| # Maintenance Sales Orders (tsmsc1100m000) Use this session to create and modify maintenance sales 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 Use the Recalculate Price/Discounts Entire Order option to retrieve the default sales price for the maintenance sale order from the service contract. This option is disabled if the sales price of the part line and the related coverage lines cannot be modified. Use the Maintenance Sales Order - Lines - Synchronization option to synchronize the modified header data with the lines data. Related topics Shop maintenance/Depot repair To cancel maintenance sales orders Search path for labor rates (Service contract) Project pegging in depot repair Recalculation of sales price and linking contracts to the MSO Owner vs User Default Business Partner for Order Sold-to BP versus Owner Impact of Business Partner Defaulting Maintenance Sales Order The number used to identify the maintenance sales order. If you create a sales order in the details session, LN generates a number based on the series selected. Related topics To use number groups and series Description The description of the maintenance sales order. Maintenance Sales Order Sales order status Order Date The date and time that the sales order was entered in LN. Business Partner sold-to business partner. Note Infor LN defaults the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session based on the value set for the Default Business Partner for Order field in the Serialized Items (tscfg2100m000) session. Following is the search criteria: serialized item installation group Address The BP's address code. Note Infor LN defaults the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session based on the value set for the Default Business Partner for Order field in the Serialized Items (tscfg2100m000) session. Following is the search criteria: serialized item installation group address of the Sold-to BP Contact Person The BP's contact's code. Note This field is defaulted with the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session . Following is the search criteria: serialized item installation group contact of the Sold-to BP Customer Order Number The order number used by the customer. First Invoice Reference Any further reference information about the business partner that you wish to include with the sales order. Note You can only maintain this field if the sold-to BP field is filled in, and the order status is Free or In Process. Second Invoice Reference Any further reference information about the business partner that you wish to include with the sales order. Note You can only maintain this field if the sold-to BP field is filled in, and the order status is Free or In Process. Item Installation Group The installation group. The value in the Sold-to Business Partner of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the Installation Groups (tsbsc1100m000) session, based on the Default Business Partner for Order field in the Installation Groups (tsbsc1100m000) session. Note If the value in the serialized Item field is specified, the installation group must be the Installation Group of the serialized item defined in the Serialized Items (tscfg2100m000) session. The value in this field can not be modified if the value of the Sold-to Business Partner field can not be modified. The value in this field can not be modified if the maintenance sales order is originated from a quotation or a call or service order material line. Infor LN defaults this value for the part maintenance lines. Description The description or name of the code. Item The service item. Note The item must be a service item. The value in this field can not be modified if the value of the Sold-to Business Partner field can not be modified. The value in this field can not be modified if the maintenance sales order is originated from a quotation or a call. Infor LN defaults this value for the part maintenance lines. Serial Number The item code of the serialized item. The value in the Sold-to Business Partner of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the Installation Groups (tsbsc1100m000) session. Note The Status of the selected serial number must be set to Active or Working Condition or Defective in the Serialized Items (tscfg2100m000) session. The value in this field can not be modified if the value of the Sold-to Business Partner field can not be modified. The value in this field can not be modified if the maintenance sales order is originates from a quotation or a call or a service order material line. If the Installation Group field is specified, Infor LN defaults the serial number of the installation group defined in the Serialized Items (tscfg2100m000) session. Infor LN defaults this value for the part maintenance lines. Service Office The service office description. Service Office A department that consists of one or more persons and/or machines with identical capabilities, that can be considered as one unit for the purposes of service and maintenance planning. Project The project to which the cost is pegged. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. For more information, refer to Project pegging in depot repair Description The description or name of the code. Element The element that is linked to the project. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. Description The description or name of the code. Activity The activity that is linked to the project. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. Description The description or name of the code. Sales Representative A trained technician who carries out the service activities within his/her own organization or on the customer's site. Default value The employee associated with the login of the user who enters the order. Sales Representative The full name of the service engineer. Search Key An alternative form of a description used for convenience during searching. A search key is usually an abbreviation, an acronym, or a mnemonic alternative to a full description. Service Type The service order type that maintenance sales order has originated from. This value is defaulted from the MSC parameters. Note The value in this field is defaulted from the Service Type for Repair Warranty field if the serialized item is covered by repair warranty. Else, the value is defaulted from the Default Service Type field specified in the Maintenance Sales Control Parameters (tsmsc0100m000) session. Service Type The description of the service order type. Start Time The scheduled start date and time of the order. Finish Time The scheduled finish date and time of the order. Blocked If this check box is selected, the maintenance sales order is blocked. Note If a maintenance sales order is blocked, the work orders for its item lines are also blocked. You can define the conditions for blocking an order in the Maintenance Sales Control Parameters (tsmsc0100m000) session. If you have selected any blocking conditions, LN performs blocking checks on a sales order each time you change the order status. Blocking Indicator is filled automatically by the system on finding an active blocking condition.· This functionality is based on the options set in the MSC parameters. Blocked Order cannot be processed further until the blocking is released. Related topics To unblock calls, service orders, and sales orders Order Text If this check box is selected, a text is present. Related topics Using texts Appointment If this check box is selected, the start time and the finish time for the sales order are defined in an appointment. Note If the order execution times are fixed by an appointment, the work orders created for the maintenance sales order will get more priority in the Work Control System module. The checkbox is cleared when the ATP check is performed and there is a changed in the planned start time. Related topics Impact of ATP Date Line of Business The line of business of the sold-to business partner. 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 In Process, and the Business Partner field is filled in. Line of Business The line of business description. 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 that is linked to the business partner, and is used to determine the item's price. Default value The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session. Sales Price List The sales price list description. Business Partner The business partner to which you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner. Address The BP's address code. Contact Person The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Business Partner The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner. Address The BP's address code. Address Address details. Contact Person The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period The payment terms allow you to calculate: The date on which the payment is due The date on which the discount periods expire The discount amount Payment Terms The description of the payment terms. Late Payment Surcharge The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period. 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 sales order status to Costed, LN will post all coverage lines to Invoicing in one run. Default value Selected. You can still set the coverage lines to Costed, but the posting to Invoicing is deferred until the sales order is costed. If this check box is cleared, the coverage lines can be separately approved and posted to Invoicing. This can be used if, for example, a sales order takes a long time to finish, and accelerated, partial invoicing is required. You can also post the actual cost lines to Invoicing, if you change the sales order status or the sales-order activity status to Costed. Note If the sales order status is Free or In Process, you can modify this field. Invoice Text If this check box is selected, it indicates that some text with further invoicing details is available. Related topics Using texts Quotation The qotation number. The maintenance sales order is linked to the given quotation number. Order Currency The currency in which the sales order is transacted. Order Currency The currency description. Exchange Rate Type A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on). Exchange Rate Type The description of the exchange rate type. Rate Determiner The method to decide which date is used to determine the exchange rates. During the composing process, all amounts in foreign currencies are converted to the home currency, based on the determined exchange rate. Business Partner The business partner from which you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders. Address The BP's address code. Contact Person The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. Address Address details. Address Address details. Address Address details. Address Address details. Address Address details. Release Click to release the maintenance sale order. The Order status is set to Released. You must first release the order and then perform further transactions. Cost Sets the maintenance sales order status to Costed. Recalculate Price/Discounts Entire Order Defaults the sales price on the part line and on the related coverage lines. This option is disabled if the change of sales price in not allowed on the part line and on the related coverage lines. |