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<ManualTopic ID="/baanerp/ts/onlinemanual/000140" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Master Data Setup (SOC)</Title>
		<Keyword><Level1>Master Data Setup</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>Before you start to use the <GUIRef href="" role="manual">Service Order Control (SOC)</GUIRef> model, you must set up or check some static data. This includes checking service order parameters, defining <Link href="/baanerp/ts/glossary/glossary#000405" role="glossary">reference activity</Link>, <Link href="/baanerp/ts/glossary/glossary#ActiviGroup.ts" role="glossary">activity group</Link> and <Link href="/baanerp/ts/glossary/glossary#Checklist.ts" role="glossary">checklist</Link>.</Paragraph>
	</AimSection>
	<GeneralSection><SectionTitle>Service Order Control setup sessions</SectionTitle>
		<Paragraph>Enter the Service Order Control data in the following sessions:</Paragraph>
		<List><ListItem>Set parameters in the <GUIRef href="" role="manual">Service Order Parameters (tssoc0100m000)</GUIRef> session.</ListItem>
			<ListItem>Define reference activities in the <GUIRef href="" role="manual">Reference Activities (tsacm1101m000)</GUIRef> session.</ListItem>
			<ListItem>Define activity groups in the <GUIRef href="" role="manual">Activity Groups (tsacm0110m000)</GUIRef> session.</ListItem>
			<ListItem>Define checklists in the <GUIRef href="" role="manual">Checklists (tsmdm0140m000)</GUIRef> session.</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>Service Order Parameters</SectionTitle>
		<Paragraph>Use the <GUIRef href="" role="manual">Service Order Parameters (tssoc0100m000)</GUIRef> session to define Service Order Control (SOC) settings.</Paragraph>
		<Paragraph><GUIRef href="" role="manual">General tab</GUIRef>
		</Paragraph>
		<Paragraph>The number group for service orders and service quotations. This number group defines the available series numbers that can be used. You can also activate gross margin control, and set upper and lower margins based on cost of sales or sales.</Paragraph>
		<Paragraph><GUIRef href="" role="manual">Orders tab</GUIRef>
		</Paragraph>
		<Paragraph>The number group for service orders and service quotations. This number group defines the available series numbers that can be used. In addition to defining number groups for <Link href="/baanerp/ts/glossary/glossary#ServicOrder.ts" role="glossary">service orders</Link> and <Link href="/baanerp/ts/glossary/glossary#ServOrderQuo.ts" role="glossary">service-order quotations</Link>, you can define number groups for costing sheets and field change orders. You can set up the default <Link href="/baanerp/ts/glossary/glossary#ServicType.ts" role="glossary">service type</Link> and cost component that are used, when calls are transferred to service orders.</Paragraph>
		<Paragraph><GUIRef href="" role="manual">Blocking tab</GUIRef>
		</Paragraph>
		<Paragraph>You can set parameters for service order blocking and signaling. If the associated check boxes are selected, SSA ERP carries out the blocking functionality when the order status changes to Planned or Released. The blocking functionality is also carried out each time a new service order is created. You can set blocking and signaling parameters for any of the following conditions:</Paragraph>
		<Paragraph><GUIRef href="" role="manual">Costing tab</GUIRef>
		</Paragraph>
		<Paragraph>The Costing tab enables you to define what costs your organization uses, the cost component that is used for capturing those costs, and the default used by hours accounting when dealing with travel time. The Generate Return Deliveries area is used to handle goods that were issued to the service order, but were not consumed. SSA ERP Service generates return deliveries based on the delivery types selected.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Reference Activity</SectionTitle>
		<Paragraph>Use the <GUIRef href="" role="manual">Reference Activities (tsacm1101m000)</GUIRef> session to define reference activities. Reference activities are defined in a library of activities, and can be linked to service orders, either manually or by means of maintenance concepts. If you define reference activities, you can link material, labor, and other requirements used during execution of the activity. When the activity is linked to a service order, defaults such as the reference activities’ material and labor, are loaded on the service order. In addition, you can enter the cluster and serialized item to which the activity applies.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Activity Groups</SectionTitle>
		<Paragraph>Use <GUIRef href="" role="manual">Activity Groups (tsacm0110m000)</GUIRef> session to maintain reference activity groups. You can use reference activity groups to select reference activities in printing or processing sessions.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>Checklists</SectionTitle>
		<Paragraph>Use <GUIRef href="" role="manual">Checklists (tsmdm0140m000)</GUIRef> session to define checklists. You can define a checklist for service engineers to make certain that all required maintenance activities are carried out. The checklist contains questions that must be answered by the service engineer. The checklist can be printed with the service order and be used for additional supporting documents. The checklist serves as a paper document that can be used to hold information about the activity performed. Checklists can be linked to a maintenance activity, or manually entered onto the service order.</Paragraph>
	</GeneralSection>
</ManualTopic>
