<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/ts/onlinemanual/000066" xml:lang="en">
   <Header>
      <Title>Coverage procedure</Title>
      <Keyword type="header" order="d1e2778141">
         <Level1>Coverage procedure</Level1>
      </Keyword>
   </Header>
   <GeneralSection>
      <List>
         <ListIntro>Use the following sessions to register and modify the costs
		  incurred during the execution of a <Link href="/baanerp/ts/glossary/glossary#ServicOrder_ts" role="glossary">service order</Link>:</ListIntro>
         <ListItem> 
            <GUIRef href="/baanerp/ts/soc/tssoc2120m000" role="session">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/ts/soc/tssoc2121m000" role="session">Service Order Actual Material Costs (tssoc2121m000)</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/ts/soc/tssoc2130m000" role="session">Service Order Estimated Labor Costs (tssoc2130m000)</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/ts/soc/tssoc2131m000" role="session">Service Orders Actual Labor Costs (tssoc2131m000)</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/ts/soc/tssoc2140m000" role="session">Service Order Estimated Other Costs (tssoc2140m000)</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/ts/soc/tssoc2141m000" role="session">Service Order Actual Other Costs (tssoc2141m000)</GUIRef>
         </ListItem>
      </List>
      <Paragraph>These cost lines specify
		the used materials, labor, and <Link href="/baanerp/ts/glossary/glossary#Other_ts" role="glossary">other</Link> costs during the
		execution of a service-order activity. If you define the estimated cost data in
		the <GUIRef href="/baanerp/ts/soc/tssoc2120m000" role="session">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef> session, ERP Enterprise automatically
		defines the actual cost data in the <GUIRef href="/baanerp/ts/soc/tssoc2121m000" role="session">Service Order Actual Material Costs (tssoc2121m000)</GUIRef> session.</Paragraph>
      <Paragraph>ERP Enterprise displays the specified item's inventory
		data in the <GUIRef href="/baanerp/ts/soc/tssoc2120m000" role="session">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef> session and the <GUIRef href="/baanerp/ts/soc/tssoc2121m000" role="session">Service Order Actual Material Costs (tssoc2121m000)</GUIRef> session.</Paragraph>
      <GeneralSection>
         <SectionTitle>Coverage actual costs</SectionTitle>
         <Paragraph>The Coverage tab of
		  the actual costs sessions indicates how the cost line is financially covered.
		  After you enter or change the Total Sales Amount field on an actual cost line, ERP Enterprise automatically
		  determines the coverage. You can always manually change the coverage.</Paragraph>
         <Paragraph>Coverage amounts determined by ERP Enterprise:</Paragraph>
         <List>
            <ListItem>
               <Link href="/baanerp/ts/glossary/glossary#ServicContra_ts" role="glossary">service contract</Link>
            </ListItem>
            <ListItem>
               <Link href="/baanerp/ts/glossary/glossary#Warranty_ts" role="glossary">warranty</Link>
            </ListItem>
            <ListItem>
               <Link href="/baanerp/ts/glossary/glossary#ServOrderQuo_ts" role="glossary">service-order quotation</Link>
            </ListItem>
            <ListItem>
               <Link href="/baanerp/ts/glossary/glossary#FieldChangeO_ts" role="glossary">field change order (FCO)</Link>
            </ListItem>
            <ListItem>Service-order invoicing</ListItem>
         </List>
         <Paragraph>User-defined coverage amounts:</Paragraph>
         <List>
            <ListItem>Other costs</ListItem>
         </List>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>ERP Enterprise determines the coverage for the registered costs in the following
			 sequence:</Paragraph>
            <ProcedureList>
               <ListItem>Warranty</ListItem>
               <ListItem>Service contract</ListItem>
               <ListItem>Service-order invoicing</ListItem>
            </ProcedureList>
         </Note>
         <GeneralSection ID="M">
            <SectionTitle>Change coverage manually</SectionTitle>
            <Paragraph>If the cost line is
			 not financially approved, you can manually change the coverage. There is no
			 coverage if you clear the check boxes for the coverage of service contracts,
			 service-order quotations and warranties. These check boxes are selected by
			 default. If you change one of these check boxes, the coverage that is stored in
			 the sales amount fields is zero. In this case, ERP Enterprise transfers the sales
			 amount to another coverage amount. You can manually change the following
			 fields:</Paragraph>
            <List>
               <ListItem>
                  <Link href="/baanerp/ts/soc/tssoc2121m000#tssoc220.asoc" role="formfield">Other Sales Amount</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/ts/soc/tssoc2121m000#tssoc220.asin" role="formfield">Invoice Sales Amount</Link>
               </ListItem>
            </List>
            <Paragraph>Until the cost line
			 is financially approved, ERP Enterprise handles the coverage as allocated costs and not as actual spent
			 costs. For this reason, you can manually change the coverage for service
			 contracts, service-order quotations and warranties.</Paragraph>
         </GeneralSection>
         <GeneralSection>
            <SectionTitle>Cost amounts</SectionTitle>
            <Paragraph>ERP Enterprise determines the cost amounts for the coverage, which the user cannot maintain.
