| Service Order Online Margin Control (tssoc4500m000) |  |
| Use this session to view the estimated or actual cost lines for a service order or service order activity. You can view the details related to the estimated or actual costs for all the service orders other than internal service orders. The online margin control data is used to determine the financial visibility of an order which is proposed by comparing the total cost and the total sales amount. The information displayed in this session is used to make the profit and loss analysis for a service order. Note In the Summary Tab the sales amounts and the cost amounts are expressed in the local currency. In the Sales Amounts Tab the sales amounts are expressed in the sales currency.
Fields | Description
Service Order | The Service Order identification code.
Order Status | The current order status of the service order. A service order can have the following statuses: Free Planned Released Completed Costed Closed Note When the service order has the status Free or Planned no cost lines are displayed. A cancelled order cannot have margin analysis since there are no actual costs.
Cluster | The cluster of the service order header.
Description | The description or name of the code.
Sold-to BP | The identification of the sold-to business partner for whom the service order is executed.
Description | The description or name of the code.
Service Department | The service department that carries out the service order.
Description | The description or name of the code.
Local Currency | The local currency of the financial company to which the service department belongs to.
Service Engineer | The service employee who carries out the service order.
Description | The description or name of the code.
Currency | The currency of the invoice sent to the customer.
Cost Type | The classification of the cost line which belongs to the service order. The available cost types are: Material Labor Other Tooling Subcontracting Help Desk Travel
Cost Line | The Cost Line Number of either Material / Labor/ Other cost lines. Based on the cost type you can view the data related to Service Order Material Cost Lines / Service Order Labor Cost Lines / Service Order Other Cost Lines.
Description | The description or name of the code.
Activity Line Number | The line number of the service order activity to which the cost line is linked.
Sales Amount | The total sales amount of the cost line. Note The sum of the total sales amounts for the service order is displayed at the bottom.
Cost Amount | The total cost amount of the cost line. Note The sum of the total cost amounts for the service order is displayed at the bottom.
Invoice Amount | The invoice sales amount of the cost line sent to the customer. Invoice Sales Amount is calculated by using the following formula:
    Total Invoice Sales Amount = Total Sales Amount - Warranty -
    			 Contract - Quotation - FCO - other costs.
Note Discount is applied on the invoice sales amount after the warranty / contract / quotation / FCO.
Invoice Cost Amount | The invoice cost amount of the cost line sent to the customer. Invoice Cost Amount is calculated by using the following formula:
    Invoice Cost Amount = Total Cost Amount - Warranty - Contract
         - Quotation - FCO - other costs.
Gross Margin Amount | Gross Margin Amount is the ratio of gross profit upon total costs or total sales amount. Gross Margin is calculated before any discounts are given to the customer.
    Gross Margin Amount = Total Sales Amount - Total Cost Amount
Note The Gross Margin Amount indicates profitability.
Gross Margin[%] | The gross margin percentage is calculated on the basis of the service order parameters Use Margin Control and Margin Base. Formula to Calculate Gross Margin %: When the Margin Base is cost of sales:
    Gross Margin = (Total Sales Amount - Total Cost Amount
        /Total Cost Amount) * 100
When the Margin Base is sales:
    Gross Margin = (Total Sales Amount - Total Cost Amount
    			 / Total Sales Amount) * 100
Net Margin Amount | Net Margin Amount is the actual profit/loss that is incurred by a service company. It is calculated after the contract / warranty / goodwill coverage or any discount given to the customer.
    Net Margin Amount = Invoice Sales Amount - Invoice Cost Amount
Net Margin[%] | The Net Margin Percentage: Formula to Calculate Net Margin % When the Margin base is Cost of Sales:
    Net Margin % = (Net Invoicable Sales Amount - Net
    			 Invoiceable Cost Amount / Net Invoicable Cost Amount) * 100
When the Margin base is sales:
    Net Margin % = (Net Invoicable Sales Amount - Net
    			 Invoicable Cost Amount / Net Invoicable Sales Amount) * 100
Total Sales | The total sales amount of the cost line before subtracting contract/quotation/warranty/discount amounts.
Warranty | The sales amount covered under warranty for the cost line.
Contract | The sales amount covered by the service contract is displayed in this field.
