| Service Order Estimated Material Costs (tssoc2120m000) |  |
| Use this session to view and maintain the estimated material costs of service orders. You can manually add estimated material cost lines to a service order or service order activity with the status Free or Planned. For every reference activity added to a service order, ERP LN adds material requirements listed in the Reference Activity - Resource Requirements (tsacm2120m000) session to the Service Order Estimated Material Costs session. Note ERP LN copies this session's cost lines to the Service Order Actual Material Costs (tssoc2121m000) session. If the order status is Released, you cannot add or maintain lines in this session, but you can use the Service Order Actual Material Costs (tssoc2121m000) session to add or maintain material cost lines for the service order. Related topics To estimate service order costs
Fields | Description
Service Order | The number of the service order for which the estimated material costs are listed.
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.
Line Number | The number that distinguishes the material cost line from the other material cost lines listed for the service order.
Activity Number | The number of the service order's activity that requires the item.
Item | The code of the item required for the service order.
Serial Number | The serial number of the item required for the service order.
Generate Freight Order | If this check box is selected, Infor ERP LN generates a freight order from the maintenance sales order.
Route | The route entered on the originating order. The default value is taken from the freight order header.
Route | The description or name of the code. route.
Carrier/LSP | The carrier that is to transport 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. Related topics To create freight orders The load building process To use Freight Management for direct deliveries. Freight Management in multisite environments.
Carrier | The description or name of the code. carrier.
Carrier Binding | If this check box is selected, the load building engine does not overwrite the carrier you select in this field. As a rule, the load building engine overwrites the carrier you select in this field, if the engine identifies another carrier that offers lower prices and/or a more favorable planning scope. If you want to impose a carrier for a specific order line and you do not want the load building engine to change the carrier, you can select the Carrier Binding check box. If the freight order line is clustered, the carrier in the carrier field is not overwritten during the clustering process, but you can, if required, manually change the carrier after the clustering process is carried out. A freight order line is available for clustering if the Load Planning check box is cleared for the freight order line. This field is unavailable if no carrier is selected in the Carrier field. Related topics The use of freight service levels
Freight Service Level | The freight service level enables you to indicate the preferred transportation time for the item listed on the order line. The value is defaulted from the originating order, if defined there. For direct deliveries, the value is taken from the sales order.
Freight Service Level | The description or name of the code. freight service level.
Planned Receipt Time | The planned date and time on which the receipt of the item is to take place .
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. Related topics ATP Impact of ATP Date
Invoice for Freight | Select the option to indicate how the freight costs are invoiced to the business partner. The possible values are the following: By Service: The actual freight costs are on a separate freight cost line. The amounts to be invoiced are updated from freight management. The costs are released to invoicing by Service. By Freight Management: Freight costs are invoiced by Freight Management. Not applicable:The actual freight costs are ignored by Service.
Freight Costs Based On | Infor ERP LN adds the freight costs to the invoice-to business partner in the following ways: Possible values: Freight Costs: You can use the option to invoice the business partner based on the current information available on the freight costs for a shipment or load incurred by the carrier. The freight invoice amount is based on a carrier rate book in Pricing Control. Freight Costs (Update Allowed): You can use the option to send a second invoice to the external business partner if you have previously invoiced the BP and the actual freight costs differ from the amount invoiced. The initial freight invoice amount is based on a carrier rate book in Pricing Control. Client Rates: The freight invoice amount is based on client rate book in Pricing Control and stores freight service rates for a specific business partner. The invoice amount is independent of the actual freight costs made by the carrier. Not Applicable: No invoice for freight costs.
Freight Amount | The freight amount that is defaulted from the carrier rate book or the client rate book in Pricing Control. The freight amount is expressed in the order currency.
Freight Amount Binding | If this check box is selected, you cannot change the freight costs. You can calculate the Invoice Amount and select the check box to ensure that the amount is not recalculated or changed manually. The check box is unavailable and selected if the freight costs calculated for the originating sales order line are made binding. To make this line binding, the Freight Amount Binding check box is selected in the Sales Order Lines (tdsls4101m000) session. This check box is unavailable if the invoicing method is Freight Costs or Freight Costs (Update Allowed).
Effectivity Unit | A reference number on a sales order line or a sales quotation line that is used to model deviations for a unit effective item, or to peg purchase orders or production orders to a specific sales order line.
