Connect Sales Part to Maintenance Organization

Explanation

Use this activity to connect a sales part to a maintenance organization. A sales part can represent a rate for a certain job, e.g. emergency service, or time, e.g., overtime. A maintenance organization can have more than one sales part connected to it and one sales part must be defined as default. The default sales part will appear automatically when selecting a maintenance organization on a work task line, preparing a PM action or creating a work task template. The default sales part will also appear when reporting in time on a work order without specifying resource group on the time report line. 

The connection of a sales part to the maintenance organization has the same purpose as the connection of a sales part to a resource group. However, the sales part (and hourly rate) for maintenance organization will only be used if a resource group is not defined on a work task line or time report line. This allows for simpler preparation and reporting of work orders, not forcing the you to select a resource group to plan the revenue and prepare a work order for invoicing.

Prerequisites

Before a sales part can be connected to a maintenance organization, the following must have been completed:

• Maintenance organization must exist in IFS/Basic Data for Maintenance.
• Sales parts must exist in IFS/Customer Orders. 

System Effects

As a result of this activity, the sales part will be connected to a maintenance organization.

Window

Organization Basic Data

Related Window Descriptions

Organization Basic Data 
Organization Basic Data/Organizations to Sales Part

Procedure

1. Open the Organization Basic Data window and click the Organizations to Sales Part tab. Create a new record (F5). The user's default site is displayed in the Site field. Use the List of Values to select a suitable value, if necessary. The List of Values will display the sites that the user is connected to.
2. Enter the maintenance organization in the Maintenance Organization field. Use the List of Values to select a suitable value
3. Enter the sales part you wish to connect to the maintenance organization in the Sales Part field. Use the List of Values to select a suitable value. The Sales Part Description field displays a description.
4. In the Sales Part Default field, select Yes if you want the sales part to be the default sales part for the maintenance organization.
5. Save the information (F12).