line.
Note: This is available only if Parts / Hours is selected at Agreement type.
Include / Exclude
Select Include to include the part or hour, or Exclude to exclude the part or hour for the agreement set line.
Note: This is available only if Parts / Hours is selected at Agreement type.
Discount percentage
Type the discount percentage of the part or hour for the agreement set line. This is mandatory.
Note: This is available only if Parts / Hours is selected at Agreement type.
Item
Select an item for the agreement set line. This is mandatory.
Note: This is available only if Item is selected at Agreement type.
Price list
Select a price list for the agreement set line.
Note: This is available only if Item is selected at Agreement type.
Invoicing section
Cost centre
Type or select a cost center for the agreement set line.
Cost unit
Type or select a cost unit for the agreement set line.
Invoice
Select Yes or No to indicate that the agreement set line is tied to an invoice.
Invoice rate
Type the rate of the invoice for the agreement set line.
Note: This is available only if Text, Response time, Preventive maintenance, Additional part / hour, or Parts / Hours is selected at Agreement type.
Discount: Type
Select the type of discount for the invoice. You can select Fixed amount or Percentage. By default, Fixed amount is selected.
Note: This is available only if Discount is selected at Agreement type.
Discount: Amount
Type the discount amount of the invoice for the agreement set line. By default, "0.00" is displayed.
Note: This is available only if Discount is selected at Agreement type and Fixed amount is selected at Discount: Type.
Discount: Percentage
Type the discount percentage of the invoice for the agreement set line. By default, “0.00” is displayed.
Note: This is available only if Discount is selected at Agreement type and Percentage is selected at Discount: Type.
Invoice date
Type or select the date of the invoice for the agreement set line.
Note: This is available only if Discount is selected at Agreement type.
Invoice frequency
Select Once-only or Contract to invoice the customer once only or on a contractual basis. By default, Once-only is selected.
Note: This is available only if Discount is selected at Agreement type.