| Service Order Parameters (tssoc0100m000) |  |
| This session contains: A history list of parameter sets and the effective dates of each set. The most recent parameter sets are at the end of the list. The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. In the Print Service Parameters (tsmdm0400m000) session, you can print and compare the parameter sets. To view or change the current parameters, double-click the set without an effective date that appears at the top of the list to run the Service Order Parameters (tssoc0100m000) session . If you make changes and save the new parameter setting, ERP LN performs the following actions: Adds the new set at the end of the history list. Updates the current set at the top of the list. Note By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text.
Fields | Description
Effective Date | The date and time as of which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting.
Description | The description of the parameter set, for example, the reason why the previous setting was changed.
Number Group Service Order Quotations | The code of the number group used for service order quotations.
Description | The description or name of the code.
Quotation History | This parameter indicates the quotation information that will be stored when a quotation is moved to history. Select one of the following options: None ERP LN deletes the service-order quotations and no history data is stored. Header ERP LN only posts the service-order quotation's header data to history. Header & Terms ERP LN posts both the header information and the corresponding terms of the service-order quotation to history.
Effectivity Period of Quotations [Days] | The number of days that a service-order quotation is valid. This number determines the default value of the Quotation Expiry Date field in the Service Order Quotations (tssoc1100m000) session when you create a new service-order quotation.
Number of Extra Quotation Copies [0-9] | The number of extra copies printed when you print a service order quotation.
Cost Component for Quotation Invoicing | If you create a service order from a service-order quotation, ERP LN can create an invoice for the amounts agreed to in the service-order quotation. In this field, you can enter the default cost component used to create the invoice.
Cost Component for Quotation Invoicing | The name or description of the cost component.
Use Margin Control | If this check box is selected, gross margin (GM) control on service-order quotations is enabled. When the price of a service-order quotation is calculated, the gross margin is checked. If the margin exceeds the lower or upper limit, a signal appears. If this check box is cleared, the gross margin control on service-order quotations is disabled. If this check box is cleared, the Gross Margin and Net Margin are not filled in the Service Order Online Margin Control (tssoc4500m000) session. The following table lists the results of the various values:
| Yes | No
Lower margin | Applicable | Not Applicable
Upper margin | Applicable | Not Applicable
Margin base | Applicable | Not Applicable
The gross margin is calculated according to one of the following basic formulas:
    gross margin = (sales - cost of sales) / sales
    gross margin = (sales - cost of sales) / cost of sales
Margin Base | Select whether the gross margin is calculated based on the sales value or on the cost of sales.
Repair Warranty | Default service type used to categorize service order generated/created from bad fix calls, manual service orders, or from planned activities. This service type is used to determine whether Repair Warranty is applicable for the service order. Note This field is not mandatory. If you leave the Repair Warranty service type field empty, a warning message appears. Related topics Repair Warranty
Formula | Sales amount of the service order quotation.
Cost | The cost amount of the service order quotation.
Denominator | The margin base or denominator, which is determined by the value selected in the Margin Base field.
% | Gross margin numerator.
Lower Margin | The percentage by which the actual sales price is allowed to be lower than the cost price. The upper and lower margins enable you to monitor sales using gross margins. When the costs of a service order quotation are calculated, if the gross margin percentage drops below this lower limit a warning message appears. Note This field is unavailable if the Use Margin Control check box is cleared. This field is applicable only for the Service Order Quotations (tssoc1100m000) session.
Upper Margin | The percentage that the actual sales price can exceed the cost price. The upper and lower margins enable you to monitor sales by means of gross margins. When the costs of a service order quotation are calculated, if the gross margin percentage exceeds this upper limit, a signal is given. Note This field is unavailable if the Use Margin Control check box is cleared. This field is applicable only for the Service Order Quotations (tssoc1100m000) session.
ATP Check Enabled | If this check box is selected, an ATP check is performed. Related topics ATP Impact of ATP Date
Type for Material Requirement | 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. Default value The default value is Not Applicable. You can change the allocation and hard pegging type. Allocation and Hard Pegging Types Select the allocation and hard pegging type. 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.
