Maintain Service Level

Select the Maintain Service Level link under the Service Level Agreements business component.

The Maintain Service Level page appears.

Enter the following field details in the header:

Service Level	The unique code identifying the service level offered for after sales services (Alphanumeric, 18). The system displays an error message if this field is left blank. It also checks whether the entered service level is already available in the login organization unit.
Description	The description of the service level (Alphanumeric, 150). The system displays an error message if this field is left blank.
Status	Use the drop-down list box to select the status of the service level. You can select from either Active or InActive. The system displays Active by default of launch of the page.
Default Response Time [H]	The number identifying the default response time at which the after sales service will be provided (Integer). The system checks whether a non-negative non-zero value is entered in this field. If this field is left blank or a non-positive value is entered, the system displays an error message.
Duration [M]	The duration of the contract (Integer). It indicates the number of months the contract is valid. The system checks whether a non-negative non-zero value is entered in this field. If this field is left blank or a non-positive value is entered, the system displays an error message.
Agreement Type	Use the drop-down list box to select the agreement type for the service. The agreement type pertaining to the service can be selected from the drop-down list. The combo is loaded with the following options “AMC”, “O&M”, “Service”, “Spares" and “Work Contract”.
Base Price	The base price for the created service level (Integer).
PM Visits	The total number of visits for the created service level (Integer). The system checks whether a non-negative value is entered in this field. If this field is left blank or a non-positive value is entered, the system displays an error message.
Currency	The code identifying the currency in which the service level amount has to be paid. Use the drop-down list box to select the currency in which the service level amount has to be paid. A predefined list of currencies is displayed as options.
Including Labour	Select the check box to indicate that the labour hours will not be included while raising an invoice for the customer.
All Spare Parts Included	Select the check box to indicate that all the spare type items used in the work order should be included.
All Services Included	Select the check box to indicate that all the service type items used in the work order should be included.
Escalation	Select the check box to indicate that all the service type items used in the work order should be escalated.
Spares Rates From	Use the drop-down list box to select the spare rates. The spares rates pertaining to the service level agreement can be selected from the drop-down list box. The combo is loaded with the values based on the selection as “Spares” in the “Agreement Type” combo.
Template	Select the check box to indicate that all the service type items used in the work order needs a pattern.

Enter the following details in the Default Intervention Period group box:
Enter the default intervention period for Monday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Monday is greater than the to time entered for Monday.
To	The time till which the service can be provided for the customer (Time Format).

Enter the default intervention period for Tuesday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Tuesday is greater than the to time entered for Tuesday.
To	The time till which the service can be provided for the customer (Time Format).

Enter the default intervention period for Wednesday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Wednesday is greater than the to time entered for Wednesday.
To	The time till which the service can be provided for the customer (Time Format).

Enter the default intervention period for Thursday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Thursday is greater than the to time entered for Thursday.
To	The time till which the service can be provided for the customer (Time Format).

Enter the default intervention period for Friday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Friday is greater than the to time entered for Friday.
To	The time till which the service can be provided for the customer (Time Format).

Enter the default intervention period for Saturday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Saturday is greater than the to time entered for Saturday.
To	The time till which the service can be provided for the customer (Time Format).

Enter the default intervention period for Sunday:

From	The time from which the service can be provided for the customer (Time Format). The system displays an error message if the from time entered for Sunday is greater than the to time entered for Sunday.
To	The time till which the service can be provided for the customer (Time Format).

Note: If the default intervention periods from Monday to Sunday is not entered, then the system defaults values From as "8.00A.M" and To as "5.00 P.M".

Click the Spares tab in the Create Service Level page.
Enter the following details in the Default group box:

Include / Exclude	Use the drop-down list box to indicate if the spare part entered has to be included or excluded from the replenishment list. You can select from Include, Exclude or Blank. The system displays Blank by default on launch of the page.
Remarks	Remarks (if any) (Alphanumeric, 1000).

Click the Apply To All pushbutton to default the values entered in the Default group box in the multiline.

