Road Map: Service Agreement Tracking Maintenance

Use the Service Agreement Tracking Maintenance (WTM) program to enter, change, and delete a service agreement. See Background for more information.

Before you run this program each time

You should run these programs in this sequence:

  1. Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

  1. (Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance (OE).

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

  1. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

    AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

  1. AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Warranty Tracking Options) to select these options: Service agreements active?, Component tracking active?, Track component detail?, Operation tracking active? Track operation detail?, Tracking customer address, Warranty assignment method, Track shipment detail?, Default warranty duration, Allow selection in order entry?, Maximum warranty duration, Create service agreement at invoicing?, and Extension to warranty repair in days.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Numbering System Setup (XOC) to set up warranty number assignment and set the Allow override? option.

  • (Optional) User Field Maintenance (XMO) to set up user fields for this program.

  • Enterprise Item Maintenance (IM) to select the Service Agreements active? field and optionally enter a Warranty duration, and Max Warranty duration for items that you cover by warranty.

  • Price-Contract Maintenance (PCM) to enter price, discount, and contract records.

  • Service Agreement Tracking Codes Maintenance (WTCM) to set up warranty event codes.

  • Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.

  • User Maintenance (UIM) to set up user records.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  • Service Agreement Tracking Inquiry (WTQ) to display a warranty.