Service Level Agreement Reporting

Select the “Service Level Agreement Reporting” activity under the “Parameter Reporting” business component.

The “Service Level Agreement Reporting” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details:

Mode

Use the drop-down list box to specify the mode of reporting. The options are “Parameter Reporting”, “Skill Reporting”, “Consolidated Reporting” and “View Generated Orders”. The system displays “Parameter Reporting” by default on launch of the page.

When the mode is selected as “Parameter Reporting”

Enter the following details:

SLA No	The service level agreement number.
Parameter	The parameter mapped to the unit.
Unit	The code identifying the unit for which reporting has to be done
From Date	The starting date from which the reporting will be done. This date should be less than the system date.
To Date	The end date till which the reporting will be done. This date should be equal to the system date.
Show	Use the drop-down list box to display the specified entries. The options are “Both”, “Reported entries” and “Not Reported entries”. The system displays “Both” by default on launch of the page.

Note: Either “SLA No.” or “Parameter” or “Unit” details is required for the Parameter Reporting details.

Click the “Search” pushbutton to report the details of the selected mode.

Note: Parameter reporting can be done only for those SLA’s whose “Invoicing Type” is “Parameter”.

The system displays the following details.

SLA No.	The service level agreement number.
Agreement Type	The service level agreement type.
Valid Till Date	The end date of the service level agreement.
Parameter	The parameter mapped to the unit.
Parameter UOM	The unit of measurement of the parameter.
Parameter Type	The type of parameter. The value displayed will be ‘Consumption’.
Unit	The code identifying the unit.
Serial No	The sequential number of the unit.
From Date	The start date from which reporting is to be done.
To Date	The end date till which reporting will be done
Difference Days	The difference days between the start date and the end date.

The system displays the reporting of service level agreement details and the respective unit details in the “Reporting Details” multiline.

Unit

The units available for the selected service level agreement number.

Enter the following details in the “Reporting Details” multiline:

Value Type	Use the drop-down list box to specify the value type. The options are “New” and “Delta”. The system displays “New” by default on launch of the page. New: Select this option if the value updated to the parameter is a new value that would replace the old value. Delta: Select this option if the value updated to the parameter is an incremental value.
Date	The actual date of recording the parameter value of the unit.
Time	The actual time of recording the parameter value of the unit.
Parameter Value	The actual reading or parameter value of the unit.

The system displays the following in the “Reporting Details” multiline.

Last Updated / Cumulative Parameter Value

The last updated parameter value of the unit.

Note: When the Mode is ‘Parameter Reporting’ this column displays the parameter value that was last updated against the specified unit

Last Updated Date	The date on which the parameter was last updated.
Last Updated Time	The time at which the parameter was last updated.
Created Date	The date on which the parameter reporting was created.
Created By	The login id of the person who created parameter reporting
Modified By	The login id of the person who last modified parameter reporting details.
Modified Date	The date on which the parameter reporting details were last modified.

Click the “Save” pushbutton to save the parameter reporting details.
Select the “Reset Meter” link to reset the meter reading.
Select the “Amend Parameter” link to amend the parameter.

When the mode is selected as “Skill Reporting”

Enter the following details:

SLA No	The service level agreement number. Mandatory.
Parameter	The parameter mapped to the unit.
Unit	The code identifying the unit.
From Date	The starting date from which the reported skill details have to be captured. This date should be less than the system date.
To Date	The ending date till which the reported skill details have to be captured This date should be equal to the system date.
Show	Use the drop-down list box to display the specified entries. The options are “Both”, “Reported entries” and “Not Reported entries”. The system displays “Both” by default on launch of the page.

Click the “Search” pushbutton to report the details of the selected mode.

If the Show combo is chosen as ‘Reported Entries’, data will be fetched for all the dates lying between from date and to date for which reporting has already been done.

