Service manager Service manager Start Start Manage business object service agreement

Manage business object service agreement

You can use a business object service agreement to provide services to a customer. For example, yearly maintenance of an item.

This feature includes:

  • Service agreements
  • Service level agreements
  • Subscriptions
  • Integration with work orders and projects
  • Subscription invoicing
  • Cost control

You can create a business object service agreement for these business object categories: External, Rental, or All business objects.

You can also base the agreement on these relation types: All prospects, Group of prospects, or Prospect.

Specify a validity period for the agreement.

A service agreement created for a specific prospect must be linked to a project.

This flow explains how to create and manage business object service agreements.

End End Create subscription fees Create subscription fees Create subscription fees for service subscriptions linked to business object agreements. You can generate fee transactions for one or more subscriptions at once. These transactions are used for invoicing. To view the transactions, go to: Work order project planning > All service subscriptions > Analyze > Transactions > Fee transactions. Procedure 1. Go to Work order project planning > Service subscriptions > All service subscriptions. 2. In the list, find and select the desired subscription (s). Note: You can choose more than one subscription. 3. On the Action Pane, click Subscription. 4. Click Subscription fees. 5. In the Period code field, enter or select a value. 6. In the From date field, enter or select a value. 7. In the To date field, enter or select a value. 8. In the Get pricing from field, select an option. 9. Click OK. Invoice business object service agreement

Invoice business object service agreement

You can invoice a business object service agreement from a project.

Assign an existing project or create a new one and link it to the service agreement.

Project invoicing is based on fee transactions created for subscriptions.

This flow explains how to invoice business object service agreements from the project.

Activities

Name Responsible Description

Manage business object service agreement

Service manager

You can use a business object service agreement to provide services to a customer. For example, yearly maintenance of an item.

This feature includes:

  • Service agreements
  • Service level agreements
  • Subscriptions
  • Integration with work orders and projects
  • Subscription invoicing
  • Cost control

You can create a business object service agreement for these business object categories: External, Rental, or All business objects.

You can also base the agreement on these relation types: All prospects, Group of prospects, or Prospect.

Specify a validity period for the agreement.

A service agreement created for a specific prospect must be linked to a project.

This flow explains how to create and manage business object service agreements.

Create subscription fees

Service manager

Create subscription fees for service subscriptions linked to business object agreements.

You can generate fee transactions for one or more subscriptions at once. These transactions are used for invoicing.

To view the transactions, go to: Work order project planning > All service subscriptions > Analyze > Transactions > Fee transactions.

Invoice business object service agreement

Service manager

You can invoice a business object service agreement from a project.

Assign an existing project or create a new one and link it to the service agreement.

Project invoicing is based on fee transactions created for subscriptions.

This flow explains how to invoice business object service agreements from the project.

Manage business object service agreement

Manage business object service agreement details

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