Work Orders - Service Provider fields
Field | Description | ||
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Terms for time | This field is automatically populated with the terms for time. These terms are linked to the service agreement that was found for the service agreement service. Terms for time are 'life cycle aware'. Note that the Terms for time field shows the terms that apply on the reference date. These may not always be identical to the terms for time that were applied to the order, since they may have been updated. The actual applied terms are shown in the Terms for time - snapshot field. | ||
Terms for time - snapshot | This field is automatically populated with the terms for time actually applied to the order (updated only after saving the order). | ||
Defect type (life cycle aware field, only available on Requests, Move requests, Work orders, Move orders) | Select the applicable defect type for bonus-malus from the list. Select one of the following options: • Availability: a penalty applies if there is insufficient availability of the service. The lack of availability is measured against the selected Incident class. • Performance: a penalty applies if the execution of the service is below the agreed standard. | ||
Incident class (life cycle aware field, only available on Requests, Move requests, Work orders, Move orders) | Select the applicable incident class for bonus-malus from the list. If a defect type is filled in, this field is mandatory. The following incident classes are available: 01 Health & safety, 02 Laws & regulations, 03 Availability, 04 Comfort and 05 Representation. 01 Health & safety will induce the severest penalty, the second item 02 Laws & regulations will induce the second severest penalty etc. The combined selected values in the Defect type and Incident class fields determine which penalty applies in case of under-performance. | ||
Service agreement service | Select a service agreement service that is relevant to the order. A service agreement service refers to the particular services you deliver.
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Qualification of usage | Select one of the following options from the list to indicate the usage of the service component on the order: 1. Normal - nothing is done. 2. Incorrect - the revenues will be invoiced as the field Invoiceable? is set to Yes for all order revenues (on both main and suborders). | ||
Exclude from revenue calculation | Select Yes to exclude the revenue calculations for this order. In case there are existing revenues, they will be deleted. No is selected by default. | ||
Exclude from invoice approval | Select Yes to exclude the order from the invoice approval process. No is selected by default.
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Include in revenue estimations | Select No to exclude the order from the revenue estimation process. Yes is selected by default. If there are suborders, you can only add estimations on the sub. Then this field is automatically set to No and you cannot edit this field until there are subs. | ||
Service level | Select a service level from the list. | ||
Customer | Select a relevant customer from the list. The customer needs to be specified on the order so that a unique contract(line) can be found for the service and service location of the order.
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Grouped invoice | Indicates if the invoices for a customer should be grouped or not. This field is read-only if there is a general term linked to the contract line of the order. If there is no general term linked to the contract line, this field is editable. The displayed value reflects the value selected in the Grouped invoice field on the General term. For suborders, this field is not editable, but inherited from the main order. | ||
Subcontractor related fields | |||
Subcontractor | This field is only available on planned maintenance (PPM) orders. It is a reference to the subcontractor by whom the PPM order is carried out. The link with the PPM order comes from an Outsourced assignment (= subcontractor contract line) on a Subcontractor contract. | ||
Outsourced assignment | This field is only available on planned maintenance (PPM) orders. It is a reference to an Outsourced assignment on a contract with a subcontractor. | ||
Team allocation agreement related fields
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On-call team | This field is auto-populated with the applicable on-call team if Allocation agreements for automatic team detection are configured and linked to the contract line. | ||
Service agreement service | This field is a generic service provider field and not exclusive to Allocation agreements, but the service you select here plays an important part in detecting a (on-call) team for a work order, if it has a link to an allocation agreement. | ||
Team | This field is auto-populated with the applicable team if Allocation agreements for automatic team detection are configured and linked to the contract line. | ||
Trade | This field is a generic order field and not exclusive to Allocation agreements, but the trade you select here plays an important part in detecting a (on-call) team, if it has a link to an allocation agreement. | ||
