The numbering of the maintenance framework service agreements is set by the user using the number series in the Service Contract with Service SetupSettings.
A "Maintenance Service Agreement" – i.e. a service contract – must be established with each approved supplier.
Before creating a maintenance agreement, it is recommended to enter the provided service types provided on the vendor card first. The framework service contract then inherits the entered data from the vendorsupplier.
The structure of the vendor supplier is described in detail in the Address book .
The termination of the validity of the Maintenance framework service agreement is only necessary if the cooperation with the given vendor supplier is completely terminated and all services provided, cooperation with the Vendor Business Placesupplier's points of sale, etc., cease to be valid.
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General – basic data related to the Framework Maintenance Agreement
Invoicing– data relating to the invoicing of additional bonuses
Services – the service services provided by the supplier
GENERAL Tab
NumberNo. (No.)
The Maintenance Agreement No. is generated automatically from the number series
TitleName
Maintenance Agreement Name
Vendor No.
The user selects from a list of all vendors suppliers entered in the system
Vendor Name
Vendor Name is automatically completed according to Vendor No.
Vendor Business Place No.
The user chooses the Vendor Business Placevendor's business location
Vendor Business Place Name
The name is automatically completed according to the number of the Vendor Business Place
supplier's business location
ContactPerson No.
User selects a contact person for a given vendor from the contact list of the Person type
Contact Person ContactPerson Name
The Contact Person Name is automatically completed according to the Contact Person No.
Customer No.
The user selects a customer if the terms of the Maintenance framework agreement belong only to a specific customer
If the conditions apply to all customers, the field remains blank
Customer Name
The Contact Person Name is automatically completed according to the Contact Person No.
Maintenance Package
Informative field whether the vendor provides a maintenance service package
It does not contain any related functionality
Status
The status of the Maintenance framework agreement can be changed manually by the user.
Preparation - at the time of preparation of a new Maintenance framework agreement, the user sets Preparation. The Maintenance Service Framework Agreement is not yet in effect.
Signed – The maintenance contract framework agreement is effective. Only signed contracts can be selected in the header of the Maintenance service permission.
Closed – The maintenance framework agreement is no longer effective.
Signing Date
Maintenance Agreement Signing Date
Valid From
Valid from the Maintenance Master Service Agreement
Valid To
Valid from the Maintenance Master Service Agreement
Currency Code(Currency)
The code of the currency in which the contract is concluded (additional bonuses will be invoiced in this currency)
INVOICING Tab
Vendor as As Customer
It will be tightened automatically if a corresponding customer is created for the vendorsupplier
If the field is not completed automatically, a customer has not been created for the vendor
Vendor as As Customer Name
The Vendor Name as Customer is automatically completed according to the Vendor as Customer field
Gen. Bus. Posting Group (Gen. Bus. Posting Group)
If the value of the Additional Bonus Invoicing field=Sales Invoice then the value of the General Commercial Posting Group field is drawn from the Customer
If the value of the Additional Bonus Invoicing=Purchase Credit Memo field is then the value of the General Commercial Posting Group field is drawn from the Vendor
VAT Bus. Posting GrouGroup)
If the value of the field Additional Bonus Invoicing field=Sales Invoice is then the value of the General Commercial Posting Group field is drawn from the Customer
If the value of the field Additional Bonus Invoicing=Purchase Credit Memo field is then the value of the General Commercial Posting Group field is drawn from the Vendor
Vendor Posting Group
If the value of the field Additional Bonus Invoicing field=Sales Invoice is then the value of the General Commercial Posting Group field is drawn from the Customer
If the value of the field Additional Bonus Invoicing=Purchase Credit Memo field is then the value of the General Commercial Posting Group field is drawn from the Vendor
Standard Sales/Purchase Code
If the value of the field Additional Bonus Invoicing=Sales Invoice field is, then the User selects Standard Sales Code
If the value of the field Additional Bonus Invoicing=Purchase Credit Memo is then the User selects Standard Purchase Code
Invoicing of additional bonuses (Additional Bonuses Invoicing)
The user selects whether a Sales Invoice or a Purchase Credit Memo for Additional Bonuses is agreed with the vendor
Due dateDate
Invoice/Credit Memo Due Date
Bonus Period
The period in which additional bonuses are invoiced. You can select from Quarter / Half Year / Year.
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Service Kind
Types of services provided by the supplier
Service Type Code
Type of service of a given type
Service type codeBrand Filter (Service Type Code)
The user can select one or more car make brands from the make list
If the make brand filter is filled in, the service provided is intended only for vehicles of these makesbrands
Description
User note text box
Valid From
Date of commencement of the provision of the given service
Valid To
End date of the service
Business Location No.
A user selects a business location if the service is provided only by that vendor's business location
Maintenance Agreement No.
