Connect Customer to PM Action
Explanation
Use this activity to connect customer, agreement and sales price to a
separate PM action.
Prerequisites
Before the customer information is connected to the separate PM action, the
following must have been completed:
- The customer information must exist in
Customer.
- The service contract information must exist in
Service Contract.
- The sales part information must exist in IFS/Inventory or IFS/Purchasing.
- The current PM action must be retrieved in the window.
System Effects
As a result of this activity, the customer, service contract, sales part, price, and
currency is linked to the PM action. When a work order is created for the PM
action, the information is included in the work order.
Window
Separate PM Action
Related Window Descriptions
Separate PM Action/Customer Information
Procedure
- Select the
Customer Information tab.
- In the Customer No. field, use List of Values to select a suitable
value.
- In the Contract ID and Line No fields, enter the applicable
service contact and service line. Use List of Values to select a suitable
value.
- Save the information.