| Part Lines (tsmsc1110m000) |  |
| Use this session to create or modify maintenance sales order lines. In this session, you can do the following: View Coverage Lines (tsmsc1120m000). Cancel Maintenance Sales Order - Item Line (tsmsc1210m000). View Work Orders (tswcs2100m000). Change Physical Breakdown (tscfg2220m000). Create Maintenance Sales Quotations (tsepp1100m000). Note When you cancel the maintenance sales order line, Infor ERP LN also cancels the following: Maintenance Sales Order Quotation. Work Order. Related topics Shop maintenance/Depot repair To cancel maintenance sales orders Coverage line types and item line pricing methods To use an overview session To use a details session To maintain records in an overview session
Fields | Description
Maintenance Sales Order | The order number for which the item lines must be maintained.
Line Number | The item line number.
Line Status | Sales order line status
Related to Line | The line number of the item line to which an item can be related.
Line Procedure | Line Procedure. Allowed values Receipt Maintenance Loan Delivery If the line procedure is Delivery or Loan, the Reference Item field is enabled. Note You can convert part loan to part delivery, and part maintenance line to part receipt.
Item | The item or item code part of a serialized item. If you specify any value in the Reference Item field, the field is disabled.
Serial Number | The serial number of the serialized item. You can manually enter the serial number. The following are the two possible conditions: When the item number is specified Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session. When the item number is not specified A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Item (tscfg2100m000) session opens and displays all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated. When you enter the serial number that is linked to only one serialized item, the Item, Description, Quantity, and Department fields are populated. Note In case the serial number entered is incorrect, ERP LN displays an error message. Note You can specify only those serial numbers which are linked to an item.
Revision | engineering item revision
Serial Status | The serialized item that is returned to the warehouse using the Convert to Part Receipt option, can have the following status: Defective: Item is not operational. Working Condition: Item is operational but returned, possibly because of replacement by a more advanced component. To be recycled: The item is not operational and must be scrapped. The item must undergo recycling procedures (WEEE standards). The item must be stored in the warehouse to be disposed of later.
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.
Label | This field is used to handle repair of items unknown in ERP LN. The incoming defective item is given a label, which is stored in this field. The label identifies the item throughout the maintenance work cycle.
Quantity | The unit in which the quantity is expressed.
Quantity | The number of items to be received, delivered, or maintained.
Cluster | The code that identifies the cluster, which can be the cluster to which the item coming for maintenance belongs, or the cluster to which the item is going.
Extra Intrastat 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.
Reference Item | The reference item that is linked to the order line. When the following two conditions are met, the field is enabled: The Item field is empty. The value selected in the Line Procedure field is one of the following: Loan Delivery
Reference Item | The description of the reference item.
Reported Problem | The problem that is reported by the customer.
Description | The description of the problem.
Expected Solution | The probable solution for the reported problem.
Description | The description of the solution.
Expected Problem | The problem that is expected.
Description | The description of the problem.
Actual Problem | Indicates the actual problem. When a call is transferred to a maintenance sales order, the value is imported from Call Management.
Description | The description of the problem.
Actual Solution | The solution for the problem.
Problem Text | If this check box is selected, a text that contains the problem that was reported by the customer is available. When a call is transferred to a maintenance sales order, this text is retrieved from Call Management.
Solution Text | If this check box is selected, a text that contains the solution is provided. When a call is transferred to a maintenance sales order, this text is retrieved from Call Management.
Department | The code of the service department that is responsible for carrying out the maintenance activities.
For... | The default execution department is...
Anonymous item | Service department of the anonymous item
Cluster and anonymous item | Service department of cluster
Serialized item | Service department of serialized item
Cluster and serialized item | Service department of serialized item
Anonymous item without department | Service office of maintenance sales order header (1) Service department from service engineer (2)
(1) For Maintenance line. (2) For Call Management.
Reference Activity | The reference activity that defines the maintenance work on the specified item and that is used for the work order that is created for the actual execution of the maintenance work.
Work Order | The number of the work order if the item line resulted in a work order.
