Understanding Agreements and Warranties
This topic lists common elements and discusses:
Agreements and warranties.
Default agreements.
|
Field or Control |
Definition |
|---|---|
| Scope |
Select the scope of the agreement. Values are: Site: Indicates that the agreement applies to sites that are specified on the Scope Details page. Contact: Indicates that the agreement applies to named callers that are specified on the Scope Details page. Note: Although agreements with a scope of Contact are not available for selection on service orders, you can select agreements of either Site or Contact as scope for cases. If you create a case and associate it to an agreement (regardless of the scope) and then create a service order from that case, you must first select an agreement for the new service order; so the agreement from the case is not defaulted to the service order. |
| Max. Contacts (maximum contacts) or Maximum Number of Contacts |
Enter the maximum number of named callers one can specify on the Scope Details page. This value is applicable to agreements with a scope of Contact. |
| Provider Group and Group Member |
Select the default provider group and group member to perform the service request that is covered by this agreement. You can change these values on the service order. |
| Renew Agreement |
Click to create a copy of the agreement that is about to expire. The CRM system sets the start date of the new agreement to the day after the end date of the old agreement and the new end date equal to the new start date plus the same number of days as the original agreement. You can establish new start and end dates for the renewed agreement and modify the information as necessary. |
| Payment Terms |
Select when payment is due. Payment terms in PeopleSoft CRM are synchronized with the payment terms from PeopleSoft Financials. |
| Purchase Option |
Select the method of purchasing the service or support offering for an agreement transaction. The prompt displays the purchase options (for agreement transactions) that are defined for the selected service, product or service-product combination in its pricing record on the Pricing Information page. The options for an agreement pricing record are: Flat: Indicates that the service or support offering is purchased for a flat fee. Prepaid: Indicates that a specified number of work units of the service or support offering is purchased in advance. Note: The T&M (time and material) purchase option only applies to agreement service or agreement case transactions, and on demand service or on demand case transactions; it is not applicable to agreement transactions. |