Adding general terms
The general terms of a contract determine how to calculate the generic costs and revenues of the service contract and also determine whether or not certain services must be invoiced.
If you want to apply any deviations to the general terms, you must register these in service agreements and specific terms (for time, materials, labor hours, travel etc.).
| If a work order is linked to a contract line, the general terms are applied to calculate the costs and revenues for this order. General terms are always applied to the contract line of the main work order, even if suborders are present. For PPM orders, each main order and suborder finds and uses its own general terms. |
Procedure
1. Go to Customer contracts > Service contract lines.
2. Select the contract line to which the general terms must apply.
3. Go to Service terms > General terms.
4. On the action panel, click Add.
5. In the data panel, enter data in the relevant fields.
| All fields on the general terms are life cycle aware. Any changes to these fields are added to the General terms - life cycle selection step. |
6. Click Save.