Service providers : Data setup : The Customers' world : Defining service agreements : Adding service agreements
Adding service agreements
You can define various types of service agreements for your customers, depending on the service area to which they apply. For example, does your agreement apply to all your service locations, service locations of a specific type or specific service locations? Similarly, you can decide whether the agreement applies to a whole asset group or to one specific asset. The same can be decided for space categories and spaces.
• Decide for which specific service area(s) you want to define a service agreement.
• Decide at what level the service agreement must be available.
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It is recommended to add one or more service agreements that you can reuse as a 'template', with linked terms and other data. This template can subsequently be deep copied and edited to create new service agreements.
Procedure
1. Go to Customer contracts > Customers.
2. Select the customer for whom you want to define a service agreement.
3. Go to Contracts and select the contract for which you want to define a service agreement.
4. At Service contract line, select the relevant contract line.
5. Go to Service agreements and click Add […] on the action panel.
Select the Add action for the relevant service component. There is an action for each potential service component in a service agreement: Asset group, Asset, Space category, Space, Service location type, Service location and Contract line.
6. Enter the data on the agreement and click Save.
For more information these fields, see Service agreement fields.
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Some fields on the service agreement are life cycle aware (dependent on the selected reference date), any changes in these fields are added to the Life cycle selection level / step.
7. If required, repeat the procedure to add more service components to the agreement.
8. On the action panel, click Link service agreement services, to link relevant services to the service agreement. You can only define a service agreement for a contract line if the service agreement is linked to a service that is also linked to the contract line.
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•    For service location agreements, asset agreements and space agreements, you must also link the service agreement to the applicable property (-ies), asset(s) or space(s), using the relevant action on the action panel: Link properties, Link assets or Link spaces.
•     In Service Providers mode, links between service agreements and their respective service agreement services, properties, spaces and assets are life cycle aware. This means that their display depends on the selected reference date and that the links are only available in periods when they are active, i.e. the period between their start and end date. See Time aware links for a description and Linking contract lines to services, properties, service levels for information on working with a reference date aware Link ... action.