Outsourced maintenance proposals
In Planon's Service Providers - Subcontractors solution, an Outsourced maintenance proposal is generated by clicking the Generate proposals action on a customer contract, or on its contract line. A batch process is started that creates a series of packages of maintenance work for a certain period to be outsourced to the relevant subcontractor.
A generated Outsourced maintenance proposal, containing all maintenance work for a certain period, is subsequently sent to the subcontractor. This proposal is read-only because it is a legally binding document between service provider and subcontractor. After due negotiations with the subcontractor about the actual price of the outsourced activities in the proposal, the generated proposal can be formalized and turned into (grouped) contract lines on the subcontractor's contract.
 | For a maintenance proposal to be generated properly, the following conditions have to be met: • Contract maintenance activities must be added to the relevant contract line • Optional: the setting Available for outsourcing? on the contract activity definition can be set to Yes, to facilitate filtering, searching and reporting. • The maintenance plan to which these contract activities are linked must be definitive and compiled, so that maintenance activities exist in the plan for the contract activity definitions. • Assets must be linked to the relevant service plan • Evaluation periods must be defined for the customer contract line. • Outsourcing agreements must be defined for the customer contract line and the contract line must be Active. |