| Service Orders (tssoc2100m000) |  |
| Use this session to view, maintain, or create service orders. Note To select multiple records, hold the CTRL key. Related topics To block service orders To generate service orders To estimate service order costs To cancel service orders To print service order documents Templates for external service order documents Job processing of invoices
Fields | Description
Service Order | The number used to identify the service order. When you create a service order in the details session, you must select a series to assign the service order to. ERP LN then generates a number for the service order. Related topics To use number groups and series To complete service order activities
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.
Cluster | The cluster for which the service order is created.
Description | The name or description of the cluster.
Department | If the service order is for an internal customer, this field displays your company's department that owns the service order's cluster. Default value The department specified for the cluster in the Clusters (tsbsc1100m000) session.
Description | The name of the department.
Sold-to BP | 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 partners, this field displays the description of the service department that carries out the service order.
Sold-to BP | The name of the business partner.
Project | If you create the service order for a project, in this field, enter the project's code. Note If the service order Use Manufacturing Projects check box is selected, PCS Project can be maintained. Only PCS projects with status Active can be maintained. In addition, you can only maintain this field if the service order status is Free. In this field, users can also specify projects of type ERP LN Project.
Description | The description or name of the project.
Service Department | The service department that carries out the service order. Default value The service department specified for the cluster in the Clusters (tsbsc1100m000) session. Otherwise, the service department specified in the Service User Profiles (tsmdm1150m000) session.
Description | The name of the service department.
Service Department | Financial department. The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note The financial department must have a tax ID in the tax country. This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session. Default value This field is defaulted from the service department field. This field retrieves the default financial data of its financial company for the service order.
Financial Department | The description or name of the code.
Tax Classification | An attribute of order header and order lines that you can use to define tax exceptions for the transactions. ERP LN retrieves the default tax classification from the invoice-from and invoice-to business partners. Important! For example, you can use the tax classification to indicate the following: Payment to an invoice-to business partner is subject to withholding tax and social contributions. Business partners with the same tax aspects for your company, for example, subcontractors or agents, must be grouped. Tax must be paid in a country other than the sales office or service office’s home country.
Tax Classification | The description or name of the code.
Service Engineer | The service employee who implements the service order. Default value The service employee specified in the Service User Profiles (tsmdm1150m000) session. Note Users can only fill in this field if the service-order status is Free, Planned, or Released. If you allocate a service engineer for an entire service order, this field is filled and can be changed manually. If you change the service employee on the order header, this can lead to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, as well as in the destination of the warehouse transfer and issue orders.
Description | The service engineer's name.
Service Type | The service type. Default value The service type specified in the Service Order Parameters (tssoc0100m000) session. You can specify default service types for service orders that are generated in the following ways: Manually From a service order quotation From a call, in the Call Management module From a planned activity, in the Service Planning & Concepts module From a field change order (FCO)
Description | The name or description of the service type.
Order Procedure | Classifies the nature of the service activities that are required. In Service two procedures are predefined: Normal and Emergency. Default value The order procedure that is linked to the selected service type.
Interrupted | If this check box is selected, the service order has been temporarily put on hold. Note You can only select this check box if the service order's status is Released. If you clear this check box, Infor ERP LN 6.1 does not clear the Interruption Reason field, because this interruption reason can be used for information.
Interruption Reason | The service order's interruption reason. Note This field is only available if you select the Interrupted check box. If you clear the Interrupted check box, ERP LN clears this field.
Description | The name or description of the interruption reason.
Canceled | If this check box is selected, the service order has been cancelled. Note You can cancel service orders in the Cancel Service Order (tssoc2204m000) session.
Cancel Date | The date on which the service order was cancelled. Note You can cancel service orders in the Cancel Service Order (tssoc2204m000) session.
Blocked | If this check box is selected, the service order is blocked. Note You can specify blocking reasons in the Service Order Parameters (tssoc0100m000) session. If you select any blocking reasons, ERP LN performs blocking checks on the service order each time you attempt to change the order's status. Related topics To unblock calls, service orders, and sales orders
Cancel Reason | The reason why the service order was canceled. Note The reason that appears in this field is the reason the user specifies in the Cancel Service Order (tssoc2204m000) session at service order cancellation.
Cancel Text | If this check box is selected, a text is present. Note The user enters this text in the Cancel Service Order (tssoc2204m000) session at service order cancellation. Related topics To use texts
Consolidate Travel cost | If you select this check box, the following cost lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session: A Travel Total line is created if the parameter Distance or Time (or both) are selected in the Service Order Parameters (tssoc0100m000) session. A separate cost line for traveling distance is created if the parameter Distance is selected in the Service Order Parameters (tssoc0100m000) session. A separate cost line for traveling time is created if the parameter Time is selected in the Service Order Parameters (tssoc0100m000) session. Note You can select the check box only when you select the Consolidate Travel cost check box in the Service Order Parameters (tssoc0100m000) session.
