You can use a business object service agreement to provide services to a customer. For example, yearly maintenance of an item.
This feature includes:
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.
| 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:
You can choose from these relation types:
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:
You can include or exclude maintenance plans based on available maintenance plan codes. You can set pricing at the following levels:
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. |