1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Rental and sales
  5. Service solutions

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.


Service manager Service manager Start Start Include/Exclude business object service agreement maintenance plan Include/Exclude business object service agreement maintenance plan You can include or exclude maintenance plans based on existing maintenance plan codes. 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. 5. In the list, find and select the desired level of agreement relation. 6. In the list, find and select the desired maintenance plan code. 7. Select the Include check box. 8. Click Save. Manage pricing Manage pricing You can manage pricing for a service agreement on a business object. You can define pricing at these levels: All Task group Task In the pricing section, define the following: Price groups Line property (for example, chargeable or non-chargeable) Effective period for each price code 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. 5. n the list, find and select the desired level of agreement relation. 6. In the list, find and select the desired level of task relation. 7. In the Price groups field, enter or select a value. 8. In the Line property field, enter or select a value. 9. In the Max calls field, enter a number. 10. Click Save. Manage subscription Manage subscription You can manage subscriptions for a service agreement on a business object. You can define pricing at these levels: All Task group Task In the pricing section, define the following: Price groups Line property (for example, chargeable or non-chargeable) Effective period for each price code 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 record. 3. Click Manage. 4. Click Details. 5. In the list, find and select the desired level of agreement relation. 6. In the Subscription group field, enter or select a value. 7. In the Name field, type a value. 8. In the Fee category field, enter or select a value. 9. In the Base price field, enter a number. 10. In the Invoice group field, enter or select a value. 11. Click Save. End End Specify a type of an agreement relation Specify a type of an agreement relation Select a type of agreement relation to define how business object service agreement details apply. You can apply details like maintenance plans, pricing, and subscriptions at different levels: All: Applies to all business objects Item group: Applies to business objects linked to the item group Item: Applies to business objects linked to the item Business object: Applies only to the specific business object 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. 5. In the list, find and select the desired level of the agreement relation. 6. Click Save.

Activities

Name Responsible Description

Include/Exclude business object service agreement maintenance plan

Service manager

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

Manage pricing

Service manager

You can manage pricing for a service agreement on a business object.

You can define pricing at these levels:

  • All
  • Task group
  • Task

In the pricing section, define the following:

  • Price groups
  • Line property (for example, chargeable or non-chargeable)
  • Effective period for each price code

Manage subscription

Service manager

You can manage subscriptions for a service agreement on a business object.

You can define pricing at these levels:

  • All
  • Task group
  • Task

In the pricing section, define the following:

  • Price groups
  • Line property (for example, chargeable or non-chargeable)
  • Effective period for each price code

Specify a type of an agreement relation

Service manager

Select a type of agreement relation to define how business object service agreement details apply.

You can apply details like maintenance plans, pricing, and subscriptions at different levels:

  • All: Applies to all business objects
  • Item group: Applies to business objects linked to the item group
  • Item: Applies to business objects linked to the item
  • Business object: Applies only to the specific business object

Provide feedback