Agreement Details

Select the “Agreement Details” activity under the “Service Level Agreements” business component.

The “Agreement Details” page appears.

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

To view the existing agreement details

The system displays the following details on the launch of the page.

Agreement No	The unique number identifying the service level agreement raised.
Agreement Date	The date on which the service level agreement raised.
Revision No	The number identifying the revision details.
Effective From	The date from which the created service level contract is effective.
Effective To	The date till which the created service level contract is effective.
Status	The status of the agreement.
Mode	The mode of the agreement.
Agreement Type	The type of the agreement.
Quotation No	The unique number that identifies the quotation.
Service level	The service level of the agreement.
SL Description	The description of the service level agreement.
Max Contract Duration[M]	The maximum duration of the contract.
Customer PO No	The number that identifies the customer purchase order number.
Customer PO Date	The date on which the customers purchase order was created.

This page consists of the following tabs:

Unit Details
Agreement Details
Misc Details
Charges Details

Tab – Unit Details

If the mode associated with the agreement is displayed as “After Sales”, then the following details are displayed in the header:

PM Schedule Start Date	The start date on which the maintenance is scheduled.
Last Service Visit	The date on which the last service is carried out.
Next Service visit	The date on which the next service is scheduled.
No Of Visits Done	The total number of after sales service visits done till date for the SLA.
Invoiced Upto	The date till which invoices are raised for the SLA depending on the type of payment plan selected by the customer.

The following details are displayed in the multiline if the mode associated with the agreement is “After Sales”:

Item Code	The code identifying the unit defined.
Variant Code	The code identifying the variant of the units item code.
Item variant Desc	The description of the service level item variant.
Opening Parameter Value	The starting parameter value of a unit that is applicable for the agreement when the “Invoicing Type” will be “Parameter”.
Unit Contract Value	The agreement value for the unit.
To Location	The code identifying the unit defined.

If the mode associated with the agreement is displayed as “Rental Operation”, then the system displays the following details in the multiline:

Line No	The line number of the service level agreement raised.
Quot. Line No	The line number that identifies the quotation.
Unit Category	The category of the unit.
Rental Unit	The unit of the service level agreement.
Rental Rate	The rental rate for the unit.
Rental Qty.	The rental quantity for the unit.
Effective From	The date from which the unit is effective on SLA.
Effective To	The date till which the unit is effective on SLA.
Lease Period	The lease period of the unit.
Mobilization	The mobilization rate for the unit.
Assembling Rate	The assembling rate of the unit.
Demobilization	The demobilization rate for the unit.
Dis-assembling rate	The dis-assembling rate of the unit.
Type of Work	The work type for the unit.
Ship To ID.	The location at which the unit is shipped.
Ship Date	The date at which the unit is shipped.
With Operator	Indicates whether the operator is required for the unit or not.
Calendar Code	The unique code that identifies the calendar.
Unit Contract Value	The contract value for the unit.
Reason Code	The code that identifies the reason.
Reason Code Description	The description of the reason.
Remarks	Any Remarks (If any).
Line Status	The line status of the unit. The status may be “Fresh” and “Active”.
Trailer Type	The type of the trailer required for the unit.

If the mode associated with the agreement is displayed as “Consignment Trip Operation”, then the system displays the following details in the multiline:

Line No	The line number of the service level agreement raised.
Quot. Line No	The line number that identifies the quotation.
Unit Category	The category of the unit.
Rental Unit	The rental unit associated for the agreement.
Rental Qty.	The rental quantity associated for the agreement.
Type of Work	The work type associated with the agreement.
Ship To ID.	The unique Id that identifies where the item to be shipped.
Ship Date	The date at which the item is shipped.
With Operator	Indicates whether the operator is required or not.
Reason Code	The code that identifies the reason.
Reason Code Description	The description for the reason code.
Remarks	Any Remarks (If any).
Line Status	The line status associated with the agreement. The status may be “Fresh” and “Active”.
Transportation Charges	The transportation charges for the item to be delivered.
Route No	The number that identifies the route(The route to be delivered for the item).
From Location	The location from which the item is shipped.
To Location	The location at which the item is delivered.
Route KMS	The route kilometers for the item to be delivered.
Trailer Type	The trailer type used for consignment operation.