Service Order Quotation | The sales amount covered by the service order quotation is displayed in this field.
FCO | The amount covered by the field change order (FCO) if the service order is generated from a FCO (Field Change Order).
Other | The other travelling, tooling, helpdesk, subcontracting cost amounts.
Discount | The Total Discount Amount provided for the cost line.
Invoice | The invoice amount sent to the customer.
Tax | The tax amount that must be paid by the customer. The tax amount is calculated on the basis of tax rules of the country for which the service order is executed.
Cost Component | The cost line's cost component.
Frequency | The required frequency of the cost line. Example When you run Global SRP for a Service Orders (tssoc2100m000) session, Infor ERP LN 6.1 calculates a travel cost line for one visit to the service order's location. If the service engineer requires two trips to complete the service order, you can enter two (2) in this field to double the travel costs that Infor ERP LN 6.1 generated for the service order.
Estimated Quantity | Estimated Quantity of the cost line that is required for the service order.
Unit | The unit used to express the Estimated Quantity.
Estimated Cost Price | Estimated cost price of the cost line for a single unit.
Estimated Cost Amount | Estimated cost amount of the cost line.
    Estimated Cost Amount = Estimated Cost Price * Estimated Quantity
Actual Frequency | The actual frequency of the cost line.
Actual Quantity | The actual quantity of the cost line that is required for the service order.
Unit | The unit used to express the actual quantity.
Actual Cost Price | Actual cost price of the cost line for a single unit.
Actual Cost Amount | Actual cost amount of the cost line.
    Actual Cost Amount = Actual Cost Price * Actual Quantity
Estimated Sales Price | Estimated sales price of the cost line for a single unit.
Estimated Sales Amount | Estimated sales amount of the cost line.
    Estimated Sales Amount = Estimated Sales Price * Estimated Quantity
Est. Gross Margin Amount | Estimated gross margin amount, calculated using estimated sales amount and estimated cost amount.
Est. Gross Margin[%] | The estimated gross margin percentage is displayed in this field. Formula to Calculate Estimated Gross Margin When the base is cost of sales:
    Estimated Gross Margin = (Estimated Sales Amount -
    			 Estimated Cost Amount/Estimated Cost Amount) * 100
When the base is sales:
    Estimated Gross Margin = (Estimated Sales Amount -
    			 Estimated Cost Amount / Estimated Sales Amount) * 100
Warranty | The cost amount covered under warranty for the cost line.
Contract | The cost amount covered by the service contract is displayed in this field.
Order Quotation | The cost amount covered by the service order quotation is displayed in this field.
FCO | The amount covered by the field change order (FCO) if the service order is generated from a FCO (Field Change Order).
Other | The other travelling, tooling, helpdesk, subcontracting cost amounts.
Invoicing | The invoice amount sent to the customer.
Commands | Description
Cost Line Details | Use this option to view the cost details. If the order status is Free or Planned estimated cost lines are displayed. If the order status is Released or above, actual cost lines are displayed.
Cost Line Amounts | Starts the Service Order Online Margin Control (tssoc4500m000) details session.
New Material Cost Line | Starts the Service Order Estimated Material Costs (tssoc2120m000) session if the order status is Free or Planned. Starts the Service Order Actual Material Costs (tssoc2121m000) session if the order status is Released and above.
New Labor Cost Line | Starts the Service Order Estimated Labor Costs (tssoc2130m000) session if the order status is Free or Planned. Actual Labor Cost lines can be created from Processed hours accounting lines in the session Service Order Hours (bptmm1130m000).
New Other Cost Line | Starts the Service Order Estimated Other Costs (tssoc2140m000) session if the order status is Free or Planned. Starts the Service Order Actual Other Costs (tssoc2141m000) session if the order status is Released and above.
New Hours Accounting Line | Starts the Service Order Hours (bptmm1130m000) session. Estimated labor lines or travel lines can be linked to each hours line.
Service Orders | Starts the Service Orders (tssoc2100m000) session.
Service Order Activities | Starts the Service Order Activities (tssoc2110m000) session.
Print Service Order Online Margin | Starts the session Print Service Order Online Margin (tssoc4400m000) which prints the service order online margin.
Margins by Cost Type | Starts the session Margins per Cost Type (tssoc4500m100).