Allocation and Hard Pegging Type | The allocation and hard pegging type that Infor ERP LN allocates to 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 line procedures: Part Loan Part Delivery Part Maintenance Select the allocation and hard pegging type for the maintenance sales order lines. This field can have the following values: Business Partner Based The inventory supply for the maintenance sales order line is allocated and/or hard pegged to the sold-to BP. Order Based The inventory supply for the maintenance sales order line is allocated and/or hard pegged to the maintenance sales order line. Customer Reference Based The supply for the maintenance sales order line is allocated and/or hard pegged to the maintenance sales order line. Customer Reference is used for subcontracting. In the subcontractor's system, the customer reference is populated by the manufacturer, using electronic messages . 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. 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.
Business Partner | The description of the business partner.
Business Object Type | The type of business object. Example maintenance sales order.
Business Object | The identifier of the business object. Example maintenance sales order.
Business Object Reference | The reference to the business object. Example the line number of the maintenance sales order.
Reference | A reference code to which the inventory is allocated. Infor ERP LN can use the inventory only for an order with the 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 Use Unallocated Inventory is not applicable for part maintenance and part receipt lines.
Service Type | You can define Issue and Receipt warehouse order types for a service type in the Service Types (tsmdm0130m000) session. When a warehouse order is created for a maintenance sales order, Infor ERP LN selects the warehouse order of type Issue or Receipt that is defined for the service type. If no Issue or Receipt warehouse order type for the service type is defined, Infor ERP LN selects the default warehouse order type that is defined in the Default Warehouse Order Types by Origin (whinh0120m000) session.
Service Type | The description or name of the code. service type.
Pricing Method | The pricing method that Infor ERP LN uses to invoice the maintenance work. Allowed values Budgeted Costs. Single Fixed Price. Repair Warranty Infor ERP LN selects this value only if repair warranty is applicable on the item that is specified in the part maintenance line. Quotation Fixed Infor ERP LN selects this value only if the proposal method of the originating maintenance sales order quotation is Fixed. Quotation Fixed Plus Infor ERP LN selects this value only if the proposal method of the originating maintenance sales order quotation is Fixed Plus. The Pricing Method field in the Maintenance Sales Order line can be changed if it has the status In Process, the corresponding coverage line does not have the status Costed or Posted to Finance, and if the status of the corresponding Work Order is not Planned. Note Pricing Method can be Repair Warranty, Quotation Fixed, and Quotation Fixed Plus only if the line procedure is Part Maintenance.
Sales Price | The agreed price for the maintenance work. For the sale of replacements, this field indicates the sales price of the item. Note This field is only available if the pricing method is Single Fixed Price.
Sales Price | The currency in which the sales price is expressed.
/ | The unit in which the sales price is expressed.
Sales Type | Indicates multiple accounts by one invoice-to business partner.
Service Contract | The number of the service contract that covers the maintenance/sales performed under this order line.
Coverage Time | The date and time that is used to calculate the coverage amount.
Reason | The reason for canceling the item line.
Time | The date and time of the cancellation.
Initiated | If this check box is selected, it indicates that the sales order is initiated for cancellation. Note You cannot cancel an item line on which work has already been done. In such cases, the cancellation procedure will select this check box, which will then indicate that further execution of work must stop.
Text | If this check box is selected, it indicates that text with further cancellation details is available. Related topics To use texts
Interrupted | If this check box is selected, Infor ERP LN does not allow any change in the maintenance sales order line and work oder. Important! This is a display field. Infor ERP LN selects the check box when you create a quotation.
Interruption Reason | The reasons for which the Infor ERP LN interrupts the maintenance sales order line. The interruption reason is populated from the Work Order Parameters (tswcs0100m000) session when you create a quotation. Note You can define the interruption reasons in the Work Order Parameters (tswcs0100m000) session.
Call | The corresponding call number if the maintenance sales order originates from a call.
Quotation | The number of the quotation that is linked to the maintenance sales order.
Quotation Line | The number of the quotation line that is linked to the maintenance sales order line.
Planned Time | The planned receipt time of the item in the warehouse or location specified.
Warehouse | The warehouse in which the item will be received. Note This field can only be filled in if the item is maintained in the Items - General (tcibd0501m000) session in ERP LN. If the line procedure is Maintenance, you can specify a location instead of a warehouse.
