| # Contract Quotation Configuration Lines (tsctm1110m200) Use this session to maintain the configuration that is covered by the service-contract quotation. In this context configuration includes: installation group Items Serialized items Before you process the service-contract quotation into a service contract, you must either transform the item into an Installation group, or link the item to an existing Installation group. Note You can link an Installation group to more than one service-contract quotation, as long as the statuses of the service-contract quotations are Free or Printed. If one of the involved service-contract quotations becomes Accepted, the remaining service-contract quotations cannot be set to Accepted for the same Installation group. Related topics Contract quotations Contract Quotation A quotation to a business partner for the provision of a service contract. Contract Quotation The description of the contract quotation. Configuration Line A list of configurations covered by a contract quotation, which will be covered by a service contract once the contract quotation becomes a service contract or which are related to a service-order quotation. Line Type The classification of the line. The line type can either be Normal, Total or Calculation. A total line is a sum total of calculation lines. A Calculation line is a partial configuration and contributes to the overall configuration of the type Total line. Prices If this check box is selected, sales prices can be defined for the service contract configuration line. If this check box is selected, the Contract Price Type fields are visible and the default value for Contract Price Type field is set to Time and Material. Note This field is visible only if: The Configuration line is set to Normal Line. The Use Prices in Service Contracts checkbox is selected in Contract Management Parameters (tsctm0100m000) session. Contract Price Type The Contract Price Type defined for the configuration line Allowed values Contract Price Type Note This field is visible only if: The configuration line is set to Normal Line. The Prices checkbox is selected. Coverage If this check box is selected, the coverage and cost terms can be defined for the configuration line. Note This field is visible only if: The configuration line is set to Normal Line. The Use Prices in Service Contracts checkbox is selected in Contract Management Parameters (tsctm0100m000) session. Installation Group The description of a cliuster. Item item. Serial Number serial number. You can manually enter the serial number. Following are the two possible conditions: When the item number is specified Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session. When the item number is not specified A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Item (tscfg2100m000) session opens displaying all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated. When you enter the serial number linked to only one serialized item, the Item, Description, Quantity, Department fields are populated. Note In case the serial number entered is incorrect, LN displays an error message. Number of Items If the configuration is an Item, then the number of items that constitute the item can be specified. Item The description of the item. Related Installation Group The related Installation group of the item. Contract Template A standard set of contract terms and conditions. A template can be used as a basis for contract quotations and service contracts. Contract Template The description of the contract template. Pricing Method The method indicating how the contract price is determined. The following pricing methods are available: Sales Value of Configuration Budgeted Service Costs Item Pricing Percentage of Sales Value When pricing method is Sales Value of Configuration, then the Percentage of Sales Value can be specified. Reference Activity The reference activity that is included as a part of the Contract Quotation. Reference Activity The description of the reference activity. Number of Activities The number of times the reference activity is covered for this configuration line. Effective Date Depending on its context, an effective date can be the first day on which a contract quotation is valid, the first day on which a service contract is active, or the first day on which you can use a template for quotations or contracts. The effective date often includes the effective time. Expiry Date Depending on its context, the last day on which the contract quotation is valid or the last day on which the service contract is active. After this date it is expired. Cont. Discount Date The date from which the Contract Discount Scheme is applicable. Installment Template The installment template based on which installments will be generated for this configuration line only. Installment Template The description of the Installment Template. Discount Scheme If services or terms of a warranty overlap with the services of a contract agreement for an item, a discount or reduction in terms on the contract price can be offered. The discount scheme defines the contract's discount percentage during the period when the warranty is valid for the item. This enables you to include an initial warranty period during which no invoices are sent to the customer. You can also use a discount scheme independently from a warranty, for example, if you agree on a once-only discount with the customer. Run Identification A user definable identification of the run in which the configuration line is generated Calculated The total Cost Amount of the configuration line. This amount consists of the aggregated cost amount of all coverage terms related to this configuration line Cost Amount The final Cost Amount of the configuration line. The Calculated Cost Amount is taken as default amount. Net Sales Amount The net sales amount and the currency of the contract quotation. Calculated If the Pricing Method is set to 'Item Pricing' the Sales Price is determined by taking the Item and Contract Template for searching through Contract Item Price Lists. By default the recommended sales price form the selected price list is taken. Sales Price If the Pricing Method is 'Item Pricing' the Calculated Sales Price is taken and based on the period unit of the related contract change the sales price is calculated. per The period for which the sales price applies. per The Period Unit in which the Sales Price is expressed. Calculated The Calculated Sales Amount is the Sales Price which is made applicable for the whole effectivity period of the configuration line. If the Sales Price is 500 € per quarter and the configuration is effective for 1 year, the Calculated Gross Sales Amount is 2000 €. Sales Amount If the Pricing Method is Budgeted Service Costs or Sales Value of Configuration the Sales Amount is the Sales Price which is made applicable for the whole effectivity period of the configuration line.If the Pricing Method is Item Pricing the Calculated Gross Sales Amount is taken and the Sales Amount cannot be changed. Surcharge Percentage The discount or surcharge that is applied on the Sales Amount. A positive percentage is treated as a surcharge. A negative percentage is treated as a discount Based on the discount or surcharge amount this percentage is calculated. Surcharge Amount The discount/surcharge amount that is applied on the Sales Amount. A positive amount is treated as a surcharge. A negative amount is treated as a discount Based on the discount or surcharge percentage this amount is calculated. Gross Sales Amount The Gross Sales Amount calculated for the configuration line. This amount is the Sales Amount added or subtracted with the Discount or Surcharge Amount. Scheme Discount The Contract Discount Scheme applicable for this configuration line according to which discounts will be calculated over a period of time. Discount Scheme The total discount calculated based on the Contract Discount Scheme Net Sales Amount The Net Sales Amount of the configuration line.
    Gross Sales Amount - Contract Discount Amount(retrieved from the contract discount scheme)
The net sales amount also take into account the effectivity period of the configuration line. Gross Margin The difference between the sales amount and the standard costs against standard costs. How the gross margin is calculated depends on the setting of the Margin Base field in the Service Order Parameters (tssoc0100m000) session. Acronym: GM Coverage Terms Starts the Template Coverage Terms (tsctm1120m100) session. Note For service-order quotation terms, this command is enabled as soon as you add a serialized item or a reference activity in the Service Order Quotation Configuration Lines (tsctm1110m400) session. Aggregate Calculation Lines Starts the Configuration Line Totals by Term Type (tsctm1503m400) session. Note In the Service Order Quotations (tssoc1100m000) session, this command is only active when activities and serialized items have been added to the quotation using the Service Order Quotation Configuration Lines (tsctm1110m400) session. Check Consistency Starts the Service Order Quotation Configuration Line Totals (tsctm1502m400) session. Note In the Service Order Quotations (tssoc1100m000) session, this command is only active when activities and serialized items have been added to the quotation. Installation Group Details Use this command to view Installation group details. This command starts the Installation Groups (tsbsc1100m000) session. Item Details Use this command to view details pertaining to the item. This command starts the Items - Service (tsmdm2100m000) session. Generate Configuration Lines Starts the Generate Contract Configuration Lines (tsctm2210m000) session. |