Enter Maintenance Service Line

Explanation

This activity is used to define maintenance service lines for objects of type EQUIPMENT and CATEGORY.

Prerequisites

• Equipment objects should be defined in IFS/Equipment Administration.
• Geographical objects and category objects should be defined in IFS/Equipment Administration.
• Sales parts should be defined in IFS/Inventory.
• Customers should be defined in IFS/Enterprise.
• Maintenance organizations and work types should be defined in IFS/Basic Data for Maintenance.
• Standard jobs should be defined and set to Active in IFS/Preventive Maintenance.
• Service level agreements (SLAs) and agreement invoice rules should be defined in Service Contract Basic Data.
• If you are planning to use alternative customers they should be enter in Service Contract/Additional Customers.

System Effects

As a result of this activity a new maintenance service line will be created.

Window

Service Contract

Related Window Descriptions

Service Contract
Service Contract/Services

Procedure

1. Open the Service Contract window and query (F3) for the service contract for which you want to define service lines.
2. Click the Services tab and create a new record (F5).
3. Enter a brief description of the service line in the Description field.
4. Select the connection type of the object you wish to define the service line for in the Connection Type field.
5. Next enter the relevant object identity based on the connection type.
6. Enter values in the following fields based on the connection type and/or object identity:

• If Connection Type = CATEGORY, enter the quantity of objects covered by the service line in the Quantity field and the location of the objects in the Location ID field if applicable.
• If Connection Type = EQUIPMENT  enter the location of the object in the Location ID field if applicable.

7. Next enter the maintenance organization and work type which will serve as default values for work orders based on this service line. You may enter % in the Work Type field if the work type is to be decided later. Optionally you can connect a standard job (one that is connected to the work type) if you want information such as Execution Time, Costs and Revenues to serve as default values as well.
8. Select the Use on Fault Report check box to indicate that this service line should be displayed in the List of Values when connecting to a work order. Clear the check box if the service line should be invoiced or used in PM actions.
9. Enter the time period for which this service line is valid in the Date From and Expiry Date fields.
10. If the Service Contract/SLA tab contains an SLA identity, it will be retrieved to this tab as well.
11. Enter values in the following fields to determine how the customer should be invoiced: Invoice Rule ID, Invoice Type and Cap Price.
12. If you selected Fixed Price as the invoice type in the previous step, enter values in the Sales Part No field and Price field located under the Fixed Price Execution area. The values will be applied to the work order.
13. If the service contract is to be invoiced as a whole (i.e., according to an invoice plan), enter the sales part number to be invoiced in the Sales Part No field found under the Periodic Prices area. Additionally enter an alternative customer if the service contract is to be paid for by a different customer.
14. Save the information (F12).