Lot Selection | The specific conditions that can be established for lot items on order lines. These conditions are: Any The goods to be received or shipped are not subject to specific lot conditions. You can use more than one lot. Same You can select any lot for receipt or shipment, but the entire receipt or shipment must have the same lot. Specific You can receive or ship only one, specific lot.
Lot | The lot to be received.
Location | The location where the item is anticipated/received.
Quantity | The quantity to be received.
Time | The time at which the item is actually received. This time isautomatically filled in when the warehouse inbound procedure is completed or when the item receipt is confirmed using the Confirm Item Receipt/Delivery in Location (tsmsc1100m200) session. Note If you specify a location, you must manually enter the time. A value in this field indicates the completion of the receipt procedure.
By Appointment | If this check box is selected, shipment is done by appointment. The planned shipment time then remains fixed and can no longer be modified.
Accessories | If this check box is selected, it indicates that the incoming part has accessories.
Accessories Text | If this check box is selected, a text with further details on the accessories that accompany the incoming part is available. Related topics To use texts
Planned Time | The planned delivery time of the item in the warehouse or location specified.
ATP Date | The ATP date when the specific spare part is available in the warehouse. Note ATP Date in Part MSO Line is populated only if the ATP check is successfully performed . The ATP date is updated automatically. When the ATP date is greater than the planned delivery date, ERP resets the schedule start time and the planned delivery date to the corresponding ATP date. The ATP date is not updated when the following occurs: The Item is not present in the warehouse. The master plan is not present. The date does not fall within the range that is specified in the master plan horizon. Related topics Impact of ATP Date
Warehouse | The warehouse from which the item must be returned or delivered to the customer. Note If the line procedure is Maintenance, you can specify a location instead of a warehouse.
Lot Selection | The specific conditions that can be established for lot items on order lines. These conditions are: Any The goods to be received or shipped are not subject to specific lot conditions. You can use more than one lot. Same You can select any lot for receipt or shipment, but the entire receipt or shipment must have the same lot. Specific You can receive or ship only one, specific lot.
Lot | The lot to be delivered.
Location | The location from which goods are delivered after completion of maintenance work.
Quantity | The quantity to be delivered.
Time | The time at which the item is actually delivered. This time is filled in automatically when the warehouse outbound procedure is completed,or the item delivery is confirmed using the Confirm Item Receipt/Delivery in Location (tsmsc1100m200) session. Note If you specify a location, you must manually enter the time. A value in this field indicates the completion of the delivery procedure.
Replacement For | The Line Procedure of the related line.
Maintenance Sales Order | Sales order status
Work Order | Work Order Status
Repair Warranty | If this check box is selected by default, it indicates that Repair warranty coverage is applicable for the Part Maintenance line.
Residual Value | The value at which the service company prices the item in the inventory.
Calculate Residual Value | To default the new residual value, ERP LN adds the average repair cost to the existing residual value. Note
    Residual value = Item Residual Value (before repair) + Average Repair Costs
Generate Freight Order | If this check box is selected, Infor ERP LN generates a freight order from maintenance sales order.
Freight Order Present | The checkbox is used to indicate the presence or absence of a freight order for the work order line. Note By default, the checkbox is selected.
Route | The route that is entered on the originating order. The default value is taken from the freight order header.
Route | The description or name of the code. route.
Planned Carrier | The carrier that receives the goods on the current freight order line. The value in this field is taken from the freight order header. If the load building engine finds other carriers that offer lower prices and/or provide a better planning scope, the carrier that you enter in this field is overruled. 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 that you select in this field. However, as a rule, the load building engine does overwrite the carrier that you select in this field if the engine finds another carrier that offers lower prices and/or a more favorable planning scope. To specify 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. If the Load Planning check box is cleared for the freight order line, a freight order line is available for clustering. If no carrier is selected in the Carrier field, this field is unavailable.
Freight Service Level | The freight service level allows 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 in the order. For direct deliveries, the value is taken from the sales order. Related topics The use of freight service levels
Freight Service Level | The description or name of the code. freight service level.
Invoice for Freight | Select the option to indicate how the freight costs are invoiced to the business partner. The possible values are as follows: 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 this option to invoice the business partner based on the current information that is 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 this option to send a second invoice to the external business partner if you previously invoiced the BP and the real freight costs differ from the amount that is invoiced. The initial freight invoice amount is based on a carrier rate book in Pricing Control. Client Rates: 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 that are 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 of Pricing Control. The freight amount is expressed in order currency.
