| # Service Orders (tssoc2100m000) Use this session to view, maintain, or create service orders. Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse: Related To: Starts the Graphical Browser Framework that displays the orders which originate from the current order. Related From: Starts the Graphical Browser Framework that displays the orders that originate from the specific order. Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options: View Details: Use this option to view the details of the related order. Reverse Tree: Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode. Note To select multiple records, hold the CTRL key. Use the Recalculate Price/Discounts Entire Order option to retrieve the default prices of the cost and invoice lines related to the service order or activity line from the service contract. This option is disabled if the price of the related cost lines, activities and invoice lines cannot be modified. Related topics To block service orders To generate service orders To estimate service order costs To cancel service orders To print service order documents Templates for external service order documents Job processing of invoices Recalculation of sales price and linking of a contract on service order Impact of the Project Link on a Service Order/Activity Travel Cost Lines Default Setup Creating and Generating Travel Cost Lines Recalculating Travel Cost Lines Handling Serialized Item during Service Order creation/generation Handling Serialized Item (Repair Warranty, Sold-to BP, Physical Breakdown) Handling Serialized Items (Sales Prices/Costs on Invoice Lines and Cost Lines) Order and Activity based Pricing (Reference Activities, Master Routing and Routing Options) Order and Activity based Pricing (Contract (quotation) configuration lines) Order and Activity based Pricing (Field Service) Order and Activity based Pricing (Depot Repair) Owner vs User Default Business Partner for Order Sold-to BP versus Owner Impact of Business Partner Defaulting Service Order The number used to identify the service order. When you create a service order in the details session, you must select a series to assign the service order to. LN then generates a number for the service order. Related topics To use number groups and series To complete service order activities Description If the service order is created for an external customer, this field displays the name of the sold-to business partner. If the service order is created for an internal business partner, this field displays the description of the service department that carries out the service order. Service Order Status The service order's current status. Installation Group The installation group for which the service order is created. Note The value in this field is defaulted from the installation group linked to the serialized item. Description The name or description of the Installation group. Item The serialized item for which the service order is created. The Item and the Serial Number field along with the Installation Group field, identify the configuration or installation on which the service work is performed. For more information please refer to Handling Serialized Item during Service Order creation/generation. Note This field is disabled if the Status of the service order is set to a value other than Free or Planned. The Item Type must not be set to Generic in the Items - General (tcibd0501m000) session. You must specify this value if the Serial Number is specified and the Empty Item Field Allowed check box is cleared in the Configuration Management Parameters (tscfg0100m000) session. The serialized item must be a part of the specified Installation Group. Serial Number The serial number of the serialized service item. Note This field is disabled if the status of the service order is set to a value other than Free or Planned. This field is applicable if: the Status of the serialized item is set to Active, Working Condition, or Defective and is not set to Superseded in the Serialized Items (tscfg2100m000) session. the serialized item is linked to the specified Installation Group. the serialized item is of type Tool that must be refurbished and the Tool Status is not set to New or Blocked. You must specify this value if the item is not a service item. Description The description or name of the code. Department If the service order is for an internal customer, this field displays your company's department that owns the service order's Installation group. Default value The department specified for the Installation group in the Installation Groups (tsbsc1100m000) session. Sold-to BP If the service order is created for an external customer, this field displays the name of the sold-to business partner. If the service order is created for an internal business partners, this field displays the description of the service department that carries out the service order. Note Infor LN uses the following search sequence to default this value from: the sold-to business partner linked to the Item and/or Installation Group the sold-to business partner linked to the invoice-to business partner the sold-to business partner of the Project Sold-to BP The name of the business partner. Project If you create the service order for a project, in this field, enter the project's code. Note Only PCS projects with status Active can be maintained. In addition, you can only maintain this field if the service order status is Free. In this field, users can also specify projects of type Infor LN Project. Service Department The service department that carries out the service order. Note This value is defaulted from: the User Profiles (tsmdm1150m000) session. the Serialized Items (tscfg2100m000) session if the serialized item is specified. the Installation Groups (tsbsc1100m000) session, if this value is not specified in the Serialized Items (tscfg2100m000) session. Financial Department