This page allows you to create and maintain an agreement linked to the contract that defines how the agreement is invoiced.
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Note: The
currency of the item agreement will be the same as the currency of the service
contract. For example, in Exact Globe Next, if the currency of the service item
is “EUR” but the currency of the service contract is “USD”, the system will
convert the price of the item agreement to “USD”. If the quantity of the
service item is changed, the system will automatically calculate based on the
original price of the service item defined in Exact Globe Next.
Agreement section
Line number
This is an auto-generated number to indicate the number of agreements created.
Description
Type the description for the agreement.
Note: If this is an Item agreement type, this field will automatically be filled with the description defined for the item that you have selected at the Item field. However, you can overwrite this with a different description.
Agreement type
Select the Parent, Text, Response time, Preventive maintenance, Additional part / hour, Parts / Hours, Discount, Discount on agreement, or Item option for the agreement created. By default, Text is selected.
Note: The Discount on agreement option can be linked to other agreements except Discount and Discount on agreement.
Maintenance type
Select the type of maintenance for the agreement. You can select All, Preventive maintenance only, or Corrective maintenance only. By default, All is selected. This field is available only if Text, Response time, Additional part / hour, or Parts / Hours is selected at Agreement type.
Parent agreement
Select the parent agreement for the agreement. The Parent agreement field is available only if Text, Response time, Preventive maintenance, Additional part / hour, Parts / Hours, or Discount is selected at Agreement type.
Document
Type or select the document for the agreement. The Document field is available only if Text is selected at Agreement type.
Response time
Select the response time for the agreement. The Response time field is available only if Response time is selected at Agreement type.
PM type
Select the preventive maintenance type for the agreement. The PM type field is available only if Preventive maintenance is selected at Agreement type. This is mandatory.
Time interval
Select this check box to indicate that the preventive maintenance schedule should work on a time interval and fill in the number of time units in the box on the right. Select the Days or Months option at the same field. The Time interval field is available only if Preventive maintenance is selected at Agreement type. This is mandatory.
Activity start time
Type the activity start time for the preventive maintenance schedule created. The Activity start time field is available only if Preventive maintenance is selected at Agreement type.
Activity duration
Type the activity duration for the preventive maintenance schedule created. The Activity duration field is available only if Preventive maintenance is selected at Agreement type. This is mandatory.
Start next request
Select Previous request or Fixed schedule for the preventive maintenance schedule. The Start next request field is available only if Preventive maintenance is selected at Agreement type.
Part / Hour
Select an item group (Exact Globe) or assortment (Exact Synergy Enterprise) for the agreement. The Part / Hour field is available only if Additional part / hour is selected at Agreement type. This is mandatory.
Type
Select the Hour or Part option for the agreement. The Type field is available only if Additional part / hour is selected at Agreement type.
Quantity
Type the quantity for the agreement. This field is available only if Additional part / hour or Item is selected at Agreement type.
Selection
Select All, Group, Assortment, or Price list for the agreement. The Selection field is available only if Parts / Hours is selected at Agreement type. By default, All is selected.
Include / Exclude
Select Include or Exclude for the agreement. The Include / Exclude field is available only if Parts / Hours is selected at Agreement type. By default, Include is selected. If Exclude is selected, the selection of the Parts / Hours can be excluded from the discount percentage calculation depending on the settings defined at Service management ? Setup ? Settings ? Settings. For more information, see Maintaining Service management settings.
Discount percentage
Type the discount rate for the agreement. The Discount percentage field is available only if Parts / Hours is selected at Agreement type. This is a mandatory field.
Start date
Type or select the start date for the agreement.
End date
Type or select the end date for the agreement.
Agreement set
Select the agreement set for the agreement. For more information, see Creating and maintaining agreement sets for Service management.
Note: This field is available only if Parent is selected at Agreement type.
Short description
Type a short description for the agreement. This is mandatory.
Note:
- This field is available only if Parent, Text, or Item is selected at Agreement type.
- If this is an Item agreement type, this field will automatically be filled with the short description defined for the item that you have selected at the Item field. However, you can overwrite this with a different description.
Item
Type or select an item for the agreement. This is mandatory and available only if Item is selected at Agreement type.
Price list
Select a price list for the agreement. This field is available only if Item is selected at Agreement type.
Invoicing section
Cost centre
Type or select a cost center for the agreement. The browser page will display the cost centers from the Exact Globe Next back-office administration.
Cost unit
Type or select a cost unit for the agreement. The browser page will display the cost units from the Exact Globe Next back-office administration.
