Previous	Next		Contents	Index	Navigation	Glossary	Library

A company, for example, may have dozens of photocopy machines at multiple locations across the company. As new machines are added, each receives a new service program that is renewed as it expires. As the company grows, dealing with the numerous renewal dates becomes a burden. Since these machines are not a part of a system, the company chooses to coterminate the photocopy service program at the customer level. Each service program coterminates on the same day and month allowing for easy service program renewal on all photocopy machines.

You can add the renew service order to an existing open service-only sales order, or create a new sales order and fill in the appropriate sales order information including order type, price list, PO Number, and pricing attributes. Use the predefined order type value determined by the profile option Service:Default Order Type for Service Renewals while creating a sales order in the Renew Service window. An order type is defined as a classification of an order. In Order Entry/Shipping, order type controls order cycle, order numbering source, the point in the cycle to credit check, transaction type, standard value rule set and the navigation preference set of an order.

When you renew a service program, Oracle Service uses the Order Import program in Oracle Order Entry to create the sales order. After you book the sales order, the Installed Base Interface copies information about the renewal of the service program to the installed base.

See Also

Cotermination

Ordering Service Programs after the Product Sale

   To renew service programs:

1. Navigate to the Renew Service Programs window.

2. Choose a customer Name.

3. Optionally choose an agreement.

An agreement is an arrangement with a customer that sets the business terms for sales orders in advance. See Agreements.

4. Optionally check Coterminate to end all services for this customer at the same specified date. See Cotermination.

5. To add the service as a new order, choose New Order, then select an Order Type, Price List, and optionally PO Num.

6. To add the service to an existing sales order, choose Add to Order, then select an order number that is an existing open service-only sales order.

The Order Type, Order Date, and PO Num are defaulted from the entered order.

Note: Service-only orders are sales orders that have been created by Oracle Service and imported into the Order Entry system using Order Import.

7. Choose a Renewal Option.

If you choose Until, the associated date must be greater than the end date of the current service. Choose a period, such as Month. If you choose Duration, enter a numeric time frame value such as 1 for 1 month.

8. Choose a reason code.

Note: A reason code explains the purpose of the service renewal. Examples of a reason code are yearly renewal, early renewal, or expired service.

9. Choose the Customer Products button.

The Find Customer Products window appears.

10. Optionally enter Order Number, Order Date, Product, Serial, Reference, Original Ref, Revision, System, or Agreement to further define the search.

11. Choose Find.

The Customer Products window appears.

12. Choose the service for renewal. The new end date is automatically calculated based on the renewal option.

The start date, end date, service, New End Date, Duration Period, Coterminate flag, and Agreement are defaulted from the Renew Service Programs window. These values can be changed optionally. You can enter pricing attributes as another option. Changing any field value recalculates the selling price and extended price.

13. Select the new end date for the renewal service.

Note: The New End Date must be greater than the Current End date.

14. Choose Submit to save your work.

Note: Choosing Submit creates a sales order immediately after confirming your choice.