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

1. Select the Customer Information tab.
2. In the Customer No. field, use List of Values to select a suitable value.
3. 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. 
4. Save the information.