The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note The financial department must have a tax ID in the tax country. This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session. Default value This field is defaulted from the service department field. This field retrieves the default financial data of its financial company for the service order. Tax Classification An attribute of order header and order lines that you can use to define tax exceptions for the transactions. Infor LN retrieves the default tax classification from the invoice-from and invoice-to business partners. Important! For example, you can use the tax classification to indicate the following: Payment to an invoice-to business partner is subject to withholding tax and social contributions. Business partners with the same tax aspects for your company, for example, subcontractors or agents, must be grouped. Tax must be paid in a country other than the sales office or service office’s home country. Tax Classification The description or name of the code. Preferred Engineer The service employee preferred to implement the service order. Note Users can only fill in this field if the service-order status is Free, Planned, or Released. If you allocate a service engineer for an entire service order, this field is filled and can be changed manually. If you change the service employee on the order header, this can lead to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, as well as in the destination of the warehouse transfer and issue orders. This value is defaulted from the Serialized Items (tscfg2100m000) session or the Installation Groups (tsbsc1100m000) session. Description The service engineer's name. Service Type The service type. Default value The service type specified in the Service Order Parameters (tssoc0100m000) session. You can specify default service types for service orders that are generated in the following ways: Manually From a service order quotation From a call, in the Call Management module From a planned activity, in the Service Planning & Concepts module From a field change order (FCO) Note This value is defaulted from: the Repair Warranty field in the Service Order Parameters (tssoc0100m000) session, if the Item is covered by warranty or, the Default Service Order Type for Manual Service Order field in the Service Order Parameters (tssoc0100m000) session, if the service order is created manually. Order Procedure Classifies the nature of the service activities that are required. In Service two procedures are predefined: Normal and Emergency. Default value The order procedure that is linked to the selected service type. Interrupted If this check box is selected, the service order has been temporarily put on hold. Note You can only select this check box if the service order's status is Released. If you clear this check box, Infor LN does not clear the Interruption Reason field, because this interruption reason can be used for information. Interruption Reason The service order's interruption reason. Canceled If this check box is selected, the service order has been cancelled. Note You can cancel service orders in the Cancel Service Order (tssoc2204m000) session. Cancel Date The date on which the service order was cancelled. Note You can cancel service orders in the Cancel Service Order (tssoc2204m000) session. Blocked If this check box is selected, the service order is blocked. Note You can specify blocking reasons in the Service Order Parameters (tssoc0100m000) session. If you select any blocking reasons, LN performs blocking checks on the service order each time you attempt to change the order's status. Related topics To unblock calls, service orders, and sales orders Cancel Reason The reason why the service order was canceled. Note The reason that appears in this field is the reason the user specifies in the Cancel Service Order (tssoc2204m000) session at service order cancellation. Cancel Text If this check box is selected, a text is present. Note The user enters this text in the Cancel Service Order (tssoc2204m000) session at service order cancellation. Related topics Using texts Consolidate Travel cost If you select this check box, the following cost lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session: A Travel Total line is created if the parameter Distance or Time (or both) are selected in the Service Order Parameters (tssoc0100m000) session. A separate cost line for traveling distance is created if the parameter Distance is selected in the Service Order Parameters (tssoc0100m000) session. A separate cost line for traveling time is created if the parameter Time is selected in the Service Order Parameters (tssoc0100m000) session. Note You can select the check box only when you select the Consolidate Travel cost check box in the Service Order Parameters (tssoc0100m000) session. Order Text If this check box is selected, a text is present. Related topics Using texts Order Date The date and time at which the service order was entered in Infor LN. Last Updated The date and time at which the service order's details were last modified. Order Duration The time required to carry out the service order, which is the duration of all the related service-order activities. The duration cannot be entered on the order header. The duration is determined as the duration between the planned start time and planned finish time of the order header, based on availability of the calendars. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Travel Duration The amount of time the service engineer requires to travel to the location where the service order is to be implemented. Note This field is enabled only if the Travel Planning Method field is set to Header Based. This value is defaulted based on the specified Item, Serial Number, Installation Group, Service Area and Service Department. Travel Distance The travel distance for the service order. