Service Agreement - Contract Details

The stock number of the unit.

If the word Transfer appears as a link beside the stock number, you may transfer the service agreement to a different stock number. The Transfer link only appears on the Contract Details tab if:

• the Transfer A Contract To A New Stock Number security switch is turned on in the Authorization List for Product Support - SAM screen
• the existing stock number on the service agreement has been marked as a traded unit
• there are no scheduled work orders and there is at least one To Be Scheduled line on the service agreement.

The unit's current hour meter reading. A current hour meter reading is used in determining the average use per week, it is important to continually update the hour meter reading whenever possible.

The date the unit's hour meter reading was recorded.

If Months is shown, then this field is not.

The number of months left in the service agreement.

If Current Hour Meter is shown, then this field is not.

The customer number to be used for pricing the work.

Or a pricing group, as specified on the Customer Pricing screen.

Tip: Use the search to select to ensure the correct spelling of the group name.

Calculated by the system and is used to determine when the next service job is to be performed.

Hours Difference = (machine hours) - (contract start hours)
Days difference = (hour reading date) - (contract start date) + 1
Usage = (hours difference / days difference) * 7 [if the usage < 1 then make it 1]

The number of hours difference between the current hour meter and the scheduled service hour before an hour warning will show on the scheduling tab.

A warning appears when the machine hours are within a certain number of hours of the scheduled hours regardless of the date range chosen.

The work order type for the selected service agreement and corresponding maintenance.

All work orders or job jackets generated for the selected service agreement use the type entered in this field and its associated labor rate.

The Type Code dictates the Rate Codes that can be applied to the contract. See Rates.

Determines the labor rate per hour.

Only rate codes that have been assigned to the selected Type Code can be added to the contract. See Rates.

The labor rate per hour for work orders and job jackets associated to the service agreement.

The default rate for this field is derived from either the Type or the customer profile associated to the service agreement, depending on which was most recently changed. For example, if the value for this field was originally 50 based on the service agreement Type, but the associated customer was then changed to a customer with a labor rate of 75, the service agreement labor rate would now carry a default value of 75.

The reserved amount for the entire service agreement (e.g., how much you sold this agreement for). This value must be entered manually.

The total dollar amount billed on all completed work orders calculated by the system during a billing run.

If you link a work order that has already been processed by a billing run to the selected service agreement, the value in this field is not affected. Only work orders that were closed and billed after being added to the contract are included in the W/O Billed value.

The contract status. For example, to be scheduled, scheduled, completed or declined.

To open a work order or decline the service, move your cursor over the to be scheduled Status and select one of: 

• Add Work Order/Request—to add a work order to a service agreement contract line or create a job request.
• Link to Work Order—to link a service agreement to a work order.
• Postpone Service—to postpone service on the work order.
• Decline Service—to decline service. You are asked to confirm, and if you select yes, the status updates to Declined.
• Link to Completed W/O—to link a service agreement to a completed work order.

To detach the work order from this line, click the Scheduled Status link.

To reactivate this job step, click the Declined Status link .

The number of hours on the unit's hour meter when scheduled maintenance is due to be performed.

Line items that are Complete display the actual hour meter reading of the selected unit.

This field is contextual dependent on the service agreement and may not be shown.

The projected date of the scheduled service or the date the work order was created or declined.

Line items that are Complete display the date on which the service was actually performed.

The job code for the service. The job code is used on the work order to identify the steps involved to perform the planned maintenance. The value of the remaining jobs is calculated in one of these ways:

• If the job code has already been performed (on any service agreement), the system uses the average dollar value of those jobs. The number of jobs is determined by the value setting in the Service Agreement Management Flatrate History Search Entries on the System Settings screen.

• If the job code has never been performed, the parts list is retrieved from the job code system. The parts quantity is multiplied by the current list price (from the master price file) plus the standard job code hours of the job code, times the work order rate per hour on a technician called PM (planned maintenance).

The description of the scheduled service. Click the description to view a detailed breakdown of the steps involved in this service.

If quoted values are loaded on a line (job), a $ appears next to the description of the service.

Once a service agreement job is linked to a completed work order the status of that job changes to Completed.

Accesses the Quote Values screen where you may enter quote values for the selected SAM contract.

To see the Quote Values button on the Contract Details screen requires the Allow Quote Value switch (805 - Product Support, SAM) to be enabled for the user.