Example: Suppose from date is 1st of March and to date is 3rd of march and reporting was done only for 2nd of march, then with the selected set of search criteria, grid will fetch only those data pertaining to 2nd of march. 1st of march and 3rd of march shall not be fetched,

If Show option combo is chosen as ‘Not Reported Entries’, as per the above example, data will be fetched pertaining to 1st and 3rd of March only.

If show combo is chosen as ‘Both’, then both reported and not reported entries for all the three dates (1st March to 3^rd March) will be fetched in the grid.

Note: Skill reporting can be done only for those SLA’s whose “Agreement Type” is “O&M” and Invoicing type is “Timesheet”

The system displays the following:

SLA No.	The service level agreement number.
Agreement Type	The service level agreement type.
Valid Till Date	The end date of the service level agreement.
Parameter	The parameter mapped to the unit. For Skill reporting this will be blank
Parameter UOM	The unit of measurement of the parameter.
Parameter Type	The parameter type.
Unit	The code identifying the unit.
Serial No	The serial number of a unit.
From Date	The start date from which reporting is to be done.
To Date	The end date till which reporting will be done
Difference Days	The difference days between the start date and the end date.

The system displays the skill reporting of service level agreement details and the respective unit details in the “Reporting Details” multiline.

The system displays the following:

Unit

The units available for the selected service level agreement number.

Enter the following details in the “Reporting Details” multiline:

Category

Use the drop-down list box to specify the category of the invoice. The options are “Billable Day”, “Billable Holiday” and “Non-Billable Day”. The system displays “Billable Day” by default on launch of the page.

Billable Day: The reported date will be billable
Billable Holiday: Though the reported date is a holiday, it will be billable
Non-Billable Day: The reported date will not be billable.

Date

The actual date of reporting.

Time

The actual time of the reporting.

The system displays the following in the “Reporting Details” multiline.

Skill Code

The code identifying the skill.

Enter the following details in the “Reporting Details” multiline:

Quantity

The number of individuals reported for the specified skill code.

If category is Billable Day - Quantity can be zero

If category is Billable Holiday - Quantity cannot be zero

If category is Non - Billable Day - Quantity cannot be zero. The reported duration on the non-billable days will not be fetched for invoicing

Duration in Hrs.

The reported duration in terms of hours.

OT Hrs.

The cumulative overtime hours reported against the skill code...

The system displays the following in the “Reporting Details” multiline.

Created Date	The actual date of skill report creation.
Created By	The login id of the user who created the skill reporting.
Modified By	The login id of the user who last modified the skill report.
Modified Date	The last modified date of the skill report.

Click the “Save” pushbutton to save the details.

When the mode is selected as “Consolidate Reporting”

The system consolidates the "Parameter Reporting" and the "Skill Reporting" with respect to "Invoice Type" and "Agreement Type" specified in the SLA.

When the mode is selected as “Consolidate Reporting” and the Invoicing Type of SLA is “Parameter”

Enter the following details:

SLA No	The service level agreement number. Mandatory
Parameter	The parameter mapped to the unit.
Unit	The code identifying the unit.
From Date	The start date from which consolidation has to be done. This date should be the date on which latest SWO or SO was raised. This date should be less than the system date.
To Date	The end date till which consolidation will be done This date should be equal to the system date.
Show	Use the drop-down list box to display the specified entries. The options are “Both”, “Reported entries” and “Not Reported entries”. The system displays “Both” by default on launch of the page.

The system displays the following:

SLA No.	The service level agreement number.
Agreement Type	The service level agreement type.
Valid Till Date	The end date of the service level agreement.
Parameter	The parameter mapped to the unit.
Parameter UOM	The unit of measurement of the parameter.
Parameter Type	The parameter type.
Unit	The code identifying the unit.
Serial No	The serial number of the unit.
From Date	The start date from which consolidation is to be done.
To Date	The end date till which consolidation will be done
Difference Days	The difference days between the start date and the end date.

The system displays the consolidate reporting of parameter invoice type and the respective unit details in the “Reporting Details” multiline.

Unit	The units available for the selected service level agreement number.
Parameter	The parameter mapped to the unit.
Parameter Type	The category of the parameter. It will be displayed as ‘Consumption’.

