Maintenance.

There are two ways to create a service:

• If the user has used the "Create default services" function and the service has been marked as Default on the Financing Product / Financing Template, then after opening the Contract Services tab, the user will find an already created line for the service service. With the help of this function, a service detail was created, into which the prices from the price list from the matching line were added. When searching for Service Code, it is filtered to Reference Date. If the user does not need to adjust the price of the service, then this service is created completely with the price being written into the Contract Service and the user does not even have to open the detail.

• If the user has not used the "Create default services" function, or the service has not been marked as Default on the Financing Product / Financing Template, then the user has the option to add this service only if it has been defined on the Financing Product / Financing Template. Adding a service is done using the "Add Service" button. Subsequently, the user must press the detail button to create service lines with prices.

If the user creates a service (via the "Create default services" or "Add service" buttons), then the system automatically searches for the Service Code from the Maintenance Pricelist code list. This code list filters to Maintenance Rate Calculation Type (from Service Contract Settings), Category, Commodity, Group, Subgroup, Kind, Brand, Model Line, Model, Engine Power (kW), Fuel Type, Transmission, Drive, Financing Period, Contractual Mileage and Validity.

To display the details of the Service or to fill in the data, the User stands on a line in the Contract Service overview, where Service Type is equal to Service. As soon as the user selects this line, then presses the "Detail" button.

Subsequently, the user will see the Service Detail Card (the detail must be created when opening it for the first time), which contains one "General" tab. If the flag is set on the service Reinvoice=N (from the product/template) the system calculates and displays the values that are based on the searched Service Code.

Field:

• Service No.

  • Non-editable field

  • The value of the field is automatically taken when creating a service detail from the contract service card

• Service Code

  • Non-editable field

  • The value of the field is automatically found when creating a service detail from the service price list, based on the technical data of the subject, or the Maintenance Calculation Type (set in the Service Contract Settings)

  • After clicking, the service price list will open with a filter for the given service code.

• Maintenance Rate Calculation Type

  • Non-editable field

  • The system will fill in the value automatically from the field of the same name in the Contract with Service Settings

  • Based on the value of this field, the value of the Total Servicing Amount Excl. VAT (LCY) field is calculated, as shown in its description

• Mainten.Rate Excl. VAT (LCY)

  • Non-editable field

  • The system will retrieve the value from the service price list according to the Service Code field

• Contractual Mileage

  • Non-editable field

  • The system fills in the value automatically from the field of the same name from the Calculation Parameters tab on the offer card

• Mainten.Amount Total Excl. VAT (LCY)

  • Non-editable field

  • The value of the field is automatically calculated by the system based on the value in the Maintenance Rate Calculation Type field as follows:

    • If Maintenance Rate Calculation Type = Interval

      • The value is taken from the Maintenance Rate Excl. VAT (LCY) field

    • If Maintenance Rate Calculation Type = Per Operating Unit

      • The value is calculated as Maintenance Rate Excl. VAT (LCY) x Contractual Mileage

• Correction (+-%))

  • Editable field

  • For a description, see a separate chapter.

• Mainten.Contract Amount Excl.VAT (LCY))

  • Editable

  • The system calculates the value of the field automatically every time the Correction (+-%) is changed according to the formula:

    • Contract Price Excl. VAT (LCY) = Total Maintenance Amount Excl. VAT (LCY) x (1 + Correction (+-%)/100)

    • Mainten.Contract Amount Excl.VAT (LCY)=Mainten.Amount Total (LCY) * (1+Correction (+-%)/100)

  • When editing Contract Price Excl. VAT (LCY), the value of the Correction (+-%) field is recalculated retrospectively according to the formula:

    • Correction (+-%)=((Contract Price Excl. VAT (LCY) / Total Service Amount Excl. VAT (LCY) - 1) x 100.

    • Correction (+-%)=((Mainten.Contract Amount Excl.VAT (LCY))/ Mainten.Amount Total (LCY)-1) x 100

    • The correction is recalculated only if the Maintenance Amount Total Excl. VAT (LCY) is different from zero

  • When editing the Contract Amount of Maintenance Excl. VAT, the Contract Value of Maintenance Excl. VAT (LCY) is automatically recalculated:

    • Mainten.Contract Amount Excl.VAT (LCY)= Maintenance Contract Amount Excl.VAT*Contract Exchange Rate from the contract header

• Maintenance Contract Amount Excl. VAT

  • Editable

  • The system calculates the value of the field automatically even with each change in the Contract Price Excl. VAT (LCY) field according to the formula:

    • Contract Price Excl. VAT = Contract Price Excl. VAT (LCY)/Contract Exchange Rate

  • When editing this field, the Contract Price Excl. VAT (LCY) is recalculated retrospectively

• Currency Code

  • Non-editable field

  • The value of the field is automatically extracted from the field of the same name from the General tab on the menu tab

• Invoiced Excl. VAT

  • Non-editable field

  • The system will automatically fill in the amount that has already been invoiced to the current system date

  • It is used for recalculation (change of time and/or mileage) – see Contract Changes

• Service Margin

  • Non-editable field

  • Calculated by the system automatically, then filled into the Contract Services header table (Margin Total field)

  • If Maintenance Rate Calculation Type = Interval:

    • Maint.Contr.Amount Excl.VAT (65) – Mainten.Cost Excl.VAT (LCY)/Exchange Rate currencies

  • If Maintenance Rate Calculation Type = At Operational Unit:

    • Maintenance Contract Amount Excl.VAT – Maintenance Cost Excl.VAT (LCY) * Contractual Distance / Exchange Rate (note: for local currency exchange rate = 1)

Note: Purchase Price Total is not on the Maintenance detail. The Contract Services header table is filled in from detail as the difference Purchase Price Total=Maintenance Contract Amount Exl.VAT-Margin

If it's on the service Reinvoice=A (from a product/template) the system proceeds as follows:

• Traces the Service Code to the Contract Services

• When creating a service detail, the system does not take over the values according to the Service Code

  • Service Rate Excl. VAT (LCY) (40) and

  • Service Cost Excl. VAT (LCY) (115).

The result is a service (detail) with a zero value.

The costs of the service can then be reinvoiced to the customer in full via the service permission.