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 Important! The field is disabled only when you select Not Applicable in the Type for Material Requirement field.
Number Group Service Orders | The code of the number group used to identify service orders. Related topics To use number groups and series Number groups in Service
Number Group Costing Sheets | The default number group for blank service-order costing-sheets. Related topics Number groups in Service . To use number groups and series
Unit of Measure | The unit used to express length (and width) in material cost lines. You must select this check box if this field is already used in the service-order material-costs. Allowed values: Only unit codes with the physical-quantity value Length are permitted.
Unit of Measure | The name of the unit of measure.
Service Order History | If this check box is selected, you can transfer orders to service-order history. If this check box is cleared, you cannot copy the service order to History. You cannot delete closed or cancelled orders. Instead, you can only delete service orders. This applies for service order quotations, as well.
Number Group FCOs | The default number group used to identify field change orders (FCOs). Related topics Number groups in Service To use number groups and series
Number Group Claim Header | The number group that is used to generate first free numbers for claim header.
Matching Claim Number | If this check box is selected, the unique service order number is also assigned to the claim number.
Service Order Quotations | The code you enter in this field will be the default service type used to categorize the generated service order.
Service Order Quotations | The description or name of the service type.
Default Service Order Type for Manual Service Order | The code of the default service type used to categorize a service order activity generated from a manual service order if no service type is specified for the manual service order.
Field Change Orders | The code of the default service type used to categorize a service order activity from a field change order (FCO) if no reference activity is specified for the FCO. If a service order activity is generated from a field change order (FCO), and no service type is specified for the FCO, the code entered in this field will be the default service type used to categorize the generated service order activity.
Planned Activities | If a service order activity is generated from a preventive maintenance plan ( planned activities ), and no service type is specified for the planned activities, the code entered in this field will be the default service type used to categorize the generated service order activity.
Calls | When a service order activity is generated from a service call, if no service type is specified for the service call, the code you enter in this field will be the default service type used to categorize the generated service order activity.
Tool Refurbishment | The default service type code that is used to categorize a service order activity generated from a tool refurbishment if no reference activity is specified for the tool refurbishment.
Inspections | The default service type code used when the follow-up service order is created from an inspection.
Project | The default service type code used when the follow-up service order is created from an ERP Project.
First Order Procedure Step for Blocking | This field dictates the number of stages at which a service order must be checked to check that the service order meets any of the selected signaling and blocking parameters, and if so is blocked by ERP LN.
Signal If Credit Limit is Exceeded | If this check box is selected, ERP LN signals the user if the credit limit of an invoice-to BP is exceeded. If this check box is cleared, no signal is given, even if the credit limit of the invoice-to BP is exceeded.
Block If Credit Limit is Exceeded | If this check box is selected, ERP LN blocks the service order if the credit limit of the invoice-to BP is exceeded. If this check box is cleared, the service order will not be blocked, even if the credit limit of the invoice-to BP is exceeded.
Signal If Credit Review is Overdue | If this check box is selected, ERP LN signals the user if the credit review of the invoice-to BP is overdue. If this check box is cleared, no signal is given, even if the credit review of the invoice-to BP is overdue.
Block If Credit Review is Overdue | If this check box is selected, ERP LN blocks the service order if the credit review of the invoice-to BP is overdue. If this check box is cleared, the service order will not be blocked, even if the credit review of the invoice-to BP is overdue.
Signal If Invoice is Overdue | If this check box is selected, ERP LN signals the user if the invoice-to BP has an overdue invoice. If this check box is cleared, no signal is given, even if the invoice-to BP has an overdue invoice.
Block If Invoice is Overdue | If this check box is selected, ERP LN blocks the service order if the invoice-to BP has an overdue invoice amount. If this check box is cleared, the service order is not blocked, even if the invoice-to BP has an invoice amount overdue.
Signal If business partner is Doubtful | If this check box is selected, ERP LN signals the user if the invoice-to BP is doubtful. If this check box is cleared, no signal is given, even if the invoice-to BP is doubtful.