The system fills in automatically if the user enters the services provided for the framework maintenance agreement
If the services provided are listed on the vendor card, they are inherited from the vendor after the maintenance framework service agreement is created. The user can delete the service or add another service to the maintenance framework service agreement.
If the services provided services are specified in the maintenance framework service contract and have not been entered in the vendorsupplier, the system will copy them to the vendorsupplier's card. (This is the same table where the maintenance framework agreement number can be empty, but after filling in the maintenance framework agreement number on the allowance, the system would report an error if the service is not specified in the maintenance framework agreement).
In addition to the general maintenance service agreement, the user defines vendor discounts and bonuses. New conditions (discounts and bonuses) can be introduced, the validity of the original ones can be terminated and new discounts and bonuses can be entered.
Discounts and Bonuses of the Maintenance Agreement
In the Maintenance Framework Agreement, you define the Bonuses and Discounts provided by the VendorSupplier. To access bonuses and discounts, follow these steps.
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To enter discounts and bonuses, Valid from is important. When entering, the system checks whether Valid From is filled in. This check system after entering "Height (%)“.
Discounts
The user enters discounts for the given maintenance agreement.
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Service Kind
The user selects the type of service to which the discount applies
Discount / Bonus Type
The user selects the Discount Type/Bonus - Purchase Discount for Labour or Purchase Discount for Parts Materials to which the discount applies
Height % (Value %)
The user enters the discount amount in percentage
Valid From
User enters the start of the discount
Valid To
The user can also enter the expiration of the discount
Vehicle / Tire (Vehicle / Tire)
It tightens the system automatically based on the "type of service". In the case of a "tire service", the tire is tightened. In other cases Vehicle
For a "Specified Discount" to apply to specific makesbrands, model lines, models, business locations, or customers, in addition to the basic fields, specific restrictions must be specified for:
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The user can also specify a discount for:
Vendor business Location Business Place No.
The user can select a business location. Once the business location is filled in, the discount will be valid only for that business location.
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Service Kind
Tire Service
Tire Filter
The user can select one or more tire make brands from the Tire Makes dial.
Tire seasonSeason
The user selects the period for which the discount applies
If the user needs to enter a discount for a specific material or a specific work (e.g. a discount on a specific oil, or a discount on a car wash), he enters this item via the "Vendor Price for" field. The user selects Vendor Price and Rate Types from the code list. On the discount line, he then selects a specific item in the field:
Vendor Price (Vendor Price)
Bonuses
The bonus for services provided by the vendor can be set up for the framework maintenance agreement in the same table as the discounts. The difference is in the Discount/Bonus Type column.
To enter a bonus from a vendorsupplier, the user fills in
Service Kind(Service Kind)
The User selects the type of service to which the bonus relates
Discount / Bonus Type
The user selects the Type of discount/bonus (Bonus labour for work or Bonus partsfor materials, Bonus labour for work and partsmaterials), to which type of bonus it relates
Height % (Value %)
The user enters the bonus amount as a percentage
Valid From
User enters the start of bonus validity
Valid To
The user can also enter the end of the bonus validity
The leasing company receives a turnover bonus from the vendor supplier when a certain amount of turnover is reached.
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To enter the conditions of the bonus from a given vedorsupplier, the user can enter including restrictions on makesbrands, model lines, models, customers as well as in the case of discounts.
Vendor Rates and Prices
For the purposes of recording hourly rates, there is a code list Vendor Supplier Rates and Prices.
On the overview or tab of the maintenance framework service agreement, you can open the vendor's rate and price figures for the framework service agreement.
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If the user clicks on the New icon, the system creates a new row and automatically fills in the keys according to the maintenance framework service agreement:
Maintenance Agreement No.Number (
No. ) – the number of the item
Vendor No.(Vendor No.)
Vendor Name (Vendor Name)
The user can fill in filters, this is the restriction for which the rate is entered:
Contact Business Location No.
In the case where the rate applies to a specific business locatoinlocation
Customer Filter
The user can select a customer. It is also possible to select multiple customers separated by "|". The rate will then only be valid for these customers.
Make Filter
The user can select a specific tag. Multiple makes tags can also be selected, separated by a "|".
Model Line Filter
The user can select a specific model series. It is also possible to select multiple model line series separated by "|".
Model Filter
The user can select a specific model. Multiple models can also be selected, separated by a "|".
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Vendor Price
Selects from the Vendor Price and Rate Types code list
Description
Completes the system automatically from the Vendor Price and Rate Types code list
Amount Excl. VAT (Amount Excl.VAT)
The user enters the rate amount excl. VAT
Valid From
The user enters the start of the rate validity
Valid To
The user can also enter the expiration of the rate
Unit of Measure Code
The user can select from a code list of units of measuremeasurement
In the OC, this is the registration field
Quantity
The user can enter the quantity
In the OC, this is the registration field
Do Not Allow Quantity
The check mark is entered by the user in the case of, for example, washing must not be in the service permission more than 1x
In OC, this is an organizer field