| Service Order - Lines (tssoc2100m100) |  |
| Use this session to view, maintain, or create service orders. You can perform a number of financial and logistical tasks related to a service order, service order activities, and cost lines. You can carry out the following tasks: View, maintain, and create a service order. To create a new service order, you can click New on the toolbar. You must also enter the details and save the record. View, maintain, and create service order activities. For each service order, you must enter at least one service order activity. The addition of a service order activity is imperative for the execution of the service order. View, maintain and estimate cost lines: You can enter financial details related to the material, labor, and other cost lines for the service order. Service order lines The lines on the tabs refer to the following sessions: Activities The lines on the Activities tab refer to the Service Order Activities (tssoc2110m000) session. Double-click the activity for more detailed information. Estimated Materials The lines on the Estimated Materials tab refer to the Service Order Estimated Material Costs (tssoc2120m000) session. Double-click the estimated material for more detailed information. Estimated Labor The lines on the Estimated Labor tab refer to the Service Order Estimated Labor Costs (tssoc2130m000) session. Double-click the task for more detailed information. Estimated Other The lines on the Estimated Other tab refer to the Service Order Estimated Other Costs (tssoc2140m000) session. Double-click for more detailed information. Actual Materials The lines on the Actual Material tab refer to the Service Order Actual Material Costs (tssoc2121m000) session. Double-click the actual material for more detailed information. Actual Labor The lines on the Actual Labor tab refer to the Service Orders Actual Labor Costs (tssoc2131m000) session. Double-click the task for more detailed information. Actual Other The lines on the Actual Other tab refer to the Service Order Actual Other Costs (tssoc2141m000) session. Double-click for more detailed information. Assignments The lines on the Assignments tab refer to the Service Engineer Assignments (tssoc2105m000) session. Double-click for more detailed information.
Fields | Description
Service Order | The number used to identify the service order. If you create a service order in the details session, you select a series to assign the service order to, and ERP LN 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.
Cluster | The cluster that the service order is created for.
Description | The name or description of the cluster.
Description | The name of the department.
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.
Sold-to BP | The name of the business partner.
Warranty Claim | Select this check box when a service order is related to dealer warranty. The service is performed by the dealer for a customer on the behalf of orginal equipment manufacturer. The check box is enabled till a cost line is created for a service order. If this check box is selected, the Claim Method field is enabled. Important! If this check box is selected, a claim header is created which is linked to the service order. A claim line is created when you create Material/Labor/Other cost line for a service order.
Project | If you create the service order for a project, enter the project's code in this field. Note If you select the Use Manufacturing Projects check box, you can maintain a PCS project. Only PCS projects with status Active can be maintained. You can only maintain this field when the service order status is Free.
Description | The description or name of the project.
Financial Department | The service department that carries out the service order. Default value The service department specified for the cluster in the Clusters (tsbsc1100m000) session. Otherwise, the service department is specified in the User Profiles (tsmdm1150m000) session.
Description | The name of the service department.
Financial Department | ERP LN only displays the financial department of the order if you select the Use Tax Numbers of other Financial Companies check box in the Tax Handling Parameters (tctax0100m000) session. Note The tax country can change in the following ways: You enter or change the location address on the service order header. The Location Address of a service order determines the tax country. ERP LN determines the tax details of the first order line and this results in a different tax country. Note You can change the financial department on the order header if no financial postings exist for the order. If financial postings exist, ERP LN displays a warning message.
Financial Department | The description or name of the code.
Service Engineer | The service employee who carries out the service order. The service engineer can be allocated to the service order in the following ways: You can select the service engineer. Click the browse arrow to select the service engineer. ERP LN allocates the service engineer in case you do not select the service engineer. ERP LN assigns the service engineers only when you select the Allocate Engineers during Global SRP check box in the Service Order Parameters (tssoc0100m000) session and then run the Run Global Service Resource Planning (tssoc2260m000) session. Note This field can only be filled if the service-order status is Free, Planned, or Released. Changing the service employee 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.
Description | The name of the service engineer.
Service Contract | A sales agreement between a service organization and a customer for a specific period, that states the configurations (clusters or serialized items) to be maintained, the coverage terms, and the agreed price.