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Planned Start Time The time by which the service order must be started. Note This field is available only for the service orders with the status Free, Planned, and Released. If you add an activity to the service order with a planned start time (PST) that is earlier than the value you enter in this field, LN updates this field with the value of the activity's PST. Planned Finish Time The time when service order is planned to finish. If you add a service order activity with a Planned Finish Time (PFT) that is later than the value you enter in this field, LN updates this field with the value of the activity's PFT. Note This field is applicable only for the service orders that has the Free, Planned or Released status. This value is calculated and defaulted based on the specified Order Duration and calendar, which is based on the Preferred Engineer, Installation Group, Item, Serial Number and the Service Department. Earliest Start Time The earliest time at which work on the service order is planned to start. This date is used as the planned delivery date for allocating the required materials in a warehouse or as the planned delivery date for items to be purchased. Note The earliest start time of the header is determined by subtracting the smallest slack time from the planned start time of the header. Latest Finish Time The time at which the service order is planned to finish at the latest. Note The latest finish time of the header is determined by adding the smallest slack time to the planned finish time of the header. Material Issue Constraint The level at which, all the material must be shipped completely. Allowed values Material Issue Constraint Note LN defaults this value from the Service Order Parameters (tssoc0100m000) session. This field is disabled if: The Status of the Service Order is set to Completed. For a Released Service Order, a related warehouse order exists, that cannot be modified. Related topics Material Issue Constraints Dispatch Time of the service order The time frame within which the service organisation must provide a response to the customer. Travel Start Time The time at which the service engineer departs for the service site to carry out the service order. Note You can only maintain this field if the order status is Released. Execution Start Time The actual time at which the service engineer starts work on the service order. Note You can only maintain this field if the order status is Released. Execution Finish Time The actual time at which the service engineer completes work on the service order. Note You can only maintain this field if the order status is Released. Coverage Time For contract, quotation, or warranty coverages, the date and time as of which these coverages apply to the service order. Sold-to Address The address code of the sold-to business partner. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Address The address of the business partner. Contact The sold-to business partner's contact. Note This value is defaulted based on the Sold-to Business Partner, Installation Group, Item and Serial Number. First Reference Any further reference information about the business partner that you want to include with the service order. Note You can only maintain this field if the sold-to BP field is filled, and if the order status is Free or Planned. This field is available in the Released or Completed statuses if no actual cost lines are present for the order. Second Reference Any further reference information about the business partner that you would like to include with the service order. Note You can only maintain this field if the sold-to BP field is filled, and the order status is Free or Planned. This field is available in the Released or Completed statuses if no cost lines are present for the order. Sales Representative The employee responsible for the service order. Line of Business A group of customers, suppliers, or employees that work in the same business sector. Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data. Default value The line of business specified for the sold-to business partner in the Sold-to Business Partners (tccom4510m000) session. Note You can only maintain this field if the order status is Free or Planned and if the Sold-to BP field is filled. Sales Area Areas. Note This value is defaulted from the Sold-to Business Partners (tccom4510m000) session. Sales Price List The code of the price list linked to the business partner and used to determine the service order's sales price. Default value The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session. Coverage Contract If an active service contract covers the service order's Installation group, the contract number appears in this field. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Order Quotation If the service order is created from a transferred service quotation order, the service order quotation's number appears in this field. Route The route entered on the originating order. The default value is taken from the freight order header. Carrier The carrier that is to receives the goods on the current freight order line. The value in this field is taken from the freight order header. The carrier that you enter in this field is overruled if the load building engine finds other carriers that offer lower prices and/or provide a better planning scope. If you do not enter a carrier in this field, the load building engine selects a carrier. If the carrier entered in this field is not to be overruled by the load building engine, select the Carrier Binding check box. Ship Materials To The address type used as the shipping address for the material cost line related to the order. Note The value in this field is defaulted from the Service Order Parameters (tssoc0100m000) session or by default the value is set to Ship-to BP Address. The value in this field can be set to In-Use-by BP Address or Dealer Address only if an Installation Group or serialized Item is specified and the related addresses are specified. This is a display field if the Status field is not set to Free or Planned. Allowed values Address Type Business Partner The ship-to business partner who receives the service order's material requirements. Address The ship-to business partner's address code. Contact The ship-to business partner's contact. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session. Delivery Terms The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session. This field is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between supplier and customer. This field is available only for external service orders. This field is available only for the service orders with status Free or Planned. Description The description or name of the code. Point of Title Passage The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session. The point of title passage is the point of location at which the transition of responsibility of a consignment transfers from the supplier to the customer. In Service, the transfer is from the service company to the customer. This field is available only for external service orders. This field is available only for the service orders with status Free or Planned. Description The description or name of the code. Location Address The address code of the location at which materials must be received by the ship-to business partner. Note Infor LN uses the following search sequence to default the address linked to: the Installation Group, or the Item, and the Serial Number, if specified. the ship-to business partner linked to the Sold-to Business Partner, if specified. the Sold-to Business Partner, if specified. the Project, if specified. Address Address details. Country The country in which the above address is located. Coverage Type The service order's coverage type. Service Area The code of the service area in which the service order is carried out. Note This value is defaulted from: the Serialized Items (tscfg2100m000) session if the serialized item is specified. the Installation Groups (tsbsc1100m000) session, if this value is not specified in the Serialized Items (tscfg2100m000) session. Note You can only maintain this field if: The order status is Free or Planned. The Use check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is available in the Released or Completed statuses if no actual cost lines are present for the order. Service Car The service car the service engineer uses to drive to the service site. Default value The service car related to the service employee. If a service engineer is related to the service order when you run the Run Global SRP (tssoc2260m000) session, this field is filled by default. Note This field is used for information purposes only. This field is only available if the Sold-to BP field is filled, and if the service-order status is Free, Planned or Released. Any changes to the service car on the order header leads to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, and in the destination of the warehouse transfer and issue orders. The following table describes each of these changes:
Transfer Order | Issue Order | Action
Not Processed | Not Processed | The material lines are updated with the new car warehouse. Transfer and issue orders are updated with the new car warehouse.
Processed | Not Processed | The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." The material lines are updated with the new car warehouse. Transfer orders are not updated with the new car warehouse, but issue orders are updated with the new car warehouse.
Not Processed | Processed | The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
Processed | Processed | The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
Blank Order Sheet If the service engineer uses prenumbered blank sheets to record the service order's cost specifications, in this field, you must specify the number of the sheet on which the service engineer records the service order's cost. Note You can only maintain this field if the order status is Released. Business Partner The service order's invoice-to business partner. Address The invoice-to business partner's address code. Contact The invoice-to business partner's contact. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session. Sales Type Users can maintain separate accounts based on sales type. Description The description of the sales type. Payment Terms The payment terms used to invoice the business partner for the service order costs. Default value The payment terms assigned to the business partner in the Invoice-to Business Partners (tccom4512m000) session. Late Payment Surch. The code of the late payment surcharge that applies to the service order's costs. Payment Method payment method. Note This value is defaulted from the Invoice-to Business Partners (tccom4512m000) session. Total Invoice If this check box is selected, and you change the service order status to Costed, LN posts all actual cost lines to Invoicing simultaneously. Default value Selected. If this check box is cleared, the actual cost lines can be separately approved and posted to Invoicing. You can use this setting if, for example, a service order takes a long time to finish and accelerated invoicing is required. You can also post the actual cost lines to Invoicing if you change the service order status or the service-order activity status to Costed. Note If the service order status is Free or Planned, you can modify the setting in this field. For internal service orders, this field is not applicable. Invoice Text If this check box is selected, a text is present. Related topics Using texts VAT Based On If this check box is selected, VAT calculation is based on goods or services. Allowed values VAT Based on Note LN determines the defaults for the tax country and the tax code based on the option you choose. Currency The currency used