The system populates the values entered in the header (Include / Exclude and Remarks) to all the rows in the Spares multiline where an item code or item group is entered.

Enter the following details in the Spares multiline:

Item Group

Use the drop-down list box to select the code identifying the item group. The system populates the values defined in the Item Administration business component for the login organization unit that are in Active status with a blank space in ascending order. The system displays Blank by default on launch of the page.

Note: If an item group is selected, then neither of item code or UOM can be entered in the multiline. The system ensures that the item groups are not repeating across the rows in the multiline. If the item groups are repeated, an error message is displayed.

Enter the following details in the Spares multiline:

Item	The code identifying the item (Alphanumeric, 32). The system displays an error message if this field is left blank.
	Press <Enter> key.
	The system check for the existence of the entered item code in the Item Administration business component. If the item does not exist in the login organization unit then an error message is displayed. The system checks whether the entered item is variant controlled. If the item is variant controlled, then the system ensures that the variant field is not left blank. If the item-variant code combination entered exists in the Item Administration business component, then the system retrieves the corresponding item-variant details in this page.
	Help facility available.
Variant	The code identifying the variant of an item (Alphanumeric, 8). The system checks whether the entered item is variant controlled. If the item is variant controlled, then the system ensures that this field is not left blank.
	Press <Enter> key.
	The system displays an error message if the item field is left blank. The system check for the existence of the entered item code in the Item Administration business component. If the item does not exist in the login organization unit then an error message is displayed. If the item-variant code combination entered exists in the Item Administration business component, then the system retrieves the corresponding item-variant details in this page.

Note: The system ensures that the item-variant code combination is not repeating across rows in the multiline. If the item-variant combination is repeated, an error message is displayed.

The system displays the following detail in the Spares multiline:

Description

The description of the item code.

Enter the following details in the Spares multiline:

UOM	The unit of measurement of the item code (Alphanumeric, 10). If the UOM is not entered, then the system retrieves the sales UOM for the item if available or else the stock UOM is retrieved for that item. The system checks for the validity of the entered UOM for each of the item variant entered from the Inventory business component.
	Help facility available.
Include / Exclude	Use the drop-down list box to indicate if the spare part entered has to be included or excluded from the replenishment list. You can select from either Include or Exclude. The system displays Include by default on launch of the page.
Unit Rate	The unit rate of each item whose value is retrieved from the service level agreement (Integer). The system checks whether a non-negative non-zero value is entered in this field for a valid item entered or item group selected. If this field is left blank or a non-positive value is entered, the system displays an error message.
Remarks	Remarks (if any) (Alphanumeric, 1000).

Click the Services tab in the Create Service Level page.
Enter the following details in the Default group box:

Include / Exclude	Use the drop-down list box to indicate if the services entered are to be included or excluded in the contract. You can select from Include, Exclude or Blank. The system displays Blank by default on launch of the page.
Remarks	Remarks (if any) (Alphanumeric, 1000).

Click the Apply To All pushbutton to default the values entered in the Default group box in the multiline.

The system populates the values entered in the header (Include / Exclude and Remarks) to all the rows in the Services multiline where an item code or item group is entered.

Enter the following details in the Services multiline:

Item Group

Enter the following details in the Services multiline:

Item	The code identifying the item (Alphanumeric, 32). The system displays an error message if this field is left blank.
	Press <Enter> key.
	The system check for the existence of the entered item code and also ensures that the item is available as Service item in the Item Administration business component. If the item does not exist in the login organization unit then an error message is displayed. The system checks whether the entered item is variant controlled. If the item is variant controlled, then the system ensures that the variant field is not left blank. If the item-variant code combination entered exists in the Item Administration business component, then the system retrieves the corresponding item-variant details in this page.
	Help facility available.
Variant	The code identifying the variant of an item (Alphanumeric, 8). The system checks whether the entered item is variant controlled. If the item is variant controlled, then the system ensures that this field is not left blank.
	Press <Enter> key.
	The system displays an error message if the item field is left blank. The system check for the existence of the entered item code and also ensures that the item is available as Service item in the Item Administration business component. If the item does not exist in the login organization unit then an error message is displayed. If the item-variant code combination entered exists in the Item Administration business component, then the system retrieves the corresponding item-variant details in this page.

