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Configuring SM Agreement Types

SM Agreement Types defines the agreement types your company uses to categorize service agreements. Create as many as you need; you need at least one. Every agreement in SM Agreements must have a type — an agreement cannot be activated without one. Types also drive reporting and filter services due for PM work-order generation and agreements due for billing.

Trimble’s procedure title is Set up Agreement Types (Agreements → Agreement Setup/Maintenance).

Before you start​

  • At least one type must exist before you can complete SM Agreements setup (agreements require a type).
  • Valid SM Departments (F4 on Department — stated on the procedure; field defs for Department are currently a stub placeholder in Trimble help).
  • Coverage tab needs valid call types (F4).

Steps​

  1. Open SM Agreement Types.
  2. Enter Agreement Type (up to 15 characters) — e.g. Full Coverage, Standard PM, Full Maint Labr, Full Maint Matl (procedure also says “Full Service”; form also lists “Annual Maint”).
  3. Enter Description (up to 60 characters).
  4. Enter or F4 Department (SM department).
  5. Check Active when the type is ready to assign in SM Agreements. Leave unchecked until then.
  6. Optionally check Auto Renew (see hard rules — auto-renew itself is not live).
  7. On the Coverage tab:
    • Enter or F4 Call Type.
    • Check Planned if the call type is planned work; leave unchecked if it is generally unplanned.
  8. Save.

Active and Auto Renew​

FieldBehavior
ActiveChecked = assignable in SM Agreements. Unchecked = cannot assign, but can still filter PM work-order generation and billings due. Once assigned to any agreement (any status), you cannot delete the type — deactivate instead
Auto RenewProcedure: check to enable auto-renewal for agreements of this type. Form/field defs: auto-renewal is not currently available (future release). Checking it still enables Renew Through date and markup % on SM Agreements for labor-allocation forecasting before renewal. Do not check if renewals will be manual

Coverage​

  • Call types identify coverage for agreements of this type.
  • Planned call types appear in the Planned Call Types lookup (F4 from a Call Type field elsewhere). Unchecked = generally unplanned.

Hard rules​

  • ≥1 agreement type; agreements cannot activate without a type.
  • Do not mark Active until ready to assign.
  • Delete blocked if the type is on any agreement — use Inactive.
  • Inactive types remain usable as filters.
  • Treat Auto Renew as forecasting support until Trimble ships auto-renewal; leave it off for manual renewals.

Notes​

  • Related: SM Agreements (assignment; Renew Through), SM Generate PM Work Orders, SM Agreement Billings Due.