| # Maintenance Sales Control Parameters (tsmsc0100m000) This session contains: A history list of parameter sets and their effective dates. The most recent parameter sets are at the end of the list. The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. You can use the Print Service Parameters (tsmdm0400m000) session to print and compare the parameter sets. To view or change the current parameters, double-click the set without an effective date that appears at the top of the list. The Maintenance Sales Control Parameters (tsmsc0100m000) details session starts. If you make changes and save the new parameter setting, LN performs the following actions: Adds the new set at the end of the history list. Updates the current set (at the top of the list). Note By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text. Effective Date The date and time from which the parameters are valid. Description The description of the parameter set, for example, the reason why the previous setting was changed. Number Group Maintenance Sales Order The code of the number group used to identify sales orders. Related topics To use number groups and series Number groups in Service Description The number group description. Sales Margin The percentage that is used to calculate the default sales price. Default Service Type origin Calls The default service order type when the service order is originates from a call. Description The description of the default service order type when the service order is originates from a call. Default Service Type The default service order type. Description The description of the default service order type. Service Type for Repair Warranty Default service type used to categorize maintenance sales order generated or created from bad fix calls, manual service orders, or from planned activities. This is used to determine whether Repair Warranty is applicable for the maintenance sales order for a Part maintenance line only. Note This field is not mandatory. Incase Repair Warranty service type field is left empty, LN pop ups a warning message. Related topics Repair Warranty Step Size for Line The number that defines the sequence for the successive maintenance sales order lines. For example, if you enter the value 10, the numbers assigned to successive maintenance sales order lines are 10, 20, 30, and so on. Default Pricing Method The default pricing method that applies to the maintenance sales orders. Allowed values Fixed Order Price Time and Material The default pricing method that you select in the field applies to the maintenance sales orders that are created manually or are generated from a call. Maintenance Sales Order History If this check box is selected, maintenance sales order history is maintained. Else, the history is not maintained. Inventory Commitments Required If this check box is selected, inventory must be committed to the maintenance sales order. The check box must be selected in case some material needs to be delivered from a warehouse, or some tools are required. If this check box is selected, these resources are committed to the maintenance sales order. Material Ownership Allow to use Sold-to BP instead of Installation Owner on receipt If this check box is selected, LN allows you to use the Sold-to BP of the maintenance sales order instead of the actual owner of the installation, when the items are received in the warehouse. Note This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session. Allow to use Installation Owner instead of Sold-to BP on issue If this check box is selected, LN allows you to use the actual owner of the installation instead of the Sold-to BP of the maintenance sales order, when items are issued from the warehouse. Note This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session. Allow Installation Owner to be different from Inventory Owner If this check box is selected, the owner of a serialized item is different from the owner in inventory. This differentiation is applicable during the receipt of the serialized item in the warehouse. Note This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session. If Credit Review is Overdue If this check box is selected, LN signals the user if the credit review of the invoice-to BP is overdue. If this check box is cleared, no signal is given, even if the credit review of the invoice-to BP is overdue. If Credit Review is Overdue If this check box is selected, LN blocks the sales order if the credit review of the invoice-to BP is overdue. If this check box is cleared, the sales order will not be blocked, even if the credit review of the invoice-to BP is overdue. Signal if Credit Limit is Exceeded If this check box is selected, LN signals the user if the credit limit of an invoice-to BP is exceeded. If this check box is cleared, no signal is given, even if the credit limit of the invoice-to BP is exceeded. Signal if Credit Limit is Exceeded If this check box is selected, LN blocks the sales order if the credit limit of the invoice-to BP is exceeded. If this check box is cleared, the sales order will not be blocked, even if the credit limit of the invoice-to BP is exceeded. If Invoice is Overdue If this check box is selected, LN signals the user if the invoice-to BP has an overdue invoice. If this check box is cleared, no signal is given, even if the invoice-to BP has an overdue invoice. If Invoice is Overdue If this check box is selected, LN blocks the sales order if the invoice-to BP has an overdue invoice amount. If this check box is cleared, the sales order is not blocked, even if the invoice-to BP has an invoice amount overdue. If Business Partner is Doubtful If this check box is selected, LN signals the user if the invoice-to BP is doubtful. If this check box is cleared, no signal is given, even if the invoice-to BP is doubtful. If Business Partner is Doubtful If this check box is selected, LN blocks the sales order if the invoice-to BP is doubtful. If this check box is cleared, the sales order is not blocked, even if the invoice-to BP is doubtful. Use Margin Control If this check box is selected, margin percentage is calculated. If this check box is cleared, the gross % is disabled. The gross margin is calculated according to one of the following basic formulae:
    gross margin = (sales - cost of sales) / sales
    gross margin = (sales - cost of sales) / cost of sales
Margin Base Select whether the gross margin is calculated based on the sales value or on the cost of sales. Check Material Availability If this check box is selected, material availability check can be performed for the maintenance sales orders. Related topics Introduction to Material Availability Check Material Availability Search Path for Sales Rate Search Path for Sales Rate : Level1 The search path for sales rate. Search Path LN searches for the sales rate in the following order: Level 1 Level 2 Level 3 Level 4 LN uses this search criteria to determine the sales rate for the labor resource line. If the labor sales rate is not specified at Level 1, the sales rate defined at level 2 is considered. If the sales rate is not specified at Level 2, the sales rate defined at level 3 is considered. If the sales rate is not specified at Level 3, the sales rate defined at level 4 is considered. The sales rate is linked to the following: Serialized Item Group Installation Group Service Employee Department Not Applicable Reference Activity Task LN does not allow you to select an option at any two levels. Search Path for Sales Rate : Level 2 The Search Path for Sales Rate. Search Path for Sales Rate : Level 3 The Search Path for Sales Rate. Search Path for Sales Rate : Level 4 The Search Path for Sales Rate. Allocation and Hard Pegging Type for Repair Lines The allocation and hard peging type for repair lines. LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory. Default value The default value is Order Based. You can change the allocation and hard pegging type. Allocation and Hard Pegging Types Select the allocation and hard pegging type. This field can have the following values: Customer Based The inventory supply for the maintenance sales order line must be allocated and/or hard pegged to the sold-to BP. Order Based The inventory supply for the maintenance sales order line must be allocated and/or hard pegged to the MSO. Customer Reference Based The supply for the maintenance sales order line must be allocated and/or hard pegged to the customer reference. Internal Reference Based The supply for the maintenance sales order line must be allocated and/or hard pegged to the internal reference. Not Applicable The allocation and hard pegging is not applicable. Type for Issue Lines The allocation and hard peging type for issue lines. LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory. Default value The default value is Order Based. You can change the allocation and hard pegging type. Allocation and Hard Pegging Types Use Unallocated Inventory If this check box is selected, Infor LN Enterprise Planning uses unallocated inventory to match and meet the inventory demand and supply. If this check box is cleared, Infor LN Enterprise Planning does not use unallocated inventory to meet the inventory demand. Note LN matches the inventory demand and supply in the following order of priority: Allocated inventory Unallocated inventory Important! The field is disabled only when you select Not Applicable in the Type for Issue Lines field. |