Overview of contract rates for Service management

Save

Click this to save the contract rates.

Refresh

Click this to update the results according to the defined criteria.

Close

Click this to exit.

Selection section

Start date

Type or select a start date to view the contract rates for the contract. By default, the current date will be displayed. You can leave this field blank if you want all the contract rates with any start date to be displayed.

End date

Type or select an end date to view the contract rates for the contract. You can leave this blank if you want all the contract rates with any end date to be displayed.

Invoice

Select one of the following:

• All — Select this option to view all the contract rates. By default, this is selected.
• Yes — Select this option to view contract rates that have been invoiced.
• No — Select this option to view contract rates that have not been invoiced.

Item

Type or select an item or a range of items to view the contract rates for the item(s). If the “from” value is larger than the “to” value, the system will swap the two values.

Note: If the Item and Serial number fields are not defined, all the linked agreements and items will be displayed under the Agreement links subsection.

Serial number

Type or select a serial number or range of serial numbers to view the contract rates for the serial number(s). If the “from” value is larger than the “to” value, the system will swap the two values.

Note: If the Item and Serial number fields are not defined, all the linked agreements and items will be displayed under the Agreement links subsection.

Agreement type

Select an agreement type to view the contract rates for the agreement type. By default, All is selected.

Agreement set

Select an agreement set to view the contract rates for the agreement set. By default, All is selected.

Totals – Periodical invoices section

This section displays the frequencies of the invoices for the contract, including the start dates, end dates, and invoice totals.

Details section

Agreements subsection

This section displays the invoice rates for the agreement types. The frequencies, start dates, end dates, and discounts of the invoices are also displayed. If you want invoices to be generated for the agreement types, select the check box(es) under the Invoice column.

Agreement links subsection

This section displays the invoice rates for the configuration items. The frequencies, start dates, end dates, and discounts of the invoices are also displayed. If you want invoices to be generated for the configuration items, select the check box(es) under the Invoice column. However, if you select the Invoice check box(es), the Invoice rate column under the Agreements subsection will be enabled. The number of invoices displayed at the Agreement links subsection header will be changed once you clear the Invoice check box(es) and click Save.

Note:

• If you go to the other pages under this subsection, the changes made in the previous page(s) will remain.
• The Start date and End date are based on the start date and end date of the service agreement and configuration item (including part and children). Since the End date of the configuration part and children is not mandatory, and if the end date is not defined, the end date on the Service: Contract rates overview page will display the end date of the service agreement and configuration item (including part and children).