to express the service order's costs. Default value The invoice-to business partner's currency. Exchange Rate Type The exchange rate type to which the currency belongs. Exchange rate type is a method used to group currency exchange rates. You can assign currency exchanges to various invoices, to business partners, and/or to numerous types of transactions, such as Purchase Sales and so on. Rate Determiner The method used to fix the currency rates for a service order's costs when the rates are expressed in a currency other than your company's home currency. Rate/Rate Factor The defined currency rate. Business Partner The pay-by business partner who pays the costs of the service order. Contact The code of the pay-by business partner's contact. Default value The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) details session. Pricing Contract The contract linked to the service order line for which contract price is defined. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Pricing Contract Change The number that identifies the active contract change number at the time of linking. The order uses the contract terms that are activated for this contract change number. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Pricing Method The pricing method used to invoice the service order. Allowed values Pricing Method Note If the Pricing Method field is set to Fixed Order Price, a record is created in Service Order Fixed Prices (tssoc2115m000) session. This field is derived if: the Pricing Contract is specified or the Use Fixed Repair Prices in Service Orders check box is selected in the Service Order Parameters (tssoc0100m000) session. Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Estimated Order Amount The total sales amount of the header, all activities and all estimated cost lines. This price is expressed in the currency specified in the Currency field. Material Inventory Check Status The overall inventory status for all the material lines belonging to the order. Allowed values Inventory Status ATP Inventory Available Indicates if the inventory for all the material lines belonging to the order is available, calculated by the ATP check. Available Date Latest ATP Date for all the material lines belonging to the order. Checked On Date Latest ATP Check On Date for all the material lines belonging to the order. Planned Inventory Available Indicates if the inventory for all the material lines belonging to the order is available, calculated by the Planned inventory check. Available Date Latest Planned Available Date for all the material lines belonging to the order. Checked On Date Latest Planned Check On Date for all the material lines belonging to the order. On Hand Inventory Available Indicates if the inventory for all the material lines belonging to the order is available, calculated by the On Hand inventory check. Checked On Date Latest On Hand Check On Date for all the material lines belonging to the order. Actual Order Amount The total sales amount of the header, all activities and all actual cost lines. This price is expressed in the currency specified in the Currency field. Price Origin The origin from which the sales price is retrieved. Allowed values Price Origin Default value Not Applicable Sales Price The sales price for the Service Order. This price is expressed in the currency specified in the Currency field. Note This field is applicable only if the Pricing Method is set to Fixed Order Price. This field is enabled only if the Order Status is set to Free, Planned or Released. When the pricing contract is specified for the service order, Infor LN defaults the sales price (fixed order price) from the Fixed Price Terms (tsctm1111m000) session based on the following criteria: The Master Routing/ Routing Option specified in the Fixed Price Terms (tsctm1111m000) session must be same as that specified for the service order. If the above criteria is not met, the Price Level must set to Any Order in the Fixed Price Terms (tsctm1111m000) session. When the pricing contract is not specified, but the master routing/routing option is specified for the service order, Infor LN defaults the sales price from the Master Routings (tsacm1101m100)/ Routing Options (tsacm1101m200) session, if the Fixed Price check box selected. If the Pricing Contract is not specified, the sales price is defaulted from the Master Routings (tsacm1101m100)/ Routing Options (tsacm1101m200) session only if the Fixed Price check box is selected. Master Routing The master routing used to determine the fixed order price for the service order. Note This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session. For this master routing, the Activity Use field must be set to Field Service or General in the Master Routings (tsacm1101m100) session. This field is enabled only if the Order Status is set to Free, Planned or Released. Infor LN defaults this value from the Master Routings (tsacm1101m100) session, if master routing is specified for the service order. In case a service order quotation is linked to the service order, Infor LN defaults this value from the Service Order Quotations (tssoc1100m000) session. Description The description or name of the code. Routing Option The routing option used to determine the fixed order price for the service order. Note This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session and the master routing is specified. This value must be linked to the Master Routing in the Routing Options (tsacm1101m200) session. This field is enabled only if the Order Status is set to Free, Planned or Released. Infor LN defaults this value with the routing option linked to the specified Master Routing. Serialized Item Warranty The code of the serialized item warranty linked to the service order. Warranty Type The type of warranty applicable for the cost lines linked to the service order activity. Allowed values Warranty Type Note You can set this