Block If business partner is Doubtful | If this check box is selected, ERP LN blocks the service order if the invoice-to BP is doubtful. If this check box is cleared, the service order is not blocked, even if the invoice-to BP is doubtful.
Use Manufacturing Projects | If this check box is selected, integration with the Project Control module in Manufacturing is possible. If this check box is cleared, integration with the Project Control module in Manufacturing is not possible.
Order Escalation Time | The period of time after which a released emergency service order will be treated as a deferred emergency service order. For an emergency service order not yet attended by a service engineer, when the order release date/time plus the order escalation time occurs in the past, that order is treated as a deferred emergency service order. The list of such orders can be viewed using the Deferred Emergency Service Orders (tssoc2502m000) session.
Distance | If you select the Distance and the Consolidate Travel cost check box, ERP LN creates a separate cost line for traveling distance in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Run Global Service Resource Planning (tssoc2260m000) session. Note If you do not select the Consolidate Travel cost check box, ERP LN creates a separate cost line for traveling distance in the Service Order Actual Other Costs (tssoc2141m000) session.
Cost Component for Traveling | The default cost component for traveling expenses in Service Order Control. Note If the Traveling Cost Method parameter in the General Service Parameters (tsmdm0100m000) session is set to None, this field unavailable. Related topics Cost components
Time | If you select the Time and the Consolidate Travel cost check box, ERP LN creates a separate cost line for traveling time in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Run Global Service Resource Planning (tssoc2260m000) session. Note If you do not select the Consolidate Travel cost check box, ERP LN creates a separate cost line for traveling time in the Service Order Actual Other Costs (tssoc2141m000) session.
Consolidate Travel cost | If this check box is selected, the following travel lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Run Global Service Resource Planning (tssoc2260m000) session: Travel Total Travel Distance Travel Time If you do not select this check box, ERP LN creates a travel distance line; a travel time line or a travel callout charge line in the Service Order Actual Other Costs (tssoc2141m000) session. The cost of travel time and distance travelled is consolidated. This consolidated cost amount is invoiced to the customer as a single Travel Total cost line. Note If, in the General Service Parameters (tsmdm0100m000) session, the value selected in the Travel Cost Method field is None, ERP LN does not create travel cost lines when you run global SRP for a service order.
Task Code for Travel Hours in Hours Accounting | The default task code given to traveling hours when you maintain hours accounting in People.
Description | The name or description of the task.
Default Cost Component | The default cost component given to the hours accounted to carrying out a service order. Note Hours accounting is carried out in People.
Default Labor Type | The default labor type for normal work hours accounted to a service order in the Time management module of People.
Description | The description or name of the labor type.
Delivery Type 'From Warehouse' | If this check box is selected, return deliveries with delivery type To Warehouse are generated for material lines with original delivery type From Warehouse when reporting a service order or service order activity involving non-consumed items completed. The user must enter the actual Actual Quantity with the consumed value and report the service order activity or service order completed. As a result a warehousing order of the type Receipt with delivery type To Warehouse is generated.
Return delivery for delivery type 'From Warehouse by direct Transport' | If this check box is selected, return deliveries with delivery type To Warehouse by Transport are generated for material lines with original delivery type From Warehouse by Transport, when you report completed a service order or service order activity involving non-consumed items.
Delivery Type 'From Warehouse in Car' | If this check box is selected, return deliveries with delivery type To Warehouse are generated for material lines with original delivery type From Warehouse in Car, when you report completed a service order or service order activity involving non-consumed items.
Delivery Type 'From Purchase Order' | If this check box is selected, return deliveries with delivery type To Warehouse are generated for material lines with original delivery type By Purchase Order, when you report completed a service order or service order activity involving non-consumed items.
Delivery Type 'Supplier Direct Delivery' | If this check box is selected, return deliveries with delivery type Supplier Direct Return are generated for the material lines when you report completed a service order or service order activity involving non-consumed items. The process is used to return the non-consumed items to the supplier directly or to a warehouse mentioned on the original line.