Service Type | The service type. You can define an issue and receipt warehouse order type for a service type in the Service Types (tsmdm0130m000) session. If a warehouse order is created for a service order, ERP LN selects Warehouse Order of Type Issue or Warehouse Order of Type Receipt defined for the service type. Note If an Issue and Receipt warehouse order type is not defined for the service type, ERP LN selects the default Warehouse Order Type defined in Default Warehouse Order Types by Origin (whinh0120m000) session. 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: 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).
Description | The name or description of the service type.
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.
Location Address | The location and address of the sold-to bp.
Ready for Release | If this check box is selected, the service order is ready to be released. Note This check box is always selected if the order is created manually, otherwise, the check box remains cleared. A service order will be released only if this check box is selected.
Claim Method | The method by which the original equipment manufacturer (OEM) reimburses the dealer. The OEM reimburses the dealer for the service provided by the dealer to the customer on the behalf of OEM. Note The field is enabled only when the Warranty Claim check box is selected. The option is diabled and the value is set to Not Applicable if the Warranty Claim check box is cleared. Following are the available values: Replenish Material : The claim method Replenish Material applies only in case of material cost lines. The value in the Delivery Type field in the Service Order Estimated Material Costs (tssoc2120m000) and in the Service Order Actual Material Costs (tssoc2121m000) is defaulted based on the settings in the Items - Service (tsmdm2100m000) session. You can change the value. The default delivery type is one of the following: From Warehouse From Service Inventory The other two delivery types which the user can also use are: From BP's Inventory To Warehouse Reimburse Costs : The claim method Reimburse Costs applies when OEM reimburses the cost to the dealer for the material consumed in repair. Additionally, the claim method for Labor and Other Cost Lines is always Reimburse Costs. The default value in the Delivery Type field is always From BP's Inventory. You can change the value
Planned Start Time | The time by which the service order must be started. Note This field is enabled only for the service orders with the status Free, Planned, or 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, Infor ERP LN updates this field with the value of the activity's PST.
Planned Finish Time | The time at which the 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, Infor ERP LN updates this field with the value of the activity's PFT. Note This field is enabled only for the service orders with the status Free, Planned, or Released.
Earliest Start Time | The time that the service order is planned to start at the earliest. 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 that 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.
Appointment | If this check box is selected, an appointment with the sold-to business partner is confirmed.
ATP Date | The ATP date when the specific spare part is available in the warehouse. Note When the ATP date is greater than the earliest start time then the earliest start time is set equivalent to the ATP date. The Planned Delivery Date is also changed to match the ATP date. The ATP date is not generated when: The ATP check does not generate any date. The Item is not present in the warehouse The master plan is not present When the item falls outside the range of the master plan horizon range.
Commands | Description
Insert | Inserts a new record.
Hours Accounting | Use this option to maintain hours accounting for the service order.
Blocking Reasons | Use this option to include a blocking reason for the service order. This option starts the Blocking Reasons (tsmdm1101m000) session.
Global SRP... | Use this option to run Global SRP on the Service Order.
Release | Sets the status of the service order from Free to Release. The service order activities you select are released, independent of the header status, which can be Free or Planned. The status of the service order activities that are not selected for release remains unchanged.
Complete | Sets the status of a service order from Released to Complete.
Cost | Costs the service order.
Dispatch Control | Starts the Dispatch Control (tssoc2105m009) session.
Cancel Service Order | Cancels a service order.
Issue Stock for Order | Issues stock from the warehouse.
Deferred Emergency Service Orders | Starts the Deferred Emergency Service Orders (tssoc2502m000) session.
Propagate Tax Settings | Creates or restores uniform tax settings.
Online Margin Control | Displays the estimated or actual cost lines for the service order in the Service Order Online Margin Control (tssoc4500m000) session.
Print Draft Invoice | Use this option to print the draft invoice before service order is invoiced. This option is available 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 is defined for at least one of the cost lines. Not all of the cost lines are linked to ERP project. The order/activity link can be found in the List of 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 | Displays the service order and its associated service order activities in a graphical manner.
View Cluster Tree | Displays the cluster for which the service order is created.
Appointment | Starts the Appointments (tsmdm0123m000) session.
Print Service Order Online Margin | Prints the service order online margin.
Print Service Orders | Prints the service orders.
Print Service Order Documents | Prints the service order documents.
Print Blank Service Order Sheets | Prints the blank service order sheets.