Enhancement – This solution was made to provide the Service Contract Price Matrix Functionality in the Service and Maintenance Package for Driessen Aircraft.
Pre Condition for Installation –
· Please make sure that the base VRC as B61C a dra0
· Please make sure that the solutions D17501-004 is already installed as it is a pre-requisite for this solution.
Post Condition for Installation –
· Convert to run time has to be done as several data model changes are done.
Brief Description of Solution:
- The Service contract price matrix functionality can be made active or deactivate using the parameter “Use Contract Price Matrix” in the session Contract Management Parameters (tsctm0100m000). The functionality is explained below with the assumption that this parameter is set to Yes.
- The related sessions for this new functionality are added in the menu Service -> Master Data Management -> Contract Price Matrix
- The service contracts can be activated without linking any configuration or coverage lines. In such case, no installments are generated. This is used for Fixed price per Repair contracts. If configuration and coverage lines are linked, then, the installments are generated and this is used for Time & Material and Hybrid contracts.
- The prices for the activities, materials, storage, activities that are executed always can be maintained in the session Contract Price Matrix (tsmdmc101m000). This session can be started from the menu or from the service contracts session (tsctm3100m000). These prices are used to create the coverage lines when work orders are executed.
- The contract price matrix can be defined for a combination for active service contract, enterprise unit (or group), item (or item group) and business partner. The business partner is derived from the service contract sold-to BP.
- Only one contract can exist at any given point of time for the combination of item (or item group to which the item belongs), enterprise unit (or group to which the enterprise unit belongs) and the business partner. The effective and expiry dates of the price matrix are same as that of service contract.
- The contract price matrix session has three form tabs: Parts, Activities, and others.
- In the Parts, the prices for the items can be maintained with different combinations. The price basis can be fixed price or mark up basis. If mark up basis, then, mark up percentage and the mark up basis (like lot price, MAUC price etc) can be maintained. For the lot items, lot status also can be used as the differentiator. The effective and expiry dates are defaulted from the header and can be changed. Only unique combination of item, prices etc are allowed for a given date. Empty item means all the other items not defined in the price matrix.
- In the Activities, the prices for the reference activities can be maintained. The price basis can be fixed price or Hourly labor type. The hourly labor type activities are used for the hours accounting purpose. Only unique combination of activity, price basis and dates is allowed. Empty activity means all other activities.
- In the others, the prices for storage or always can be maintained. The always lines are used to create the coverage lines always when the work order is released. The storage lines are used to define prices and the free days. The coverage lines are created for the work order interruptions (of type storage) and for after repair storage using the price defined for storage. Only one storage line is allowed per price matrix at a given point of time.
- In the Reasons session (tcmcs0105m000), it can be specified whether the reason is of type storage or not by means of a flag “Storage”
- When the MSO line is created, check is done to find the suitable contract for the combination of business partner, item (or the group), and the enterprise unit (or group). If no contract found, then, it is not possible to define the MSO line.
- When the status of MSO line is changes to In Process, then, a work order is created.
- On the work order, we can define the activities, material, hours accounting (after the work order is released), and other costs. The other cost lines are completely ignored in this functionality.
- When an activity or material line or hours accounting line is added, the work order BER level is calculated automatically based on the prices defined in the price matrix. The item BER limit from the price matrix is also displayed in the work orders session.
- A flag “Interrupt if BER level exceeds Item BER limit” is added on the work orders session. This is set to yes by default. If the flag is yes, it is not possible to release the work order if the BER level is greater than the item BER limit.
- In the released status, if this flag is yes and the BER level crosses the BER limit, then, the work order is interrupted. The interruption is filled with the “interruption reason if BER limit exceeds” value from the Work Order Control parameters (tswcs0100m000).
- When the work order is released, coverage lines of type “Other” are created in MSO for the Always lines in the Price Matrix. The item mentioned in the price matrix is used to fill the item in the coverage line.
- When the work order is released, it can be interrupted for various reasons. A log is created in the Interruption log when the work order is interrupted or uninterrupted. This session interruption log (tsmdmc116m000) can be run from the work orders session. The log can be edited manually and new records also can be created.
- When the work order is closed, for each of the work order activity, a coverage line of type “other” is created in MSO provided the activity (or empty activity) is found in the price matrix with the price basis ‘Fixed Price’. It is also possible to specify whether the activity is per order or per part in the price Matrix. If it is per order, the coverage line is created with quantity 1 and the price from the price matrix. If it is per part, then, the coverage line is created with the maintainable quantity of the work order and the price from the price matrix. The reference activity is also filled in the coverage line.
- When the work order is closed, for the material lines, the price is read based on the mark up basis if the item (or empty item) is present in the price matrix. If the item is not found in the price matrix or if the price is not found from the mark up basis, then, a check is done whether the installments are present. If yes, then, the price is zero and the coverage line is created with zero price. If no, then, the price is read either from the sales price books or service price books. If price is not found anywhere, then, an error message is given. If the price basis is fixed price, then, the price is directly read from the price matrix.
- When the work order is closed, for the hours accounting lines, the price is read from the price matrix based on the reference activity of the hours accounting line. Only the activities with the price basis as “Hourly Labor type” are considered for this purpose. If no suitable activity is found, then, no coverage lines are created.
- Storage lines can be processed using the session ‘Generate Storage Lines (tsmsc1220m00c)’. This session can be started either from the menu or from the MSO lines session (tsmsc1110m000). The work order interruption log is used to create the coverage lines of type “Other” in MSO provided the interruption reason is of type “Storage”. The free days mentioned in the price matrix are taken into consideration when the storage duration is calculated. The no of free days is deducted from the storage duration. When the coverage lines are created for storage, the fields storage from, and storage to are filled. The item is also filled with the cost or service item linked to the storage line from the price matrix.
- The after repair storage also can be invoiced. The coverage lines are created for the duration from the work order completion to the actual delivery of the item in the MSO line. These lines are also created by running the session Generate storage lines. This can session can be as and when required to create the coverage lines till that date.
- When the coverage lines are created for work order activities, storage and for always, the cost component is filled with the field ‘Cost component for coverage lines ‘from the MSC parameters (tsmsc0100m000). This is new field added.
- The lot statuses can be maintained in the session Lot Status (whltcc101m000). This session is added in the menu “Lot Control” in Inventory Reporting. The lot status can be lined to the lot controlled item in the session “Item-Lot” (whltc1100m000). When the lots are created by the system, the default lot status that is used is defined in the Lot Control parameters.
- An external function tsmdm.dllc004.print.business.partners(
I. login,
I. item,
o.sold.to ()) is created to capture the business partners for which the contracts are present for the item and the enterprise unit (read from the department to which the employee belongs) combination. A print session “Print Business Partners by User/Item” is created to test this from the ERP. This session is added in the menu “Contract Price Matrix”.