Time aware links
In the Service Providers solution, there are many elements (business objects) that can be linked with one another. Some contractual links are 'time aware', which means that they take the reference date into account and have a clear start and - optionally - an end.
When you create contractual agreements (contract lines, service agreements, terms) between yourself as Service Provider and your customer, you can specify which links to other elements in Planon apply to these contractual agreements. These links are subsequently used to find which contract lines apply to an order, and also for generating revenues, quotations, and estimates.
You can create or undo links to/from contract lines or service agreements, in accordance with the life cycle of the contract line / service agreement. Clicking the Link action for the business objects listed below, also allows you to define when links are valid. In other words, when they should start and end. By doing so, you create a unique validity for each link, across the contract period. Once defined, Planon will make sure that the link is only applied during the specified period.
In Service Providers solution mode, the following links between elements (technical term: business objects) are time aware:
Contract lines:
• Contract line(s) - Property/-ies
• Contract line(s) - Service level(s)
• Contract line(s) - Service agreement service(s)
Service agreements:
See also: Adding service agreements
• Service agreement(s) - Property/-ies
• Service agreement(s) - Service agreement service(s)
• Service agreement(s) - Space(s)
• Service agreement(s) - Asset(s)
Customer budget definitions:
See also: Adding customer budget definitions
• Customer budget definitions - Assets
• Customer budget definitions - Asset groups
• Customer budget definitions - Space categories
• Customer budget definitions - Spaces
• Customer budget definitions - Location types
• Customer budget definitions - Properties
• Customer budget definitions - Contract lines
• Customer budget definitions - Cost centers
• Customer budget definitions - Service agreement services
• Customer budget definitions - Service levels
 | Time aware links that are associated with a contract line, service agreement or term for labor hours will be moved in time when the associated business object's start date is changed. Any links ending before the new start date will be removed, while other affected links will have their start dates updated. |