Additional Events

An overview of the Additional Events page in Service Agreement Quoting.

Quick Reference

• The Additional Events page allows you to manage the Additional Events available in Service Agreement Quoting (SAQ). To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Additional Events” from the left navigation menu.
• Click the “Add Additional Event” button in the top-right corner of the Additional Events screen to create a new Additional Event. 
• Click the Edit button to the right of an existing Additional Event to edit it. Click the Delete button to delete it.

• Check the “Enabled” checkbox to the left of an Additional Event to enable it. Uncheck this box to disable it.

Introduction

The Additional Events page allows you to manage the Additional Events available in Service Agreement Quoting (SAQ). Additional Events, unlike Events based on Standard Jobs, are not tied to specific equipment models or serial number ranges. Additionally, they are defined locally in Service Agreement Quoting, meaning they do not map standard jobs from the ERP system.

To access the Additional Events page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Additional Events” from the left navigation menu.

Additional Events

1. Additional Events Table
   This table contains a list of the Additional Events in the system. Click on a column header to sort the table by that column. Click and drag the column headers to change the order of columns. Click and drag the vertical bars between the columns to resize the columns.
2. Save Button
   Click to save your changes.
3. Add Additional Event Button
   Click to create a new Additional Event. See “Add / Edit Additional Event” for more information.
4. Enabled Checkbox
   Check this checkbox to enable an Additional Event. Uncheck this checkbox to disable it. Enabled Additional Events can be added to Quotes for any equipment model / serial number.
5. Edit Button
   Click to edit an Additional Event. See “Add / Edit Additional Event” for more information.
6. Delete Button
   Click to delete an Additional Event.

Additional Events Table - Columns

The Additional Events table comprises the following columns:

• Enabled: Contains the Enabled checkbox.
• Event Name: The Event’s name.
• Category: The Event’s category. Categories are managed via the Categories page.
• Sort Order: The Event's sort order. By default, Events are displayed in ascending sort order.
• Actions: Contains the Edit and Delete buttons.

Add / Edit Additional Event

Click the “Add Additional Event” button in the top-right corner of the Additional Events screen to create a new Additional Event. Click the Edit button to the right of an existing Additional Event to edit it.

Required fields are marked with a red asterisk .

1. Event Name
   The Event’s name.
2. Category
   The Event’s category. Categories are managed via the Categories page.
3. Enabled Checkbox
   Check this box to enable the Event. Uncheck this box to disable it.
4. Job Code
   The 3-digit SMCS code indicating the type of work the Event represents (assemble, repair, align, adjust, etc.)
5. Component Code
   The 4-digit SMCS code indicating the component to which the Event applies.
6. Modifier
   The Event’s modifier SMCS code. Modifier codes allow you to further define the part of the equipment on which the service is being performed.
7. Qty Code
   The Event’s quantity SMCS code.
8. Job Location
   The Event’s job location SMCS code.
9. Work App
   The Event’s work app SMCS code.
10. Job Condition
    The Event’s job condition SMCS code.
11. Cab Type
    The Event’s cab type SMCS code.
12. Business Group
    The Event’s business group SMCS code.
13. Shop/Field
    Select whether the Event is a Field (F) job or a Shop (S) job.
14. Start Frequency
    The Event’s Start Frequency, measured either in time (hours, days, weeks, months, or years) or usage (kilometers or miles) according to the Event’s Frequency Type. An Event’s Frequency is used to calculate Contract periods.
15. Frequency
    The Event’s Next Frequency, measured either in time (hours, days, weeks, months, or years) or usage (kilometers or miles) according to the Event’s Frequency Type. An Event’s Next Frequency is used alongside its Start Frequency and the number of Occurrences to calculate Contract periods.
16. Frequency Type
    The Event’s Frequency Type, or the units in which the Event’s Start Frequency and Next Frequency are measured. Frequency can be measured either in time (hours, days, weeks, months, or years) or in equipment usage (kilometers or miles).
17. Default Price
    The default price of the Event when added to a Quote.
18. Manual Price
    Check this checkbox to allow the Event’s price to be set manually at the time it is added to a Quote.
19. Sort Order
    The position in which this Additional Event will appear in the list of Additional Events. Additional Events are displayed in ascending sort order.
20. Restrict by Contract Type
    Select the Contract type(s) to which this Additional Event may apply. Click on the field to display a list of Contract types, then click on a Contract type to select it. Click the ‘X’ icon next to a Contract type to remove it. If no Contract types are selected, the Event will be applicable to Contracts of all types.
21. Add Store Price Button
    Click to add store-specific pricing to the Event. Clicking this button multiple times will allow you to add multiple Store/Price pairs to the Event.
22. Store
    Select a store to receive store-specific pricing for the Event.
23. Price
    Set a price for the Event at the selected store. 
24. Remove Store Price Button
    Click the bin icon next to a Store/Price pair to remove it.
25. Save Button
    Click to save your changes.
26. Cancel Button
    Click to close the Add / Edit Additional Event window without saving your changes.