Generating outsourced maintenance proposals
When all preparations for outsourcing are completed on the customer contract and maintenance plan (see Outline of the subcontractor data configuration and Outsourced maintenance proposals), you can generate proposals for outsourced maintenance and share these with the subcontractor.
You can either generate outsourced maintenance proposals for the customer contract as a whole, or per individual contract line.
1. Go to Customer contracts.
2. At Contracts, select the relevant customer contract ...
3. … or, at Service contract lines, select a relevant contract line.
4. On the action panel, click Generate proposals.
5. In the dialog, select a reference date for the outsourcing process.
This reference date is used to find all applicable evaluation periods that are linked to the selected contract line.
Batch processing starts. You can monitor the process in the Batch processing TSI.
6. When the batch processing has finished, go to the Outsourced maintenance proposals TSI.
7. At Subcontractors, select the relevant subcontractor and drill down to Proposals.
The Batch status field will be set to Completed.
8. Go to the Activity definitions and Activity details selection levels to check the outsourced maintenance activity definitions and activities that were generated for this proposal.
9. At > , check the prices that were generated for each individual activity definition.
10. Go back to Proposals.
On the proposal, prices are totalled in the Total cost field for all outsourced maintenance activity definitions with the same service. The calculation is based on the data from the linked Framework agreement price list and the number of actual maintenance activities scheduled in the outsourcing period.
When the generated proposals have been negotiated with the subcontractor, and updated as required, you can proceed with generating outsourced assignments ('contract lines') for the subcontractor's contract.
 | Outsourced maintenance proposals can be deleted. However, if a contract line is linked, the proposal and its underlying items cannot be deleted. When an outsourced maintenance proposal is deleted, the following linked items are also deleted: 'outsourced proposal price lists', 'outsourced activity definitions' and 'outsourced maintenance activities'. |