Ordering Service Programs with Products
To order service programs with products on sales orders:
Note: You can also order service from the Options window or the Shipments window. From the Shipments window you can navigate to the Services window either directly or via the Options window.
2. Query the order to which you want to apply a service program.
3. Select a line for service application.
Note: The item you choose must be defined as a serviceable product unless it is a model.
4. Select Service Lines from the Special menu to navigate to the Services window.
5. Select the service program to order for the serviceable product.
6. Optionally specify pricing attributes.
7. Optionally choose to coterminate the service. See: Cotermination.
8. Optionally enter an effective date range for the service.
9. Enter a numeric value for the Duration.
Period is the unit of measure for the service program. An example of a period would be a year. If you enter a start date, duration, and period, then the end date is automatically calculated.
Note: Period and Duration are required fields.
11. Optionally choose an Agreement, Commitment, and Payment Terms for the service program.
The Agreement field represents the business terms for the sales order. You can assign discounts to an agreement that are automatically assigned. The Commitment field is the contractual guarantee with a customer for future purchases; usually with deposits or prepayments.
12. Optionally enter a manual discount, depending on your value for the profile option OE: Discounting Privilege.
If you are applying a service program to a configuration, the Configuration Service Total field displays the sum of the extended selling prices of all services attached to the model at any level. This sum is the same for a particular model regardless of whether you are viewing a line-level, option-level, or shipment-level service.
The Line Service Total field displays the sum of the extended selling prices for all services at that level (shown in the Services window). This sum may vary depending on the level at which the service is attached.