Enter the following details:

Value Type	Use the drop-down list box to specify the category of the value. The options are “New” and “Delta”. The value saved during reporting will be defaulted. New: This option indicates that the value updated to the parameter is a new value that would replace the old value. Delta: This option indicates that the value updated to the parameter is an incremental value.
Date	The actual date of recording the parameter value of the unit.
Time	The actual time of recording the parameter value of the unit.
Parameter Value	The actual reading or parameter value of the unit. . The reported parameter value for the respective date and time will be displayed

The system displays the following in the “Reporting Details” multiline.

Last Updated / Cumulative Parameter Value

The cumulative parameter value of a unit for a particular date

Note: When the Mode is ‘Consolidated Reporting’ this column displays the cumulative parameter value.

If for a same date, the Value Type is ‘Delta’ for all the rows , then Cumulative parameter value will be shown as sum of all the parameter values for same date but multiple times.

If for a same date , the Value Type is ‘New’ for all rows, then cumulative value will be last value that has Value Type as ‘New’ less the value of parameter for the previous reported date.

If for a same date, combination of Delta and New exist, then value will be as sum of all the delta values which are after last new reported value for same date plus latest new reported value of that date less last date reported value.

Last Updated Date	The date on which the parameter was last updated.
Last Updated Time	The time at which the parameter was last updated.
Created Date	The date on which the parameter reporting was created.
Created By	The login id of the person who created parameter reporting
Modified By	The login id of the person who last modified parameter reporting details.
Modified Date	The date on which the parameter reporting details were last modified.

Enter the following details in the “Accounting Information” group box:

Finance Book	Use the drop-down list box to specify the finance book. The finance book combo is loaded with finance books mapped for the login user.
Cost Centre	The code identifying the cost center Mandatory
SWO Numbering Type	Use the drop-down list box to specify the service work order numbering type. It is loaded with the all the numbering type as defined in the Numbering Class component for the Transaction type – Service Work Order and mapped for the login user.

Note: Manual numbering type is not supported for Service Work Order generation

Task code

The code identifying task. It can be blank if the SLA’s Agreement type is ‘Spares’ The entered task code should have at least one spare item mapped to it.

The system displays the following details in the “Accounting Information” group box.

Task Desc	The description of the task.
Cumulative Value	The sum cumulative parameter value.

Note: Cumulative value is calculated on the basis of Value Types and Free Service date ranges.

If the cumulative value is calculated on the basis of free service date ranges like start and end dates.

If total duration is in between free service duration, order is not generated.
If to date lies beyond free service to date and from date lies in between free service from and to date then the system calculates value from Free service to date as from date and to date of the search as to date
If from date lies earlier to free service from date and to date lies in between free service from date and free service to date then consider from date as the from date for calculation and to date as Free service from date.
Click the “Generate” pushbutton to generate the service work order number for the invoice type Parameter.

If the Service Level Agreement type is spares, a Sale Order in Authorized status will be generated along with the Service Work Order.

When the mode is selected as “Consolidate Reporting” and the SLA Invoicing Type is “Time Sheet” and Agreement Type is “O&M”

Enter the following details:

SLA No	The service level agreement number. Mandatory.
Parameter	The Parameter mapped to the unit.
Unit	The code identifying the unit.
From Date	The start date from which consolidation has to be done. This date should be the date on which latest SWO or SO was raised. This date should be less than the system date.
To Date	The end date till which consolidation will be done This date should be equal to the system date.
Show	Use the drop-down list box to display the specified entries. The options are “Both”, “Reported entries” and “Not Reported entries”. The system displays “Both” by default on launch of the page.

The system displays the following:

SLA No.	The service level agreement number.
Agreement Type	The service level agreement type.
Valid Till Date	The end date of the service level agreement.
Parameter	The parameter mapped to the unit
Parameter UOM	The unit of measurement of the parameter.
Parameter Type	The parameter type of the service level agreement.
Unit	The code identifying the unit.
Serial No	The serial number of the unit.
From Date	The start date from which consolidation is to be done.
To Date	The end date till which consolidation will be done
Difference Days	The difference days between the start date and the end date of the unit.