field to Serialized Item Warranty only if the specified Item is a serialized item. This field is disabled if: the Pricing Method is set to Fixed Order Price. the status of the service order is set to Costed, Closed, Canceled, or Rejected. the status of the actual cost lines is set to Costed or Posted to Finance. Warranty The warranty applicable to the cost lines of the service order activity. Note This field is applicable only if the Warranty Type field is set to Generic Warranty or Serialized Item Warranty. The warranty linked to the service type is defaulted if: the Warranty Type is set to Generic Warranty. the Force Generic Warranty check box is selected in the Service Types (tsmdm0130m000) session or no warranty is defined for the serialized item. The warranty defined for the serialized item or warranty template is defaulted if: the Warranty Type is set to Serialized Item Warranty. the Force Generic Warranty check box is cleared in the Service Types (tsmdm0130m000) session. This field is disabled if: the status of the service order is set to Costed, Closed, Canceled, or Rejected. the status of the actual cost lines is set to Costed or Posted to Finance. the Order Activity Status is set to Costed and/or the Status of a cost line is set to Costed. Description The description or name of the code. Pricing Contract Line Contract configuration line linked to the service order line for which contract price is defined. This is a display field. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria: Serialized item/serial number. If not specified, the Installation Group You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Description The description or name of the code. Contract Ignored If this check box is selected/cleared, the following are the possible scenarios: If this check box is selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract is linked and the sales price of the service contract is overruled. If this check box is selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a service contract is not linked. If this check box is not selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract exists, and pricing terms data is used. If this check box is not selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a valid service contract does not exist. Note This is a display field. This field is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session. Travel Planning Method The method that indicates whether the travel planning is based on service order header or service order activity line. Allowed values Travel Planning Method Note If this field is set to Not Applicable, the value is defaulted from the Service Types (tsmdm0130m000) session. If this field is set to a value other than Not Applicable, the value is defaulted from the Service Order Parameters (tssoc0100m000) Generate Generates a new serial number for the serialized item. View Details Starts the service order details session. Insert Creates a new service order. Hours Accounting Use this option to maintain hours accounting for the service order. Blocking Reasons If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the Installation group. If no calendars are defined for the relevant durations, an error message is given. If the planned end date is not calculated, no activities are planned. Global SRP... Use this option to run Global SRP on the Service Order. Release Use this option to change the status of the service order from Free to Released. The service order activities you select are release independent of the header status, which can be Free or Planned. The status of the service activities that are not selected for release remain unchanged. Complete... Use this option to change the status of a service order from Released to Completed. Cost... Use this option to calculate the cost for the service order. Issue Stock for Order Issues stock from the warehouse. Propagate Tax Settings Creates or restores uniform tax settings. Print Draft Invoice Use this option to print the draft invoice before service order is invoiced. This option is enabled if: The service order is an external service order. The status of the service order is Released or Completed. The actual quantity and invoice sales amount are defined for at least one of the cost lines. Not all the cost lines are linked to an ERP project. The order / activity link can be found in the Service Order Links by Project (tppss6520m000) session. Note If the Total Invoice check box is selected, all the cost lines are printed in the draft invoice. Only the cost lines with statuses Free and Costed are considered. If the Total Invoice check box is cleared, the cost lines can be printed individually. Only the cost lines with status Free are considered for printing the draft invoice. View Tree Shows the service order and its associated service order activities in a graphical manner. Installation Group Shows the Installation group for which the service order is created. Determine Start If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the Installation group. If no calendars are defined for the durations concerned, an error message appears. If the planned end date is not calculated, no activities are planned. Determine Finish If you use this option and you enter the planned start date, the planned finish date is calculated forwards using activity duration, travel duration and availability by calendars. The calendars are selected from the serialized items, if specified, or else from the Installation group. If no calendars are defined for the specified durations, an error message appears. If the planned start date is not calculated, no activities are planned. Link / Unlink Contract Allows the user to link or unlink the service contract with the pricing terms. This option is enabled only if the pricing contract is defined for the service contract. This option is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session. |