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.


Service manager Service manager Start Start Confirm business object service agreement Confirm business object service agreement Confirm the business object service agreement after receiving the customer's response. This activates the business object service agreement. Procedure 1. Go to Work order project planning > Business object service agreements > All business object service agreements. 2. In the list, find and select the desired business object service agreement. 3. Click Change status to open the drop dialog. 4. In the New status field, select an option. 5. In the Reason code field, enter or select a value. 6. Click OK. Create business object service agreement Create business object service agreement Create a business object service agreement to define a customer service contract. You can create agreements based on these business object categories: External Rental All business objects You can choose from these relation types: All prospects Group of prospects Prospect Specify a validity period for each agreement. Link the agreement to a project if it is created for a specific prospect. This activity focuses on agreements for a specific customer and a business object of type External. Procedure 1. Go to Work order project planning > Business object service agreements > All business object service agreements. 2. Click Business object service agreement. 3. In the Description field, type a value. 4. In the Service agreement group field, enter or select a value. 5. In the Relation type field, select 'Table'. 6. In the Relation account field, enter or select a value. 7. In the Currency field, enter or select a value. 8. In the Object filter category field, select 'External'. 9. In the From date field, enter a date. 10. In the To date field, enter a date. 11. Click Project to create new project or select existing Project ID and Project contract ID. 12. In the Project group field, enter or select a value. 13. Click new to create Project contract ID or In the Project contract ID field, enter or select a value. 14. Click OK. 15. Click Create project. 16. Click Save. End End Manage business object service agreement details

Manage business object service agreement details

You can define the details of a business object service agreement.

Specify the agreement relation level as one of the following:

  • All
  • Item group
  • Item
  • Business object

You can include or exclude maintenance plans based on available maintenance plan codes.

You can set pricing at the following levels:

  • All
  • Task group
  • Task

In the pricing section, define the price group, line property (for example, chargeable or non-chargeable), and the active time for the price code.

You can also specify subscription details, including the subscription group, fee category, and base price.

This flow explains how to manage business object service agreement details.

Send business object service agreement to a customer Send business object service agreement to a customer You can send a business object service agreement to the customer for approval. Procedure 1. Go to Work order project planning > Business object service agreements > All business object service agreements. 2. In the list, find and select the desired business object service agreement. 3. Click Change status to open the drop dialog. 4. In the New status field, select 'Sent'. 5. In the Text field, type a value. 6. If required select Yes in the Print field. 7. Click OK. Customer  response received Customer  response received Any changes needed? Any changes needed? Open business object service agreement details Open business object service agreement details Open the Business object service agreement details page to maintain information about maintenance plans, pricing, and subscriptions. You can update agreement details and track maintenance plans from this page. Procedure 1. Go to Work order project planning > Business object service agreements > All business object service agreements. 2. In the list, find and select the desired business object service agreement. 3. Click Manage. 4. Click Details. No Yes

Activities

Name Responsible Description

Confirm business object service agreement

Service manager

Confirm the business object service agreement after receiving the customer's response.

This activates the business object service agreement.

Create business object service agreement

Service manager

Create a business object service agreement to define a customer service contract.

You can create agreements based on these business object categories:

  • External
  • Rental
  • All business objects

You can choose from these relation types:

  • All prospects
  • Group of prospects
  • Prospect

Specify a validity period for each agreement.

Link the agreement to a project if it is created for a specific prospect.

This activity focuses on agreements for a specific customer and a business object of type External.

Manage business object service agreement details

Service manager

You can define the details of a business object service agreement.

Specify the agreement relation level as one of the following:

  • All
  • Item group
  • Item
  • Business object

You can include or exclude maintenance plans based on available maintenance plan codes.

You can set pricing at the following levels:

  • All
  • Task group
  • Task

In the pricing section, define the price group, line property (for example, chargeable or non-chargeable), and the active time for the price code.

You can also specify subscription details, including the subscription group, fee category, and base price.

This flow explains how to manage business object service agreement details.

Send business object service agreement to a customer

Service manager

You can send a business object service agreement to the customer for approval.

Open business object service agreement details

Service manager

Open the Business object service agreement details page to maintain information about maintenance plans, pricing, and subscriptions.

You can update agreement details and track maintenance plans from this page.

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