Maintenance service cases and contract management

In this section, you will find basic information on maintenance service processes that can be planned, and on periodic maintenance or maintenance contracts in intervals.

Order generation also supports the (e.g. monthly, quarterly) billing of items without an interval, such as licenses or services.

In the service module, not only event-oriented, but also regularly recurring service processes are supported.

In the course of maintenance management, regularly recurring upkeeping tasks (maintenance, inspection, recondition­ing) can be planned, monitored and optimized. Unlike non-recurring measures, they are marked by the fact that mostly a one-time, detailed maintenance planning takes place, which is the basis for all further measures. Maintenance is mostly stipulated by maintenance contracts or customer service agreements (e.g. four times per year) and refers to complete systems. Important terms of such a contract are the time frame in which the maintenance is to be executed and the required resources for maintenance such as wearing parts or consumables. In addition, the system has to ensure that maintenance orders are created on sched­ule.

• Representation of any contracts (basic agreements, support, maintenance contracts)
• Structured contracts, versioning, generating and storing contract documents
• Integrated management of contract text modules
• Additional texts for maintaining contract clauses
• Creating contracts from templates
• Jobs for generating reminders when contracts and guarantees expire

• Contracts with an extended scope of supply for defining periodical services (maintenances, inspections, …) = maintenance schedule
• Interval definition for periodical services
• Interval definition with exact dates
• Maintenance calculation
• Maintenance scheduling
• Assistant for generating maintenance schedules with periodical services and service object assignment
• Generating contract documents with maintenance schedule positions and contract text modules
• Job for generating account orders (by payment interval) and service appointments (by planning horizon) from the maintenance schedule
• Target/actual comparisons of planned and completed services directly at a contract

In the calculation view of the contract, the start date of items for changes to current contracts without contract versioning is visible. See Order generation from sales contracts.