Order Text | If this check box is selected, a text is present. Related topics To use texts
Order Date | The date and time at which the service order was entered in ERP LN.
Last Updated | The date and time at which the service order's details were last modified.
Time Duration Unit | The unit used to express the duration.
Order Duration | The time required to carry out the service order, which is the duration of all the related service-order activities. The duration cannot be entered on the order header. The duration is determined as the duration between the planned start time and planned finish time of the order header, based on availability of the calendars.
Overtime | If this check box is selected, the service order can be implemented during overtime hours.
Travel Duration | The amount of time the service engineer requires to travel to the location where the service order is to be implemented. Default value The travel time specified for the service order's cluster in the Clusters (tsbsc1100m000) session.
Reschedule with SRP | If this check box is selected,, this indicates that the service order is ready to be released for the execution. You can run the Release Service Orders (tssoc2200m000) session to release a batch of service orders. Default value The check box is selected. Note This parameter is only available if the order status is Free or Released.
Planned Start Time | The time by which the service order must be started. Note This field is available only for the service orders with the status Free, Planned, and Released. If you add an activity to the service order with a planned start time (PST) that is earlier than the value you enter in this field, ERP LN updates this field with the value of the activity's PST.
Planned Finish Time | The time when service order is planned to finish. If you add a service order activity with a Planned Finish Time (PFT) that is later than the value you enter in this field, ERP LN updates this field with the value of the activity's PFT. Note This field is available only for service orders with the status Free, Planned, or Released.
Earliest Start Time | The earliest time at which work on the service order is planned to start. This date is used as the planned delivery date for allocating the required materials in a warehouse or as the planned delivery date for items to be purchased. Note The earliest start time of the header is determined by subtracting the smallest slack time from the planned start time of the header.
Latest Finish Time | The time at which the service order is planned to finish at the latest. Note The latest finish time of the header is determined by adding the smallest slack time to the planned finish time of the header.
Appointment | If this check box is selected, an appointment has been made with the customer to carry out work on the service order. Note ERP LN selects this check box automatically if you select the Appointment check box in the Service Order Activities (tssoc2110m000) session.
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.
ATP Check | Indicates whether there is a change in the Planned Start Time and Appointment as a result of a successful ATP check. Related topics ATP
Dispatch Time of the service order | The time frame within which the service organisation must provide a response to the customer.
Actual Travel Start Time | The time at which the service engineer departs for the service site to carry out the service order. Note You can only maintain this field if the order status is Released.
Execution Start Time | The actual time at which the service engineer starts work on the service order. Note You can only maintain this field if the order status is Released.
Execution Finish Time | The actual time at which the service engineer completes work on the service order. Note You can only maintain this field if the order status is Released.
Coverage Time | For contract, quotation, or warranty coverages, the date and time as of which these coverages apply to the service order.
Business Partner | The code of the sold-to business partner.
Address | The address code of the sold-to business partner.
Address | Address details.
Contact | The sold-to business partner's contact.
Contact | The surname of the contact person.
First Invoice Reference | Any further reference information about the business partner that you want to include with the service order. Note You can only maintain this field if the sold-to BP field is filled, and if the order status is Free or Planned. This field is available in the Released or Completed statuses if no actual cost lines are present for the order.
Second Invoice Reference | Any further reference information about the business partner that you would like to include with the service order. Note You can only maintain this field if the sold-to BP field is filled, and the order status is Free or Planned. This field is available in the Released or Completed statuses if no cost lines are present for the order.
Sales Representative | The employee responsible for the service order.
Line of Business | A group of customers, suppliers, or employees that work in the same business sector. Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data. Default value The line of business specified for the sold-to business partner in the Sold-to Business Partners (tccom4510m000) session. Note You can only maintain this field if the order status is Free or Planned and if the Sold-to BP field is filled.
Description | The name or description of the line of business.
Sales Price List | The code of the price list linked to the business partner and used to determine the service order's sales price. Default value The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session.
Description | The name or description of the price list.
Service Contract | If an active service contract covers the service order's cluster, the contract number appears in this field.
Service Order Quotation | If the service order is created from a transferred service quotation order, the service order quotation's number appears in this field.
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 receives 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.
Carrier | The description or name of the code. carrier.
Business Partner | The ship-to business partner who receives the service order's material requirements.
Address | The ship-to business partner's address code.
Address | Address details.
Contact | The ship-to business partner's contact. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.
Delivery Terms | The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session. This field is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between supplier and customer. This field is available only for external service orders. This field is available only for the service orders with status Free or Planned.
Description | The description or name of the code.