Revision | If the item required for the service order is being developed, the item's engineering item code is indicated in this field. Related topics Engineering Data Management (EDM)
Delivery Type | The delivery type. Note If the delivery type is set to To Warehouse, the serial status is visible. When the delivery type is From Warehouse in car, From Warehouse by Transport, From Service Kit, To warehouse by Transport, a warehouse order with the status set to Planned is generated in Infor ERP LN Warehousing. Use the issue/ receipt option in Service order actual materials cost (tssoc2121m000) session to issue or receive the items. If the service order is related to warranty claim and you select option Replenish Material in the Claim Method field in the Service Order - Lines (tssoc2100m100) session, you can select one of the following delivery types: From Warehouse From Service Inventory From BP's Inventory To Warehouse When you select one of the listed delivery types, a warehouse order is created when you approve the actual quantity in the Claim Lines (tssoc7110m000) session. Allowed values Possible values
Mandatory Return | The dealer must return the spare parts to the original equipment manufacturer (OEM). You cannot cost the claim line that is linked to this cost line till the spare parts are not returned by the dealer.
Activity Status | The current status of the service order activity for which the estimated material cost is specified.
Planned Transaction Date | If the delivery type is To Warehouse or To Warehouse by Transport, the date on which the unused materials are expected in the warehouse. If the delivery type is By Purchase Order, the date on which the items on the purchase order lines must be delivered. This date cannot occur before the date of purchase order creation. The value entered here is taken as the value for the Planned Receipt Date field on the purchase order header. Note This field is only available if the Delivery Type field is set to one of the following: To Warehouse To Warehouse by Transport By Purchase Order The following table shows the use of planned transaction date for various delivery types.
Delivery Type | Planned Transaction Date
To Warehouse | The date on which the unused materials are expected in the warehouse.
To Warehouse by Transport | The date on which the unused materials are expected in the warehouse.
From Warehouse | The date of issue from the warehouse.
From Warehouse in Car | The date of item issue.
From Warehouse by Transp | The date of item issue.
From Service Kit | The date of item issue.
By Purchase Order | The date on which the items on the purchase order lines must be delivered. This date cannot occur before the date of purchase order creation. The value entered here will be the value shown for the Delivery Date field on the purchase order header.
Note This field is not available to edit if the Delivery Type field is set to one of the following: From Service Inventory By Field Purchase
Replacement For | If the serialized item is to replace another, in this field, you can enter the line number of the item it replaces. You can only replace serialized items that are already listed in this session and that have the delivery type To Warehouse or To Warehouse by Transport. If the serialized item you replace is part of a physical breakdown, ERP LN updates the physical breakdown with the new item when you set the service order's status to Costed. Note You can only maintain this field if: The activity's status is Free, Planned, or Released. The Delivery Type is From Warehouse, From Warehouse by Transport, From Service Kit, From Warehouse in Car, or By Purchase Order.
Reference Item | Enter the PCS project item or a standard item. The reference item is referred to generate a customized item by creating a new PCS project for the sold-to business partner specified on the service order header. You can also link the reference item, as a project part, to an existing PCS project for the Sold-to BP specified on the service order header. The reference item can belong to the PCS project of any business partner. Note If a PCS project code is entered on the service order header, the items related to particular Sold-to BP of the PCS project code are allowed as main item in the service order estimated material lines.
Handled by | The employee defined is for Mobile Service. While you download the cost lines to the client, only the cost lines that belong to the particular engineer are downloaded. You can also use this field to update the cost lines. No functionality is available for this field in ERP. This functionality is added exclusively for Infor Mobile Service.
Cost Component | The cost line's cost component. Allowed values The material cost component selected for the item in the Items - Costing (ticpr0107m000) session. Note You can only maintain this field if the order status or the activity status is Free or Planned. Related topics Cost components Cost components in Service
Sales Price | The estimated sales price of the item. Allowed values The sales price of the item specified in the Items - Sales (tdisa0501m000) session.
Sales | The currency used to express sales values. Allowed values The service order's currency.
Cost | The estimated cost price of the item. Allowed values The cost price defined for the item in the Items - Costing (ticpr0107m000) session.
Cost | The currency used to express the cost values. Allowed values Your company's home currency.
Sales Amount | The total estimated sales amount of the items, as calculated by means of the following equation: Sales Amount = Sales * Quantities
Cost Amount | The total estimated cost amount of the items, as calculated by means of the following equation:
                                        Cost Amount = Cost * Quantities
Text | If this check box is selected, a text with further details of this estimated material cost line has been created. Related topics To use texts
Effectivity Unit | A reference number on a sales order line or a sales quotation line that is used to model deviations for a unit effective item, or to peg purchase orders or production orders to a specific sales order line.
Service Kit | If the service order's delivery type is From Service Kit, this field displays the code of the service kit that contains and delivers the required items. Note You can maintain this field manually if the activity status or order status is Released or Completed.
