Service Agreement & Service Fee Management

1. Service Agreement Activation

Activation Path: Service Connector → System Settings → Service Agreement Plugin

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2. Admin Console Configuration for Service Agreements

2.1 Service Agreement Auto-Generation Rules

The system provides two methods to generate service agreements:
1. Create new object data directly
2. Integrate with sales processes to auto-generate agreements from orders

To use method 2, configure the auto-generation rules first.

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2.1.1 Configure Service Products

When signing a service agreement, specify both the equipment covered and the details of services to be provided (e.g., labor, consumables, spare parts). These are collectively defined as Service Products.

Service Products are categorized as:
- Recurring Services: Maintenance with fixed intervals (e.g., biannual checkups)
- Non-Recurring Services: Spare parts usage, which depends on actual repair needs

Each type corresponds to different agreement line items and must be configured here.

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2.1.2 Set Auto-Generation Rules

Configure rules to auto-generate service agreements and line items from qualifying orders.

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2.2 Service Plan Rule Matching

After activation, service agreements are used in two scenarios:
1. Reactive Maintenance: No scheduled Work Orders; agreements are matched when customers report issues.
2. Proactive Maintenance: Work Orders are auto-generated based on time rules via the Service Plan feature.

2.2.1 Configure Service Plan Rules

For details on standalone Service Plan usage, refer to:
https://help.fxiaoke.com/1a54/4107/2f99/41e6/13e2

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2.2.2 Set Service Plan Matching Rules

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2.3 Add Service Product Consumption Step to Work Order Process

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3. Service Agreement Implementation

3.1 Create a Service Agreement

Path: Service Connector → Service Agreement Management → Service Agreements

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• Agreement Scope: Define whether it covers a single device or multiple devices under an Account.
• Start/End Date: Service product consumption is only valid within this period. Expired agreements are auto-marked as inactive.
• Agreement Type:
  • Full Coverage: All services are free; no need to specify non-recurring products.
  • Partial Coverage: Only selected services are free; non-recurring products must be listed.

Note: If auto-generation rules are configured, agreements will be created from orders.

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Click Confirm Activation to change the agreement status to “Active.”

3.2 Track Service Product Consumption in Work Orders

Work Order Service Products record consumed services (e.g., labor, spare parts). Add them via:
1. Auto-generation from agreements (if enabled).
2. Manual entry.
3. Auto-creation from spare parts usage during repairs.

During confirmation, the system checks for valid agreements, determines Warranty/Non-Warranty status, applies pricing, and deducts from agreement line items.

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4. Billing Management

Enable the Service Connector Billing Plugin to generate orders from Work Order Service Products.

4.1 Billing Configuration

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Set conditions for Work Orders and Service Products. At the Billing Confirmation step (must follow Service Consumption Confirmation), orders are generated. If enabled, QR codes allow on-site payments.

Note: The billing step must come after service consumption confirmation.

4.2 Generate Orders & Collect Payments

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