Point of Title Passage | The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session. The point of title passage is the point of location at which the transition of responsibility of a consignment transfers from the supplier to the customer. In Service, the transfer is from the service company to the customer. This field is available only for external service orders. This field is available only for the service orders with status Free or Planned.
Description | The description or name of the code.
Location Address | The address code of the location at which materials must be received by the ship-to business partner.
Address | Address details.
Address | Address details.
Country | The country in which the above address is located.
Coverage Type | The service order's coverage type.
Description | The name or description of the coverage type.
Service Area | The code of the service area in which the service order is carried out. Default value The code of the service area selected for the service order's cluster in the Clusters (tsbsc1100m000) session. Note You can only maintain this field if: The order status is Free or Planned. The Use check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is available in the Released or Completed statuses if no actual cost lines are present for the order.
Description | The name or description of the service area.
Service Car | The service car the service engineer uses to drive to the service site. Default value The service car related to the service employee. If a service engineer is related to the service order when you run the Run Global Service Resource Planning (tssoc2260m000) session, this field is filled by default. Note This field is used for information purposes only. This field is only available if the Sold-to BP field is filled, and if the service-order status is Free, Planned or Released. Any changes to the service car on the order header leads to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, and in the destination of the warehouse transfer and issue orders. The following table describes each of these changes:
Transfer Order | Issue Order | Action
Not Processed | Not Processed | The material lines are updated with the new car warehouse. Transfer and issue orders are updated with the new car warehouse.
Processed | Not Processed | The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." The material lines are updated with the new car warehouse. Transfer orders are not updated with the new car warehouse, but issue orders are updated with the new car warehouse.
Not Processed | Processed | The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
Processed | Processed | The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
Description | The name or description of the service car.
Blank Order Sheet | If the service engineer uses prenumbered blank sheets to record the service order's cost specifications, in this field, you must specify the number of the sheet on which the service engineer records the service order's cost. Note You can only maintain this field if the order status is Released.
Business Partner | The service order's invoice-to business partner.
Address | The invoice-to business partner's address code.
Address | Address details.
Contact | The invoice-to business partner's contact. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.
Sales Type | Users can maintain separate accounts based on sales type.
Description | The description of the sales type.
Payment Terms | The payment terms used to invoice the business partner for the service order costs. Default value The payment terms assigned to the business partner in the Invoice-to Business Partners (tccom4512m000) session.
Description | The name or description of payment terms.
Late Payment Surcharge | The code of the late payment surcharge that applies to the service order's costs.
Description | The name or description of the late payment surcharge.
Total Invoice | If this check box is selected, and you change the service order status to Costed, ERP LN posts all actual cost lines to Sales Invoicing simultaneously. Default value Selected. If this check box is cleared, the actual cost lines can be separately approved and posted to Sales Invoicing. You can use this setting if, for example, a service order takes a long time to finish and accelerated invoicing is required. You can also post the actual cost lines to Sales Invoicing if you change the service order status or the service-order activity status to Costed. Note If the service order status is Free or Planned, you can modify the setting in this field. For internal service orders, this field is not applicable.
Invoice Text | If this check box is selected, a text is present. Related topics To use texts
Calculate Tax | If this check box is selected, taxes are applicable to the service order's prices. You must specify the tax country and the applicable tax code. Related topics Service tax rules, tax code, and tax country
VAT Based On | Select the appropriate option: VAT based on Services Service tax rules will apply. VAT based on Goods Goods tax rules will apply. Note ERP LN determines the defaults for the tax country and the tax code based on the option you choose.
Currency | The currency used to express the service order's costs. Default value The invoice-to business partner's currency.
Exchange Rate Type | The exchange rate type to which the currency belongs. Exchange rate type is a method used to group currency exchange rates. You can assign currency exchanges to various invoices, to business partners, and/or to numerous types of transactions, such as Purchase Sales and so on.
Rate Determiner | The method used to fix the currency rates for a service order's costs when the rates are expressed in a currency other than your company's home currency.
Rate/Rate Factor | The rate factor assigned in the Currency Rates (tcmcs0108m000) session to the service order's currency. Example Home currency = Martian dollar Service order currency = Uranian dollar 1 Martian dollar = 10,000 Uranian dollars The currency rate is ten thousand (to convert from home currency to service order currency) . If you give the Uranian dollar a rate factor of one thousand, the currency rate is then ten.
Rate/Rate Factor | The currency rate used to convert between your company's home currency and the service order's currency. This rate is specified in terms of the service order currency's rate factor. Note The user must predefine this rate in the Currency Rates (tcmcs0108m000) session.
Rate/Rate Factor | The defined currency rate.