Freight Amount Binding | If this check box is selected, the freight costs cannot be changed. You can calculate the Invoice Amount and select the check box to ensure that the amount is not recalculated or manually changed. The check box is unavailable and selected if the freight costs that are calculated for the originating sales order line are made binding. To make this line binding, select the Freight Amount Binding check box in the Sales Order Lines (tdsls4101m000) session. If the invoicing method is Freight Costs or Freight Costs (update allowed), this check box is unavailable. Related topics Recalculate for shipment differences Freight cost revenue calculation at order entry. Invoicing methods.
Planned Loading Time | The planned date and time on which loading is to take place at the ship-from location.
    Planned load time=(Planned Receipt Time)-(Time to travel from BP to Warehouse)
Actual Loading Time | The date and time on which loading has actually been carried out. To update the actual loading time, confirm Receipt in Freight Management.
Actual Carrier | The actual carrier that receives the goods.
Load | The freight load that is carried out by the carrier.
Shipment | The freight shipment that is transported in the load.
Weight | The weight of the goods that are listed on the cluster line before transportation takes place.
Weight Unit | The unit in which the weight is expressed. The default measuring units used in Freight Management are defined in the Freight Master Data Parameters (fmfmd0100m000) session.
Reference | A free text field, in which you can enter a descriptive text or code. Default texts are taken from the corresponding freight order line. Entries in this field are not unique.
Generate Freight Order | If this check box is selected, Infor ERP LN generates a freight order from maintenance sales order.
Freight Order Present | This checkbox is used to indicate the presence or absence of a freight order for the work order line. Note By default, the checkbox is selected.
Route | The route that is entered on the originating order. The default value is taken from the freight order header.
Planned Carrier | 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. If the load building engine finds other carriers that offer lower prices and/or provide a better planning scope, the carrier that you enter in this field is overruled. 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 Freight Management in multisite environments
Carrier Binding | You can use this option to prevent the load building engine from overwriting the carrier that is selected for a given freight order line. Note The default value is set to No. The field is available only if you define the carrier in the Carrier field.
Freight Service Level | The freight service level allows you to indicate the preferred transportation time for the item listed on the order line.
Invoice for Freight | Select the value to indicate how you can invoice the freight costs to the business partner. This field can have the following values: (Finance) By Service By Freight Management Not applicable
Freight Costs Based On | Select the method to invoice the freight rates to the business partner. This field can have the following values: (Finance) Freight Costs: You can invoice the business partner based on the existing information. Freight Costs (Update Allowed): Use this option to make changes in the freight costs by sending a second invoice to the business partner. Client Rates: Freight costs are based on the client rate book in Pricing Control. Not Applicable: No invoice for freight costs.
Freight Amount | The calculated transportation costs for the goods that are listed on the current order or order line.
Freight Amount Binding | If this check box is selected, the freight costs cannot be changed. You can calculate the invoice amount and select this check box to ensure that the amount is not recalculated or manually changed. If the freight costs that are calculated for the originating sales order line are made binding, this check box is unavailable and selected. To make this line binding, select the Freight Amount Binding check box in the Sales Order Lines (tdsls4101m000) session. If the invoicing method is Freight Costs or Freight Costs (update allowed), this check box is unavailable.
Actual Carrier | The actual carrier that delivers the goods.
Planned Unloading Time | The planned date and time on which unloading is to take place at the ship-to location. The default value is the planned delivery time.
Actual Unloading Time | The date and time at which unloading has actually been carried out. The default value is the planned delivery time. To update the actual unloading time, confirm the delivery in freight management.
Load | The freight load that is carried out by the carrier.
Shipment | The freight shipment that is transported in the load.
Weight | The weight of the goods that are listed on the cluster line before transportation takes place.
Weight | The unit in which the weight is expressed. The default measuring units used in Freight Management are defined in the Freight Master Data Parameters (fmfmd0100m000) session.
Reference | A free text field, in which you can enter a descriptive text or code. Default texts are taken from the corresponding freight order line. Entries in this field are not unique.