Tab – Agreement Details

If the mode associated with the agreement is “After Sales”, then the system displays the following details in the header:

Customer Code	The code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA is raised.
Bill To Id.	The code identifying the address id of the customer to whom the bill has to be sent.
Sales Person Code	The code that identifies the sales person.
Currency	The code identifying the currency in which the SLA amount has to be paid.
Exchange Rate	The exchange rate that has been applicable for the SLA.
Total Units	The total number of units in the multiline is displayed.
Total Price	The total price of the SLA after all deduction.
Tax Amount	The system displays the tax amount computed on performing tax calculation.
Type	The type of the payment plan.
Pay Term	The code identifying the pay term.
Receipt Method	The receipt method of the item that has been delivered. The receipt method may be “Regular”.
Interval	The interval at which the invoice is to be raised.
Price Per Unit	The price per unit of the service level agreement. The system defaults this value from the service level.
Discount %	The percentage of discount offered for after sales services.
Invoicing Type	The type of the invoice created for the service level agreement. Indicates whether invoicing will be done based on ‘Parameter’ or ‘Timesheet'.
Billing Based On	Indicates whether the billing will be “Fixed” or “Slab” based.
Fixed Rate	The flat rate for the service agreement.
Invoicing Parameter	The parameter based on which invoicing is done for the agreement. This will not be blank if the Invoicing Type is ‘Parameter’.
Parameter UOM	The unit of measurement of the parameter.
Parameter Description	The description of the parameter.
Minimum Charge Applicable	The minimum charge applicable for the service level agreement.
Minimum Charge	The minimum charge for the service level agreement is raised.
Invoice After Visits	The visit number after which the invoice has to be raised.

If the mode associated with the agreement is displayed as “Rental Operation”, then the system displays the following details in the multiline:

Customer Code	The code identifying the customer for whom the SLA is raised.
Customer Name	The name of the customer for whom the SLA is raised.
Bill To Id.	The code identifying the address id of the customer to whom the bill has to be sent.
Sales Person Code	The code that identifies the sales person.
Currency	The code identifying the currency in which the SLA amount has to be paid.
Exchange Rate	The exchange rate that has been applicable for the SLA.
Total Units	The total number of units available in SLA.
Total Price	The total price of the SLA after all deduction.
Tax Amount	The system displays the tax amount computed on performing tax calculation.
Type	The type of the payment plan.
Pay Term	The code identifying the pay term.
Receipt Method	The receipt method of the service level agreement raised.
Billing Frequency	The frequency of the billing against the SLA raised.
Bill Day	The day at which the agreement was billed.

If the mode associated with the agreement is “Consignment Trip Operation”, then the system displays the following details in the header:

Customer Code	The code that identifies the customer.
Customer Name	The name of the customer associated with the customer code.
Bill To Id.	The code identifying the address id of the customer to whom the bill has to be sent.
Sales Person Code	The code that identifies the sales person.
Currency	The code identifying the currency in which the SLA amount has to be paid.
Exchange Rate	The exchange rate that has been applicable for the SLA.
Total Units	The total number of units available in SLA.
Total Price	The total price of the SLA after all deduction.
Tax Amount	The system displays the tax amount computed on performing tax calculation.
Type	The type of the payment plan.
Pay Term	The code identifying the pay term.
Receipt Method	The receipt method of the service level agreement raised.
Interval	The interval at which the invoice is to be raised.
Price Per Unit	The price per unit of the service level agreement. The system defaults this value from the service level.
Discount %	The percentage of discount offered for consignment operation.
Invoicing Type	The type of the invoice created for the service level agreement. Indicates whether invoicing will be done based on ‘Parameter’ or ‘Timesheet'.
Billing Based On	Indicates whether the billing will be “Fixed” or “Slab” based.
Fixed Rate	The flat rate for the service agreement.
Invoicing Parameter	The parameter based on which invoicing is done for the agreement. This will not be blank if the Invoicing Type is ‘Parameter’.
Parameter UOM	The unit of measurement of the parameter.
Parameter Description	The description of the parameter.
Minimum Charge Applicable	The minimum charge applicable for the service level agreement.
Minimum Charge	The minimum charge for the service level agreement is raised.
Invoice After Visits	The visit number after which the invoice has to be raised.
Billing Frequency	The frequency of the billing against the SLA raised.
Bill Day	The day at which the agreement was billed.

