Maintain Service Level Agreement – A summary of the activity

This activity allows you to create a service level agreement. The service level agreement (SLA) forms the basis for Preventive Maintenance (PM) work orders (WO). The agreements are created for any number of units and a service level. In the created SLA, the service item in the service level is referred.

The service level agreement details like the start date of the contract, the effective end date of the contract, the maximum duration of the contract, the address id of the bill to customer, the price per unit, the percentage of discount offered and the sales person responsible for the creation of the SLA are captured in this activity. Apart from these information, the date of the contract renewal can also be specified.

This activity features auto renew option. On renewal of the contract, the new contract start date and the contract effective to date are calculated.

You can also specify the type of the payment plan to be considered for the SLA. If the type of payment is set to “At Fulfilment”, then the invoice will be raised only on the effective end date of the SLA. In case if the payment plan is set to “In Advance, then the system raises an invoice on the start date of the interval. If set to “In Arrears, then the invoice is raised on the end date of the interval.

The system saves the entered service level agreement details. Based on the total number of visits during the contract period and the scheduled start date for the maintenance of unit, a PM work order is generated. The login user ID and the system date are stored along with the creation details.

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