Covered Item | The code of the covered item. Use this field to check if you can provide coverage (either from a Warranty or from a Contract) to the item that is delivered or loaned to the customer Note The Contract/Warranty is picked up based on the Covered Item/Serial.
Covered Item Serial Number | The serial number of the covered item.
Converted From | Indicates that the line is converted from other line procedures. Note The default value is Not Applicable. The following are the other possible values: Part Maintenance: When the line is converted from Part Maintenance to Part Receipt. Part Loan: When the line is converted from Part Loan to Part Delivery.
Receipt Reason | Displays the reason for which the line is converted to Part Receipt.
Receipt Reason | The description or name of the code. receipt reason.
Commands | Description
Convert to FixedPlus Quotation | Sets the Proposal Method of the quotation to Fixed Plus.
Create Quotation | Creates the quotation and populates the maintanance sales order quotation number in the Contract Quotation field.
Accept Quotation | Use Accept Quotation to register a customer's approval of a maintenance sales order quotation. Infor ERP LN changes the status of the quotation to Accepted. When you accept a quotation, Infor ERP LN makes the following modifications: Clears the Interrupted check box. Clears the Interruption Reason field.
Reject Quotation | Use Reject Quotation to register a customer's rejection of a maintenance sales order quotation. Infor ERP LN rejects the quotation and changes the status of the quotation to Canceled. When you reject a quotation, Infor ERP LN makes the following modifications: Clears the quotation number from the Contract Quotation field. Clears the Interrupted check box. Clears the Interruption Reason field.
Coverage Lines | Starts the Coverage Lines (tsmsc1120m000) session.
Print Draft Invoice | Use this option to print the draft invoice. This option is enabled when: The status of the maintenance sales order line is In Process or Completed. Note: If the Total Invoice check box is selected, then all the coverage lines will be printed in the draft invoice. If the Total Invoice check box is cleared, then the coverage lines are printed individually. Only the coverage lines with status Free are considered for printing.
... (Lot and Serial Set - Receipt) | Starts the Lot and Serial Set (tcibd41110m000) session wherein you can enter lot details when the Lot in Inventory checkbox is cleared, and the Register Lot Issue in Service and Maintenance field is set to Yes, in the Item Warehousing (Whwmd4100s000) session. You can only view the lot details when the Register Lot Issue in Service and Maintenance field is set to No. The button is enabled only when the item is lot controlled. Note You can enter the lot details till the status of the order is less than Costed.
...(Lot and Serial Set - Delivery) | Starts the Lot and Serial Set (tcibd41110m000) session wherein you can enter lot details when the Lot in Inventory checkbox is cleared, and the Register Lot Issue in Service and Maintenance field is set to Yes, in the Item Warehousing (Whwmd4100s000) session. You can only view the lot details when the Register Lot Issue in Service and Maintenance field is set to No. The button is enabled only when the item is lot controlled. Note You can enter the lot details till the status of the order is less than Costed.
Cost | Enables you to cost the maintenance sales order line using the Close Maintenance Sales Orders (tsmsc1200m000) session.
Cancel... | Enables you to cancel the maintenance sales order line using the Cancel Maintenance Sales Order - Item Line (tsmsc1210m000) session.
Item Receipt | Click to calculate the actual receipt time for the work order.
View Work Order/Activity | Click to view work order details in the Work Orders (tswcs2100m000) session.
Serialized Item Dashboard | Starts the Serialized Item Dashboard (tscfg2100m100) session.
Freight Amount | Use this command to calculate the freight amount for planned receipts.
Freight Amount | Use this command to calculate the freight amount for planned deliveries.
Calculate | Calculates the planned receipt time.
Calculate | Calculates the planned load time
Calculate | Calculates the planned unload time
Calculate | Calculates the planned delivery time
Freight Plan | Retrieves the actual freight information from the carrier, shipment, load, weight and weight unit.
Freight Plan | Retrieves the actual freight information from the carrier, shipment, load, weight and weight unit.
Perform ATP check | Performs the ATP check for the selected line 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.
ATP Handling | Starts the ATP Handling (tdsls4899m000) session. Use the session to view proposals based on fixed warehouse or fixed date. You can accept the proposal. The specific warehouse or ATP date is changed in the corresponding material sales order line.
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
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