Discount on agreement
Type or select an agreement for the contract. All the agreements created will be displayed except the agreements created with Agreement set, Discount, and Discount on agreement. A discount on agreement can only have an agreement. The calculations are as follows:
- Discount on agreement calculation
When generating invoice proposals, the system will always deduct the amount of the agreement that is linked to the Discount on agreement agreement type. After that, the overall amount with the Discount agreement type will be deducted.
- More than one discount on agreement linked to the agreement
When generating invoice proposals, if an agreement is linked to two or more discounts on agreement, the system will deduct the lowest percentage amount or fixed amount followed by the higher amount.
There are various combinations for the Discount on agreement type, such as the following:
- Invoice frequency: Contract
Discount type: Fixed amount
- Invoice frequency: Contract
Discount type: Percentage
- Invoice frequency: Once-only
Discount type: Fixed amount
- Invoice frequency: Once-only
Discount type: Percentage
Note: This field is available only if Discount on agreement is selected at Agreement type.
Invoice date
Type or select the invoice date for the agreement.
Note: This field is available only if Discount is selected at Agreement type.
Invoiced until
This field indicates the due date of the invoice generated for the agreement. If the Invoiced until field remains blank, then no invoice has been generated for this agreement.
Note: This field is displayed only if Parent, Text, Response time, Preventive maintenance, Additional part / hour, Parts / Hours, or Item is selected at Agreement type.
Invoiced
This field indicates the due date of the invoice generated for the agreement. If the Invoiced until field remains blank, then no invoice has been generated for this agreement.
Note: This field is displayed only if Discount is selected at Agreement type.
Invoice frequency
Select Once-only or Contract for the frequency of the discount agreement invoice.
Note: This field is available only if Discount is selected at Agreement type.
Invoice
Select Yes or No to indicate whether the agreement is tied to an invoice or not.
Discount: Type
Select Fixed amount or Percentage as the discount type for the agreement.
Note: This field is available only if Discount is selected at Agreement type.
Discount: Amount
Type the discount amount for the agreement. This amount will be invoiced for the contract and can be used when the customer negotiates a specific discount for the contract.
Note: This field is displayed only if Discount is selected at Agreement type and Fixed amount is selected at Discount: Type.
Discount: Percentage
Type the discount rate for the agreement. The total invoice amount will include the discount defined at this field.
Note: This field is displayed only if Discount is selected at Agreement type and Percentage is selected at Discount: Type.
Invoice rate
Type the invoice rate for the agreement.
Note: This field is displayed only if Parent, Text, Response time, Preventive maintenance, Additional part / hour, Parts / Hours, or Item is selected at Agreement type.
Total invoice amount next period
This field indicates a pre-calculation for this agreement. It will summarize all the prices for agreement links into a single amount and display this, followed by the currency and frequency indicator.
Indexation section
When an agreement is added, the information in this section will be copied from the service contract, except for the Last (Indexation date) value. However, the changes made to the information in this section will not affect the Indexation section for the service contract.
Indexation status
Select whether you want the service agreement to be indexed. If Blocked is selected, the service agreement will not be indexed, and the indexation on the Index: Service contracts page (for more information, see Indexing and prolongating service contracts for Service management) will not be displayed. Select Not blocked to index the service agreement. By default, Not blocked is displayed.
Indexation month
Select a month for the indexation for the service agreement. You can also leave the field blank if you do not want to select a month.
Indexation: Type
Select the type of index for the service agreement. Select Index with percentage or Index with amount. By default, Index with percentage is displayed.
Indexation: Percentage
Type the percentage for the index. This field is mandatory.
Note: This field is available only if Index with percentage is selected at Indexation: Type.
Idexation: Amount
Type the amount for the index. This field is mandatory.
Note: This field is available only if Index with amount is selected at Indexation: Type.
Last (Indexation date)
The date the service agreement was last indexed will be displayed. Never will be displayed if the service agreement has never been indexed. However, if one service agreement is indexed, the indexation date will be displayed. If there are two or more service agreements with different indexation dates, the date of the service agreement that was last indexed will be displayed. For example, service agreement A (first index) was indexed on March 3, 2015 and service agreement B (second index) was indexed on February 28, 2015. “28-02-2015” will be displayed on the service contract. This field cannot be edited.
Agreements section
This section displays all agreements created for the selected agreement.
Invoice transaction related data section
This section displays the invoice transaction results from the agreement lines. The data will be displayed based on the agreement items that you have defined under the Invoice items for agreement types section at Modules > Service management > Setup > Settings > Settings.