Warehouse | The warehouse from which the item must be delivered. Allowed values If the cost line's delivery type is: From Warehouse From Service Kit By Purchase Order To Warehouse For internal service, the default value is the warehouse of the service center, if not defined, the warehouse of the item. For external service, the default is the warehouse of the service area, if not defined, the warehouse for the service center. Otherwise, the warehouse of the item. If the cost line's delivery type is: From Warehouse in Car From Warehouse by Transport To Warehouse by Transport For internal service no warehouse can be specified. For external service the warehouse of the service area, if not present, the warehouse for the service center. Otherwise, the warehouse of the item. If the cost line's delivery type is: From Service Inventory By Field Purchase No warehouse can be specified. Note You can only maintain this field if the activity status (if the cost is specified for an activity) or the order status is Free or Planned.
Shipping Address | The ship-to business partner's address code.
Ship-to Address | The ship-to business partner's name.
Statistical Info | Statistical import/export data that is not available as standard information in ERP LN, but which is required on the sales listing or the Intrastat declaration by some of the EU member states. You can add up to 15 data fields to the Intrastat statistical data by defining them as extra Intrastat information set. You can assign the extra Intrastat information sets to warehouse order lines.
Buy-from BP | The code of the buy-from business partner who is the preferred supplier of the item. Allowed values The buy-from business partner selected for the item in the Items - Purchase (tdipu0101m000) session. Note This field is only active if the cost line's Delivery Type is By Purchase Order.
Buy-from B.P. | The name of the buy-from business partner.
Purchase Order/ Line | The service order line's purchase order for material requirements. Note ERP LN creates the purchase order, if required, when you run the global SRP for a service order.
/ | The item's relevant line in the purchase order. Note In Service, only global SRP creates the purchase-order lines, if required, for a service order.
Quantity | The estimated quantity of the item, required for the service order. If the item is serialized, you cannot maintain this field and the value displayed is 1. If the item's Inventory Unit is of the physical quantity Length, Area (m2) or Volume, ERP LN uses the field values you enter in the Item Dimensions section to calculate the value in this field. You can change the calculated value, if required. Note The quantity is expressed in the item's Inventory Unit that you select for the item in the Item - General (tcibd0101s000) session.
[ | The unit used to express the estimated required quantity of the item. Note This unit is the Inventory Unit that you select for the item in the Item - General (tcibd0101s000) session.
Length | The unit used to express the item's dimensions. Note This unit is the value selected for the Unit of Measure field in the Service Order Parameters (tssoc0100m000) session.
Length | The estimated Length of the item, which is required for the service order. ERP LN uses the value you enter to determine the item's Estimated Quantity, by means of the following equation:
                                        Length * Width * Thickness * Number of Units
( Thickness is only used if the item's Inventory Unit is a Volume; Width is only used if the Inventory Unit is a Volume or an Area (m2).) If the item's Delivery Type is By Purchase Order, ERP LN copies the dimensions to the corresponding fields of purchase order line (when you run the global SRP for the service order). Note You can only maintain this field if the item's Inventory Unit you selected in the Items - General (tcibd0501m000) session has a Physical Quantity of type Length, Area (m2), or Volume.
Thickness | The estimated thickness of the item, required by the service order. The value you enter determines the item's default Estimated Quantity by means of the following equation:
                                        Length * Width * Thickness * Number of Units
If the item's Delivery Type is By Purchase Order, ERP LN copies the dimensions to the corresponding fields of purchase order line when you run the global SRP for the service order. Note You can only maintain this field if the item's Inventory Unit, which you select in the Items - General (tcibd0501m000) session, has a Physical Quantity of type Volume.
Width | The estimated width of the item, required by the service order. The value you enter determines the item's default Estimated Quantity by means of the following formula:
                                        Length * Width * Thickness * Number of Units
( Thickness is not used in the formula if the item's Physical Quantity is Area (m2).) If the item's Delivery Type is By Purchase Order, ERP LN copies the dimensions to the corresponding fields of purchase order line when you run the global SRP for the service order. Note You can only maintain this field if the item's Inventory Unit, as specified in the Items - General (tcibd0501m000) session, has a Physical Quantity of type Area (m2) or Volume.
Number of Units | The number of units of the item, required for the service order. ERP LN uses the value you enter to determine the item's Estimated Quantity by means of the following equation:
                                        Length * Width * Thickness * Number of Units
( Thickness is only used if the item's Inventory Unit is a Volume; Width is only used if the Inventory Unit is a Volume, or an Area (m2).) Note You can only maintain this field if the item's Inventory Unit, as specified in the Items - General (tcibd0501m000) session, has a Physical Quantity of type Length, Area (m2), or Volume.
