Define Agreement Invoice Rule

Explanation

This activity is used to define agreement invoice rules that will be applicable to the services in the service contract. Agreement rules are used to give discounts to a customer and are only applicable when invoicing the service contract through a work order. You can specify if the rule should be applied to sales groups or cost types and also if posting lines with zero invoice amounts should be included in or excluded from the customer invoice.

Prerequisites

Sales groups for non-inventory sales parts should be defined in IFS/Customer Order, Sales Basic Data.

System Effects

As a result of this activity a new agreement invoice rule will be created.

Window

Service Contract Basic Data

Related Window Descriptions

Service Contract Basic Data
Service Contract Basic Data/Agreement Invoice Rule

Procedure

1. Open the Service Contract Basic Data window, click the Agreement Invoice Rule tab and create a new record (F5).
2. Enter a unique identity for the agreement invoice rule in the Agreement Invoice Rule ID field and a description in the Description field respectively.
3. Select how the rule will be applied, i.e., based on sales group or cost type, in the Sales Group/Cost Type field.
4. Select the Invoice Zero Amounts check box if you want to include in the customer invoice all posting lines with a zero invoice amount which are applicable to the agreement invoice rule. This check box is selected by default when creating a new agreement invoice rule but can be changed. Clear this check box if you want to exclude zero amount posting lines associated with the invoice agreement rule from the customer invoice.
5. Next double-click the table to create a new record.

• If you had selected Sales Group in step 3 enter a value in the Sales Group field. Use the List of Values to select a suitable value.
• If you had selected Cost Type in step 3 select a value in the Cost Type field.

6. Enter the percentage of the sales group or cost type that should be discounted in the invoice.
7. Select the Invoice Zero Amounts check box if you want to include in the customer invoice all posting lines with a zero invoice amount which are applicable to the given sales group or cost type. This check box will be selected by default if the Invoice Zero Amounts check box is selected in the header of the tab and vice versa. You can change the value of this check box. Clear this check box if you want to exclude zero amount posting lines associated with the sales group or cost type from the customer invoice.
8. Repeat steps 5 and 7 as required.
9. Save the information (F12).