| # Service Contracts (tsctm3100m000) use.session.to maintain the service contracts. You can define a service contract by copying another service contract into it. If you do so, the related terms are not copied. If you use service-contract templates, you can speed up the creation process of service contracts. On the Contract Changes tab, specify which of the three types of changes ( contract renewal, indexation, incidental changes are permitted for a contract. This will enable you to make changes to an active contract later on. Related topics To use templates in contract management To create service contracts To calculate contract prices Service contract changes Number groups in Service To use number groups and series Service tax rules, tax code, and tax country Service Contract The code of the service contract. Search Argument search argument Contract Type contract type Effective Date The start date of the contract. Expiry Date The date the contract ends. Note Service contract expiry date must be after the service contract effective date. Status Contract Status Sold-to Business Partner sold-to business partner Sold-to Business Partner The business partner's name. Address Code The address code. Address Code The street or road name in the address. Address Code The building number. Contact contact Contact The contact's name. First Invoice Reference This is a reference field for extra information to be printed on various service-contract documents and lists. Second Invoice Reference This is a reference field for extra information to be printed on various service-contract documents and lists. Service Contract Text If this check box is selected, a contract text is printed on the service-contract document. Service Office The service department or sales office responsible for the service contract or service-contract quotation. Note The service office determines the home currency and the financial company. Sales Rep. sales representative Line of Business line of business Sales Price List sales price list Header Text If this check box is selected, a header text is printed on the service-contract document. Note You can only add the header text if the service-contract status is Free. Footer Text If this check box is selected, a footer text is printed on the service-contract document. Note You can only add the footer text if the service-contract status is Free. Business Partner invoice-to business partner Address address Contact contact Sales Type The sales type applicable to the invoice-to business partner. Installment Template The code of the installment template. Note If an installment template is specified at contract level instead of at configuration level, the installments will be generated per header instead of per covered configuration. If no installment template is specified, the installment template must be specified for each covered configuration. Terms of Payment terms of payment Late Payment Surcharge late payment surcharge Installment Text If this check box is selected, a text is printed on installment invoices. Currency The currency, which is specified in the service contract. Currency Currency in which sales amounts are expressed in this contract. Exchange Rate Type exchange-rate type Rate Determiner Currency Rate Determiner Rate/Rate Factor currency exchange rate Rate/Rate Factor rate factor Rate/Rate Factor The rate for one (1) currency base-unit. Obsolete If this check box is selected, taxes are applicable to the contract installments. The tax country and the applicable tax code must be specified. Tax Country tax country Default value If the tax code is taken from the location address, the country of the location address. Otherwise, the country of the sold-to BP address. Related topics Service tax rules, tax code, and tax country Tax Code The tax code for the tax country. How baan determines the default tax code: If the Destination Sales Tax is applicable, the tax rules will be consulted based on: Sold-to business partner. Location address. If no tax code is found, the tax rules will be consulted again based on: Sold-to business partner. Sold-to-address. If no tax code is found or if the Destination Sales Tax is not applicable, the tax code as specified for the related service department will be used. Note If the Obsolete check box is not selected, this field is cleared and inactive. Only tax codes listed in the Tax Codes by Country (tcmcs0536m000) session for the country you selected in the Tax Country field are allowed. Registration Number Sequence(Own) The sequence number assigned to your company's tax registration number. Click the browse arrow to select a sequence number from the Registration Numbers by Financial Company (tctax9140m00l) session. Note The registration number sequence (own) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number(Own) The tax registration number corresponding to the sequence number you select in the Registration Number Sequence(Own) field. Registration Number Sequence(BP) The sequence number assigned to your business partner's tax registration number. Click the browse arrow to select a sequence number from the Registration Number by Business Partner (tctax4100m000) session. Note The registration number sequence (BP) is populated by SSA ERP. Related topics Selection criteria for registration number Registration Number(BP) The tax registration number of your business partner corresponding to the sequence number you select in the Registration Number Sequence (BP) field. Business Partner pay-by business partner Address The address code. Address The street or road name in the address. City The city in the address. Contact contact Service Contract This field identifies the service contract. Duration The number that is used in combination with the selected period unit to specify the duration of the service contract. The contract duration is adjusted to the right period, because the number of periods cannot be specified as a fraction ('1.5 years'). The duration is always rounded off. Note If terms are linked to the service contract, this field can no longer be changed. Duration The unit that is used to specify the duration of the service contract. The contract duration is adjusted to the right period, because the number of periods cannot be specified as a fraction ('1.5 years'). The duration is always rounded off. Note If terms are linked to the service contract, this field can no longer be changed. Effective Date effective date Expiry Date expiry date Pricing Method pricing method Percentage of Sales Value If the pricing method used is Sales Value of Configuration, a percentage value is required. Note This percentage value must be greater than zero. Contract Quotation contract quotation Overtime If this check box is selected, you can use overtime in the service contract's implementation. Service Contract The code of the service contract. Contract Renewal If this check box is selected, you can renew an active or an expired contract. Contract renewal enables you to update the expiry date of a service contract by a certain period of time. The contract coverage terms remain intact. Renewal Period Enter an integer. The period for which the renewed contract will be effective. Applicable and mandatory only if the Contract Renewal check box is selected. Renewal Period The period unit of the renewal period. Marked for Expiry If this check box is selected, this contract will be ignored during a global renewal process. Price Indexation If this check box is selected, you can apply indexation to the service contract price. Indexation enables you to lower or raise the price of the service contract at given intervals. Note You can combine indexation and renewal by first performing contract renewal, and then applying indexation. Related topics To apply indexation to multiple contracts Indexation Start Date The effective date for the indexation. Indexation Interval The period after which indexation is carried out. Example If the service-contract duration is two (2) years and the indexation period is six (6) months, indexation is carried out four times. Indexation Interval The period unit of the indexation period. Indexation Percentage The percentage to be used for the indexation. Incidental Changes If this check box is selected, you can make incidental changes to this service contract. Currency The currency that is specified in the service contract. Penalty If incidental changes are carried out on an active service contract, you can enter here a penalty amount that the sold-to business partner must pay. Revenue Recognition Based on Revenue Recognition method Recognize Revenue per Configuration If this check box is selected, revenue cognition is done per configuration of the contract. This will give additional information as to how much each of the configurations under the contract is contributing to the total revenue. If this check box is cleared, revenue recognition is done for the contract as a whole. Configuration Lines Starts the Contract Configuration Lines (tsctm1110m300) session. Contract Changes Starts the Contract Changes (tsctm3120m000) session. Generate Contract Changes Starts the Generate Contract Changes (tsctm3202m000) session. Totals Starts the Contract Totals by Contract Change (tsctm1506m300) session. Close Service Contracts Starts the Close Service Contracts (tsctm3201m000) session. Expire Service Contracts Starts the Expire Service Contracts (tsctm3200m000) session. Copy Service Contracts to History Starts the Copy Service Contracts to History (tsctm3280m000) session. Generate Subcontract Agreements Starts the Generate Subcontract Agreements (tsctm1210m000) session. Coverage Terms Starts the Template Coverage Terms (tsctm1120m100) session. Contract Installments Starts the Contract Installments (tsctm4100m000) session Estimated Revenues Starts the Estimated Contract Revenues per Period (tsctm4550m000) session. Contract Revenues Starts the Contract Revenues (tsctm4160m000) session. |