Country | The country in which you must pay/report the value-added tax (VAT). The tax country can be different from the country where services or goods are delivered. Default value If the tax code is taken from the location address, the country of the location address, otherwise, the tax code for the country of the sold-to BP address is used. Related topics Service tax rules, tax code, and tax country
Country | The name of the country where the service order is carried out.
Business Partner | The pay-by business partner who pays the costs of the service order.
Address | The address code of the pay-by business partner.
Address | Address details.
Contact | The code of the pay-by business partner's contact. Default value The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) details session.
Address | Address details.
Project | The project for which this service order is being generated.
Project | The name or description of the project.
Element | The smallest part of an element structure. An element is used to define the (structure of the) work of the project, so that you can carry it out.
Description | The description of the element.
Activity | The smallest part of the activity structure used for a time-scaled budget. An entity that is used to represent a part of a project in an activity structure. ERP LN distinguishes the following activity types: WBS Element Project Cost Account Work Package Planning Package Milestone
Description | The description of the activity.
Extension | The specific agreements within or in addition to the initial contract. An extension falls outside the initial contract with the sold-to business partner. Extensions can be assigned to the bottom-up budget. ERP LN distinguishes four extension types: Scope Change Provisional Amount Fluctuation Settlement Quantities to be Settled
Description | The description of the extension.
Commands | Description
Perform ATP check | Performs the ATP check for the selected service order 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
View Details | Starts the service order details session.
Insert | Creates a new service order.
Service Order Activity - Lines | Starts the Service Order Activity - Lines (tssoc2110m100) session, in which you can view, maintain, or create activities for the selected service order.
Estimated Costs | Use this option to maintain and view the estimated costs of material, labor, and other costs.
Actual Costs | Use this option to maintain and view the actual costs of material, labor, and other costs.
Hours Accounting | Use this option to maintain hours accounting for the service order.
Blocking Reasons | If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the cluster. If no calendars are defined for the relevant durations, an error message is given. If the planned end date is not calculated, no activities are planned.
Assignments List | Starts the Service Engineer Assignments List (tssoc2505m000) session.
Global SRP... | Use this option to run Global SRP on the Service Order.
Release Service Orders | Starts the Release Service Orders (tssoc2200m000) session. The service order activities you select are release independent of the header status, which can be Free or Planned. The status of the service activities that are not selected for release remain unchanged.
Release | Use this option to change the status of the service order from Free to Release. The service order activities you select are release independent of the header status, which can be Free or Planned. The status of the service activities that are not selected for release remain unchanged.
Complete... | Use this option to change the status of a service order from Released to Complete.
Cost... | Use this option to cost the service order.
Dispatch Control | Starts the Dispatch Control (tssoc2105m009) session.
Close Service Orders and Copy to History | Starts the Close Service Orders and Copy to History (tssoc2201m000) session.
Cancel Service Order | Cancels the service order.
Issue Stock for Order | Issues stock from the warehouse.
Deferred Emergency Service Orders | Starts the Deferred Emergency Service Orders (tssoc2502m000) session.
Propagate Tax Settings | Creates or restores uniform tax settings.
Online Margin Control | Displays the estimated or actual cost lines for the service order in the Service Order Online Margin Control (tssoc4500m000) session.
Print Draft Invoice | Use this option to print the draft invoice before service order is invoiced. This option is enabled if: The service order is an external service order. The status of the service order is Released or Completed. The actual quantity and invoice sales amount are defined for at least one of the cost lines. Not all the cost lines are linked to an ERP project. The order / activity link can be found in the List of Service Order Links by Project (tppss6520m000) session. Note: If the Total Invoice check box is selected, all the cost lines are printed in the draft invoice. Only the cost lines with statuses Free and Costed are considered. If the Total Invoice check box is cleared, the cost lines can be printed individually. Only the cost lines with status Free are considered for printing the draft invoice.
View Tree | Shows the service order and its associated service order activities in a graphical manner.
Cluster | Shows the cluster for which the service order is created.
Calculate | If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the cluster. If no calendars are defined for the durations concerned, an error message appears. If the planned end date is not calculated, no activities are planned.
Calculate | If you use this option and you enter the planned start date, the planned finish date is calculated forwards using activity duration, travel duration and availability by calendars. The calendars are selected from the serialized items, if specified, or else from the cluster. If no calendars are defined for the specified durations, an error message appears. If the planned start date is not calculated, no activities are planned.
Cost... | Displays the project details of the service order.
Update Engineer and Location Address | Use this option to replace or update engineer and location address. Starts the Update Engineer and Location Address (tscfg2700m000) session.
Print Service Order Online Margin | Prints the service order online margin.
Print Service Orders | Prints the service orders.
Print Service Order Documents | Prints the service order documents.
Print Blank Service Order Sheets | Prints blank service order sheets.