This tab describes the situations in which the conditions/costs line is to be applied: as a preventive maintenance line or a corrective maintenance line. In addition, you can specify whether this line should be included in the order as a sales line or as a subline.
Use this field to specify how the contract condition/costs line is to be included in a service order you create from the preventive maintenance schedule. You can choose from the following options:
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You can choose this option if you want to include the contract condition/costs line as text in the contract calculation (i.e. when the costs will not be included in the preventive maintenance invoice). |
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Choose this option if this contract condition/costs line is to be included as a sales line for preventive maintenance. In this case, the part specified in the Part field will be used on the sales line. |
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Choose this option if this contract condition/costs line is to be included as a sales subline for preventive maintenance. In this case, the part specified in the Part field will be used on the sales subline. |
Use this field to specify how the contract condition/costs line is to be included in a service offer or order created from a service notification. You can choose from the following options:
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You can choose this option if you want to include the contract condition/costs line as text in the service order (i.e. when the costs will not be included in the corrective maintenance invoice). |
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Choose this option if this contract condition/costs line is to be included as a sales line for corrective maintenance. In this case, the part specified in the Part field will be used on the sales line. |
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Choose this option if this contract condition/costs line is to be included as a sales subline for corrective maintenance. In this case, the part specified in the Part field will be used on the sales subline. |
For custom applications of the contract conditions/costs line, you can use a script. You can call this script from another script.
Use this field to specify how the contract conditions/costs line is to be processed in the service order, in other words, whether and how the costs are to be included in the calculation of the contract sum.
Example
If you have defined a service contract version that includes multiple objects and multiple preventive maintenance lines, you can use the contract condition/costs line to automatically include additional preventive maintenance costs in the service order for this preventive maintenance. Examples of such additional costs are call-out charges and administrative charges.
In this case, use the Calculate field to indicate whether the costs are to be included once per version, separately for each object in a version, or for each preventive maintenance line.
Use the order code to specify the default origin of the part on the costs line. This is the origin that will be specified on the sales line or subline.
The print code is used to specify the external documents in which the part must be printed once the costs line is used as a sales line or subline. You can choose 'Do not print', or different combinations of order confirmation, shipping (shipping note) and invoicing (invoice).
For instance, if you include the part 'Administration costs' on a sales order, you probably do not want this part listed on the shipping note, but you do want it listed on the order confirmation and the invoice. In this case, choose the 'Order confirmation & Invoicing' print code.
Specify a default value to be used on sales lines or sublines on which the conditions/costs line is included. The field value can still be modified here.