Add a back-to-back contract
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Enrich EMMS Online Help

Add a back-to-back contract  

  1. At the EMMS main menu, select Vendor | Vendors.
    • The Work With Vendors display screen appears.
  2. Click Back-to-Back .
    • The Service Provider Contracts - Back-to-Back display screen appears.
  3. Click Add .
    • The Add Service Provider Contract - Back-to-Back enter screen appears.
  4. Fill in the fieldsfields as required.

    Service Provider is the service provider that the contract is with. This can be any valid service provider defined for Roadcall. You can click on the Prompt button to select the service provider from a list. If you prompt for a service provider and it does not exist, you have the option of selecting from all available vendors . If a vendor is chosen, it will automatically be set up as a service provider to save you that step, as long as the business parameter Default Service Provider Type is defined.

    Effective Date is the date the contract will go into effect. A value is required.

    End Date is the date the contract will end. It is optional.

    Reference is text identifying any reference materials for the contract. It is optional. It could be used, for example, to store any service provider-supplied contract number.

    Default Value For Limitations - the term "limitations" refers to the work that is included in the B2B contract. For example, the contract may be limited to a PMA and PMB. A default value of "include" or "exclude" is required so that Enrich will know what to do when a work order line is encountered that isn't specifically included or excluded by the contract limitations.

    For example, if the limitations were set up to include a PMB and to exclude reason 41 for abuse, Enrich wouldn't know what to do for a work order line that was for VMRS 017 001 001, reason code 01. Neither the inclusion nor the exclusion tells Enrich what to do in this case; as a result, it will use this default value for limitations to decide if the work order line should be included or excluded.

  5. Click Enter .
    • The Confirm prompt appears.
  6. Click Confirm.
    • The Service Provider Contract - Back-to-Back add screen appears.
  7. Fill in the fieldsfields as required.

    # of PMs Included is the number of times the PM is to be included/excluded. This can only be entered when a specific PM has been entered.

    All PMs flags whether or not all PMs are to be included/excluded. When this is set to Y, a specific program cannot be entered, nor can a number of PMs be supplied. The VMRS, task, and reason can be entered simultaneously, but it would be rare when that combination would make sense. You can right-click in the field and select Prompt to select the flag from a list.

    Include/Exclude flags whether this line should be included or excluded. You can right-click in the field and select Prompt to select the flag from a list.

    Process Sequence only has relevance when there are limitations that potentially compete. For example, if there is one limitation that includes a PMB, but another that excludes reason code 01, Enrich needs to know what to do if the work order line is a PMB with reason 01. The limitations would be processed in order of this sequence. As a result, if the inclusion of the PMB was the first sequence, the work order line would be included. If the exclusion reason of 01 was first, the work order line would be excluded.

    Program is a specific program to be included/excluded. If a specific PM is entered, then All PMs cannot be set to Y. You can right-click in the field and select Prompt to select the program from a list.

    Rsn is the repair reason that is to be included/excluded. You can right-click in the field and select Prompt to select the reason from a list.

    Task is the specific task to be included/excluded. It can only be supplied if there is a VMRS code as well. You can right-click in the field and select Prompt to select the task from a list.

    VMRS is the VMRS code identifying a specific item to be included/excluded, if appropriate. You can right-click in the field and select Prompt to select the VMRS from a list.

  8. Click Enter to save the contract.
  9. Click Change .
    • The Service Provider Contract - Back-to-Back change screen appears.
  10. You can now add the equipment to be covered by the contract and activate the contract.

Back to Vendor Contracts