The system displays the consolidate reporting of time sheet invoice type and the respective unit details in the “Reporting Details” multiline.

Exception

The excluded skill reports. The system checks for the skill report details on a daily basis. Based on the check, the system displays “Yes” and “No”.

Yes: The excluded skill report for the particular date is displayed as “Yes”.
No: Indicates that the particular date is included in reporting

Enter the following details

Category	The category as saved during reporting mode will be defaulted here. The options are “Billable Day”, “Billable Holiday” and “Non-Billable Day”.
Date	The actual date of reporting.
Time	The actual time of the reporting.

The system displays the following in the “Reporting Details” multiline.

Skill Code

The code identifying the skill

Enter the following details in the “Reporting Details” multiline:

Quantity	The number of individuals reported for the specified skill code. The number as saved during reporting will be displayed here
Duration in Hrs.	The overall duration of the work in terms of hours.
OT Hrs.	The cumulative overtime hours reported against the skill code.

The system displays the following in the “Reporting Details” multiline.

Cumulative Skill

The cumulative skill value. Cumulative Skill is calculated as

The total duration hours * skill rate (Skill Code) + sum of all the skills for a particular date.

Enter the following details in the “Accounting Information” group box:

Finance Book	Use the drop-down list box to specify the finance book. The finance book combo is loaded with finance books mapped for the login user.
Cost Centre	The code identifying the cost.
SWO Numbering Type	Use the drop-down list box to specify the service work order numbering type. It is loaded with the all the numbering type as defined in the Numbering Class component for the Transaction type – Service Work Order and mapped for the login user.
Task code	The code identifying task. It can be blank if the SLA’s Agreement type is ‘Spares’ The entered task code should have at least one spare item mapped to

The system displays the following details in the “Accounting Information” group box.

Task Desc	The description of the task.
Cumulative Value	The collective value.

Note: Cumulative value is calculated on the basis of Category and Free Service date ranges.

If the cumulative value is calculated on the basis of free service date ranges like start and end dates.

If total duration is in between free service duration, order is not generated.
If to date lies beyond free service to date and from date lies in between free service from and to date then the system calculates value from Free service to date as from date and to date of the search as to date
If from date lies earlier to free service from date and to date lies in between free service from date and free service to date then consider from date as the from date for calculation and to date as Free service from date.
Click the “Generate” pushbutton to generate the service work order number for the Time Sheet invoice type.

When the mode is selected as “View Generated Orders”

Enter the following details:

SLA No	The service level agreement number.
Parameter	The parameter mapped to the unit.
Unit	The code identifying the unit
From Date	The starting date from which the generated orders are to be viewed This date should be less than the system date.
To Date	The ending date till which the generated orders are to be viewed. This date should be equal to the system date.
Show	Use the drop-down list box to display the specified entries. The options are “Both”, “Reported entries” and “Not Reported entries”. The system displays “Both” by default on launch of the page.

Click the “Search” pushbutton to report the details of the selected mode.

The system displays the following:

SLA No.	The service level agreement number.
Agreement Type	The service level agreement type.
Valid Till Date	The end date of the service level agreement.
Parameter	The parameter mapped to the unit
Parameter UOM	The unit of measurement of the parameter.
Parameter Type	The parameter type.
Unit	The code identifying the unit
Serial No	The serial number of the unit.
From Date	The starting date from which the generated orders are to be viewed
To Date	The ending date till which the generated orders are to be viewed
Difference Days	The difference days between the start date and the end date.

The system displays the following:

SLA No.	The service level agreement number.
Generation Date	The service work order generation date.
Sale Order No.	The sale order number generated for the specified consolidated period for the service level of “Agreement Type” - “Spares”
SWO Number	The service work order number generated for the specified consolidated period.