On Hand | The inventory on hand of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.
On Order | The inventory on order listed for the item in the Warehouse - Item Inventory (whwmd2115s000) session.
Allocated | The allocated inventory of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.
Allocation and Hard Pegging Type | The allocation and hard peging type. Infor ERP LN allocates the inventory for a specific demand. Infor ERP LN uses the item specifications to match the demand and supply of inventory. Note Allocation and Hard Pegging is applicable only for the following delivery types: From Warehouse From Warehouse in Car From Warehouse by Transport From Service Kit By Purchase Order Select the allocation and hard pegging type for the service order lines. This field can have the following values: Business Partner Based The inventory supply for the Service Order cost line must be allocated and/or hard pegged to the sold-to BP. Order Based The inventory supply for the service order cost line must be allocated and/or hard pegged to the service order. Customer Reference Based The supply for the Service Order cost line must be allocated and/or hard pegged to the customer reference Internal Reference Based The supply for the Service Order cost line must be allocated and/or hard pegged to the internal reference. Not Applicable The allocation and hard pegging is not applicable. Note The field is available only when you select the Allocation and Hard Pegging check box in the General Service Parameters (tsmdm0100m000) session.
Business Partner | The name of the business partner. The inventory supply for the service order cost line must be allocated and/or hard pegged to the sold-to BP.
Business Object Type | The type of business object. Example service order.
Business Object | The identifier of the business object. Example service order number.
Business Object Reference | The reference to the business object. Example the line number of the service order.
Reference | A reference code to which the inventory is allocated. Infor ERP LN can use the inventory only for an order with same reference number. Note The field is enabled only when you set the Allocation and Hard Pegging Type field to one of the following: Internal Reference Based Infor ERP LN uses the field to record an internal reference. Customer Reference Based Infor ERP LN uses the field to record a reference code that is defined by a customer.
Use Unallocated Inventory | If this check box is selected, Enterprise Planning uses unallocated inventory to match and meet the inventory demand and supply. If this check box is cleared, Enterprise Planning does not use unallocated inventory to meet the inventory demand. Note Infor ERP LN matches the inventory demand and supply in the following order of priority: Allocated inventory Unallocated inventory
Warehouse | The Warehouse from which the items are delivered.
Description | The name of the warehouse from which Infor ERP LN delivers the items.
Allocated to Quantity | The inventory that is allocated in the warehouse as specified in the service order.
Unit | The inventory unit in which the item is measured. Note You can select the item's Inventory Unit in the Item - General (tcibd0101s000) session.
Allocated to Quantity | The inventory that is allocated in the warehouse as specified in the service order.
Hard Pegged to Quantity | The total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the sales unit. This quantity is hard peggeed to the service order cost line.
Hard Pegged to Quantity | The total quantity of supply orders that is hard pegged and received in the warehouse as specified in the service order measured in inventory unit.
Unallocated Quantity | The inventory of the item that is available in the warehouse that can be allocated to service order, measured in sales unit.
Unallocated Quantity | The inventory of the item that is available in the warehouse that can be allocated to service order, measured in inventory unit.
Commands | Description
Perform ATP check | Performs the ATP check for the selected service order estimated material cost and updates the ATP date. In case the item, quantity, warehouse or delivery date are changed then the ATP check is performed again and the ATP date is updated. Related topics ATP Impact of ATP Date
Print Service Orders | Prints the service orders.
Configuration Tree | Use this option to view the list of clusters for a particular Sold-to-BP represented in the graphical form.
Failure Analysis | Starts the Service Resolution - Failure Analysis (tsclm3170m000) session to maintain and register Service Resolution – Failure Analysis of service order, maintenance sales order, or work order.
Generate | Click to generate a serial number.
Freight Amount | Use this command to calculate the freight amount for planned deliveries.
Alternative Items-Item Breakdown | Starts the Alternative Items-Item Breakdown (tscfg1120m000) session. You can select an alternative item only when the Item field is editable. You can select the option based on the Work Order Status field and the Delivery Type. The Work Order Status field must be set to Free or Planned. The delivery type must be one of the following: From Warehouse From Warehouse in Car From Warehouse by Transport From Service Kit From Service Inventory By Field Purchase Supplier Direct Delivery
Alternative Items | Starts the Alternative Items(tsibd0505m000) session. You can select an alternative item only when the Item field is editable. You can select the option based on the Work Order Status field and the Delivery Type. The Work Order Status field must be set to Free or Planned. The delivery type must be one of the following: From Warehouse From Warehouse in Car From Warehouse by Transport From Service Kit From Service Inventory By Field Purchase Supplier Direct Delivery