Generate Freight Order for Returns | This setting is used to default values to the actual material lines. This field is defaulted based on the following table:
Generate Freight Order for Returns (Service Order Parameters) | Generate Freight Order’ in Supplier Direct Delivery line | Default for‘Generate Freight Order for Returns’ (Supplier Direct Delivery Line)
Yes | No | No
Yes | Yes | Yes
No | No | No
No | Yes | No
Copy Freight Invoicing Information to Direct Return Line | This setting is used to default values to the actual material lines. This field is defaulted based on the following table:
Copy Freight Invoicing Information to Return Line’ (Service Order Parameters) | Generate Freight Order for Returns’ in Supplier Direct Delivery line | Default for‘Copy Freight Invoicing Information to Return Line’ (Supplier Direct Delivery Line)
Yes | No | No
Yes | Yes | Yes
No | No | No
No | Yes | No
Warehouse for Repairable Items | If this field specifies a warehouse and the item specified in the Service Order Estimated Material Costs (tssoc2120m000) session is a material line with an item for which Repairable is set to Yes, when the service order or service order activity is reported completed, a new material line for the repairable item is created with delivery type To Warehouse and the To be Delivered field as 0. Note The user must enter the quantity whenever a return is applicable. The repairable warehouse must be of type Normal, Service or Service Reject.
Description | The name of the warehouse.
Search Path for Estimated Sales Rate | One of six possible search path levels. Note After you define the search path levels and save the parameter settings, ERP LN checks the following: A value can only occur once. Intermediate fields cannot be empty. If a labor rate is always required, select Department in one of the six search path fields. Any search path options that you specify after the Department option are ignored.
Search Path for Actual Sales Rate | One of six possible search path levels. Note After you define the search path levels and you save the parameter settings, ERP LN checks the following: A value can only occur once. Intermediate fields cannot be empty. If a labor rate is always required, select Department in one of the six search path fields. Any search path options that you specify after the Department option are ignored.
Search Path for Estimated Cost Rate | One of up to six search path levels. Note After you define the search path levels and you save the parameter settings, ERP LN checks the following: A value can only occur once. Intermediate fields cannot be empty. If a labor rate is always required, select Department in one of the six search path fields. Any search path options that you specify after the Department option are ignored.
Search Path for Actual Cost Rate | One of six possible search path levels. Note After you define the search path levels and you save the parameter settings, ERP LN checks the following: A value can only occur once. Intermediate fields cannot be empty. If a labor rate is always required, select Department in one of the six search path fields. Any search path options that you specify after the Department option are ignored.
Paging Interval | The period of time in which the engineer is expected to respond to a paging message. If a priority code with a specified page response time is related to the original call, this value is defaulted. Otherwise, the default is retrieved from the Page Response Time [min] field in the Priorities (tcmcs0170m000) session.
Folder for Sent Messages | The name and the path of the folder in which paging messages are stored.
Paging Service Name | The name or code that identifies the paging provider in the paging message header.
Paging Service ID | An alphanumeric code that enables the paging provider to verify if the paging message actually originates from this particular service organization.
Field Separator for Page Provider | Up to three characters used to separate the items in the paging message header. Note You can specify field separators for the contents of paging messages in the Message Layout (tsmdm1175m000) session.
Acknowledgement Sheet | If this check box is selected, a standard acknowledgement sheet template is present. Related topics Templates for external service order documents
Appointment Sheet | If this check box is selected, a standard repair report template is present. Related topics Templates for external service order documents
Repair Report | If this check box is selected, a standard repair report template is present. Related topics Templates for external service order documents
Allocate Engineers during Global SRP | If this check box is selected, ERP LN allocates preferred engineers to the service orders when the Run Global Service Resource Planning (tssoc2260m000) session is run.
Use Service Kits for Calls | If this check box is selected, when you execute the Run Global Service Resource Planning (tssoc2260m000) session, ERP LN attempts to allocate a service kit for a service order activity for call solution.
Create backorders for Warehousing Transfer Orders | If this check box is selected, a back order is created in Warehouse Management in case shortages occur during a goods transfer with order origin service. Example If a service company requests for 10 pieces of item X from the warehouse when the available stock is only four pieces, the warehouse ships the four pieces to the service company and raises a back order in the Warehousing Orders (whinh2100m000) session for the six pieces.