Tab – Misc Details

If the mode associated with the agreement is “After Sales”, then the system displays the following details in the multiline:

Finance Book	The billing finance book for the associated service level agreement.
Opportunity ID	The unique Id that identifies the opportunity.
Work Group	The work group for the service level agreement.
Cost Center	The code identifying the cost center mapped to the salesperson.
Analysis Code	The code identifying the analysis.
Sub Analysis Code	The sub analysis code of the analysis code.
Auto Renew	The renewal of the SLA has to be carried out automatically.
Renewal Date	The contract renewal date of the service level agreement.
Customer PO No	The number that identifies the customer purchase order.
Customer PO Date	The date on which the customer purchase order was created.
Contact Person	The name of the contact person.
Alternate Contact	The name of the person who supposed to receive in case the contact person is unavailable.
Phone No	The phone number of the contact person.
Mobile No	The mobile number of the contact person.
Escalation	The escalation for service level agreement.
Expiry Option	The expiry option or date for the service.
Expiry Parameter Value	The parameter value up to which, the agreement is valid. Agreement is considered to have expired for any value beyond the specified parameter value.
Monthly Fee	The monthly fee incurred.
Free Service From	The free service start date.
Free Service To	The free service end date.
Remarks	Remarks (If any).

If the mode associated with the agreement is “Rental Operation”, then the system displays the following details in the multiline:

Finance Book	The billing finance book for the associated service level agreement
Opportunity ID	The unique Id that identifies the opportunity.
Work Group	The work group that is expected to carry out the corrective action on the equipment or location.
Cost Center	The code identifying the cost center applicable for rental operation.
Analysis Code	The code identifying the analysis.
Sub Analysis Code	The sub analysis code of the analysis code.
Auto Renew	The renewal of the SLA has to be carried out automatically.
Renewal Date	The contract renewal date of the service level agreement.
Customer PO No	The number that identifies the customer purchase order.
Customer PO Date	The date on which the customer purchase order was created.
Contact Person	The name of the contact person.
Alternate Contact	The name of the person who supposed to receive in case the contact person is unavailable.
Phone No	The phone number of the contact person.
Mobile No	The mobile number of the contact person.
Insurance No	The unique number that identifies the insurance.
Insurance Type	The type of the insurance.
Insurance Amount	The amount that has been paid for insurance.
Maint. By	The person who maintained the unit.
Maint. Form	Indicates whether the form is required or not.
Remarks	Remarks (If any).

Tab – Charges Details

If the mode associated with the agreement is “Rental Operation”, then the system displays the following details in the header:

Line No	The line number of the agreement.
Category	The category of the agreement.
Finance Book	The billing finance book for the associated service level agreement.

If the mode associated with the agreement is “Consignment Trip Operation”, then the system displays the following details in the multiline:

Line No	The line number of the agreement.
Category	The category of the agreement.
Finance Book	The billing finance book for the associated service level agreement.
From Location	The location from which the goods to be shipped.
To Location	The location at which the goods to be delievered.

If the mode associated with the agreement is “Rental Operation”, then the system displays the following details in the multiline:

SI No	The serial number of the charges details.
Line No	The line number of the service level agreement.
Entity	The different entities used for the rental operation.
Item Description	The description of the item.
Unit	The code identifying the unit for which the SLA is created.
UOM	The unit of measurement.
Rate	The rate of the entity used for the rental operation.
A/C Usage	The ac usage of the entity used for rental operation.
Account Code	The unique code that identifies the account details.
Account Desc.	The description of the account.
Cost Center	The cost center used for the entity.
Analysis Code	The code identifying the analysis.
Sub Analysis Code	The sub analysis code of the analysis code.
Remarks	Any Remarks (If any).

If the mode associated with the agreement is “Rental Operation”, then the system displays the following details in the multiline:

SI No	The serial number of the charges details.
Item Code	The code identifying the unit defined.
Item Description	The description of the item.
Unit	The code identifying the unit for which the SLA is created.
UOM	The unit of measurement.
Rate	The flat rate for the service agreement.
Amount	The amount computed for service agreement.
Price List	The price list of the service level agreement.