| Maintenance Sales Control Parameters (tsmsc0100m000) |  |
| This session contains: A history list of parameter sets and their effective dates. 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. You can use the Print Service Parameters (tsmdm0400m000) session to 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. The Maintenance Sales Control Parameters (tsmsc0100m000) details session starts. 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 from which the parameters are valid.
Description | The description of the parameter set, for example, the reason why the previous setting was changed.
Maintenance Sales Order | The code of the number group used to identify sales orders. Related topics To use number groups and series Number groups in Service
Description | The number group description.
Coverage Type | The default coverage type that is used when coverage lines are created.
Description | The coverage type description.
Sales Margin | The percentage that is used to calculate the default sales price.
Default Service Type origin Calls | The default service order type when the service order is originates from a call.
Description | The description of the default service order type when the service order is originates from a call.
Default Service Type | The default service order type.
Description | The description of the default service order type.
Service Type for Repair Warranty | Default service type used to categorize maintenance sales order generated or created from bad fix calls, manual service orders, or from planned activities. This is used to determine whether Repair Warranty is applicable for the maintenance sales order for a Part maintenance line only. Note This field is not mandatory. Incase Repair Warranty service type field is left empty, ERP LN pop ups a warning message. Related topics Repair Warranty
Default Pricing Method | The default pricing method that applies to the maintenance sales orders. Allowed values Single Fixed Price Budgeted Costs The default pricing method that you select in the field applies to the maintenance sales orders that are created manually or are generated from a call.
Maintenance Sales Order History | If this check box is selected, maintenance sales order history is maintained. Else, the history is not maintained.
Inventory Commitments Required | If this check box is selected, inventory must be committed to the maintenance sales order. The check box must be selected in case some material needs to be delivered from a warehouse, or some tools are required. If this check box is selected, these resources are committed to the maintenance sales order.
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.
If Credit Review is Overdue | If this check box is selected, ERP LN blocks the sales order if the credit review of the invoice-to BP is overdue. If this check box is cleared, the sales order will not be blocked, even if the credit review of the invoice-to BP is overdue.
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.
Signal if Credit Limit is Exceeded | If this check box is selected, ERP LN blocks the sales order if the credit limit of the invoice-to BP is exceeded. If this check box is cleared, the sales order will not be blocked, even if the credit limit of the invoice-to BP is exceeded.
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.
If Invoice is Overdue | If this check box is selected, ERP LN blocks the sales order if the invoice-to BP has an overdue invoice amount. If this check box is cleared, the sales order is not blocked, even if the invoice-to BP has an invoice amount overdue.
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.
If business partner is Doubtful | If this check box is selected, ERP LN blocks the sales order if the invoice-to BP is doubtful. If this check box is cleared, the sales order is not blocked, even if the invoice-to BP is doubtful.
Use Margin Control | If this check box is selected, margin percentage is calculated. If this check box is cleared, the gross % is disabled. The gross margin is calculated according to one of the following basic formulae:
    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.
Denominator | The margin base (denominator). Determined by the value selected in the Margin Base field.
% | Gross margin numerator.
ATP Check Enabled | If this check box is selected, an ATP check is performed. Related topics ATP
Search Path for Sales Rate
Search Path for Sales Rate : Level1 | The search path for sales rate. Search Path Infor ERP LN searches for the sales rate in the following order: Level 1 Level 2 Level 3 Level 4 Infor ERP LN uses this search criteria to determine the sales rate for the labor resource line. If the labor sales rate is not specified at Level 1, the sales rate defined at level 2 is considered. If the sales rate is not specified at Level 2, the sales rate defined at level 3 is considered. If the sales rate is not specified at Level 3, the sales rate defined at level 4 is considered. The sales rate is linked to the following: Serialized Item Group Cluster Service Employee Department Not Applicable Reference Activity Task Infor ERP LN does not allow you to select an option at any two levels.
Search Path for Sales Rate : Level 2 | The Search Path for Sales Rate.
Search Path for Sales Rate : Level 3 | The Search Path for Sales Rate.
Search Path for Sales Rate : Level 4 | The Search Path for Sales Rate.
Allocation and Hard Pegging
Type for Repair Lines | The allocation and hard peging type for repair lines. 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 Order Based. 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 maintenance sales order line must be allocated and/or hard pegged to the sold-to BP. Order Based The inventory supply for the maintenance sales order line must be allocated and/or hard pegged to the MSO. Customer Reference Based The supply for the maintenance sales order line must be allocated and/or hard pegged to the customer reference. 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.
Type for Issue Lines | The allocation and hard peging type for issue lines. 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 Order Based. You can change the allocation and hard pegging type. Allocation and Hard Pegging Types
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 Issue Lines field.