Note: The system ensures that the item-variant code combination is not repeating across rows in the multiline. If the item-variant combination is repeated, an error message is displayed.

The system displays the following detail in the Services multiline:

Description

The description of the item code.

Enter the following details in the Services multiline:

UOM	The unit of measurement of the item code (Alphanumeric, 10). If the UOM is not entered, then the system retrieves the sales UOM for the item. The system checks for the validity of the entered UOM for each of the item variant entered from the Inventory business component.
	Help facility available.
Include / Exclude	Use the drop-down list box to indicate if the services entered are to be included or excluded in the contract. You can select from either Include or Exclude. The system displays Include by default on launch of the page.
Unit Rate	The unit rate of each item whose value is retrieved from the service level agreement (Integer). The system checks whether a non-negative non-zero value is entered in this field for a valid item entered or item group selected. If this field is left blank or a non-positive value is entered, the system displays an error message.
Remarks	Remarks (if any) (Alphanumeric, 1000).

Click the Std WO Charges tab in the Create Service Level page.
Enter the following details in the Std WO Charges multiline:

Item	The code identifying the item (Alphanumeric, 32). The system displays an error message if this field is left blank.
	Press <Enter> key.
	The system checks for the existence of the entered item code in the login organization unit. If the item does not exist then an error message is displayed. The system checks whether the entered item is variant controlled. If the item is variant controlled, then the system ensures that the variant field is not left blank. If the item-variant code combination entered exists in the Item Administration business component, then the system retrieves the corresponding item-variant details in this page.
	Help facility available.
Variant	The code identifying the variant of an item (Alphanumeric, 8). The system checks whether the entered item is variant controlled. If the item is variant controlled, then the system ensures that this field is not left blank.
	Press <Enter> key.
	The system displays an error message if the item field is left blank. The system checks for the existence of the entered item code in the login organization unit. If the item does not exist then an error message is displayed. If the item-variant code combination entered exists in the Item Administration business component, then the system retrieves the corresponding item-variant details in this page.

Note: The system ensures that the item-variant code combination is not repeating across rows in the multiline. If the item-variant combination is repeated, an error message is displayed.

The system displays the following detail in the Std WO Charges multiline:

Description

The description of the item code.

Enter the following details in the Std WO Charges multiline:

Rate

The rate at which the item are charged (Integer). The system checks whether a non-negative non-zero value is entered in this field for a valid item entered. If this field is left blank or a non positive value is entered, the system displays an error message.

Click the Maintain pushbutton to save the created service level.

If item group(s) is selected and if some item code(s) are also entered in the Spares multiline, then the system ensures that the entered item code(s) is not a part of the selected item group. If the item code belongs to any of the item group selected, then the system displays an error message.

If item group(s) is selected and if some item code(s) are also entered in the Services multiline, then the system ensures that the entered item code(s) is not a part of the selected item group. If the item code belongs to any of the item group selected, then the system displays an error message.

For any item code entered or item group selected in the Spares and Services multiline, if the discount is entered and the unit rate field is left blank then the system does not save the discount entered.

In the Spares and Services tab, if all the details other than item code or item group are entered, then the system ensures that the entered details are not saved.

If the rate is entered and if the item code is left blank, then the system does not save the entered details.

The system saves the created record details. The system retrieves the current login user name as the person who has created the service level and the current system date and time as the date and time at which the service level contract was created.

Click the "Edit Tax Group" link for mapping the service item with that of applicable tax groups.

The system displays the following details at the bottom of the page:

Created By	The login user ID of the person who has created the service level.
Created Date	The date & Time on which the service level was created.
Last Modified By	The login user ID of the person who has last modified the service level.
Last Modified Date	The date & Time on which the service level was last modified.