			 The cost amount fields are necessary because the cost amounts are posted
			 to <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>. If you
			 manually change the sales coverage, ERP Enterprise calculates the cost amounts in a similar
			 and proportional way.</Paragraph>
         </GeneralSection>
         <GeneralSection ID="W">
            <SectionTitle>Warranty</SectionTitle>
            <Paragraph>The warranty becomes
			 active if it is related to a serialized item for which the activity must be
			 carried out. In the <GUIRef href="/baanerp/ts/cfg" role="module">Configuration Control</GUIRef> module you can link the warranty to the serialized item. If no
			 warranty is related to the given serialized item, ERP Enterprise checks if a
			 warranty is related to a parent serialized item. If a warranty is valid for the
			 serialized item, ERP Enterprise determines which part of the Total Sales Amount is covered by warranty terms.
			 The amount covered by warranty is stored in the Warranty field. If the total
			 sales amount is not fully covered by warranty, ERP Enterprise checks if service
			 contract coverage applies.</Paragraph>
         </GeneralSection>
         <GeneralSection ID="S">
            <SectionTitle>Service contract</SectionTitle>
            <Paragraph>If an active <Link href="/baanerp/ts/glossary/glossary#ServicContra_ts" role="glossary">service contract</Link> is linked to the Installation
			 group on the service-order header, ERP Enterprise uses data stored in
			 the <GUIRef href="/baanerp/ts/ctm" role="module">Contract Management</GUIRef> module to determine the sales amount that is covered by the service contract.
			 This amount is stored in the Contract field.</Paragraph>
         </GeneralSection>
         <GeneralSection ID="Q">
            <SectionTitle>Service-order quotation</SectionTitle>
            <Paragraph>You can generate a
			 service order from a service-order quotation. The service-order quotation
			 number is stored in the service-order header. ERP Enterprise uses the procedure
			 for service order invoicing to invoice the fixed amounts that are agreed for
			 the service-order quotation. For this reason, ERP Enterprise creates a special
			 activity when you generate the service order. This activity has no meaning for
			 the normal order procedure. To exclude this activity from the order procedure,
			 the activity status becomes Completed. The service-order quotation amounts that
			 are agreed with the customer and that are defined by cost type, are copied to
			 actual cost lines and stored as amounts to be invoiced (in the <Link href="/baanerp/ts/soc/tssoc2121m000#tssoc220.asin" role="formfield">Invoice Sales Amount</Link> field). When you
			 register the actual costs for the service order, ERP Enterprise automatically
			 checks for each actual cost line if:</Paragraph>
            <List>
               <ListItem>The entire actual sales amount is covered by the
				service-order quotation.</ListItem>
               <ListItem>The sales amount must be entirely or partly invoiced
				because the service-order quotation does not cover the amount.</ListItem>
            </List>
         </GeneralSection>
         <GeneralSection ID="F">
            <SectionTitle>Field change order</SectionTitle>
            <Paragraph>If a service order
			 is generated from a field change order, the field change order number is stored
			 in the service order header. The actual costs that are registered for the
			 service order are financially covered by a special budget for field change
			 orders. The entire actual sales amount is stored in the <Link href="/baanerp/ts/soc/tssoc2121m000#tssoc220.asfc" role="formfield">Sales Amount Field Change Orders</Link> field.</Paragraph>
         </GeneralSection>
         <GeneralSection ID="O">
            <SectionTitle>Other</SectionTitle>
            <Paragraph>In the Others field
			 you can enter a coverage amount that the customer is exempt from paying, which
			 cannot be classed as one of the predefined coverage categories:</Paragraph>
            <List>
               <ListItem>Warranty</ListItem>
               <ListItem>Service contract</ListItem>
               <ListItem>Quotation</ListItem>
               <ListItem>FCO</ListItem>
            </List>
            <Note>
               <SectionTitle>Note</SectionTitle>
               <Paragraph>If you enter a negative value in this field, the value is
				added to the invoice amount. This enables you to charge a customer for a field
				change order.</Paragraph>
            </Note>
         </GeneralSection>
         <GeneralSection ID="I">
            <SectionTitle>Service-order invoicing</SectionTitle>
            <Paragraph>ERP Enterprise stores the sales amount that is not
			 covered by the warranty or the service contract in the <Link href="/baanerp/ts/soc/tssoc2121m000#tssoc220.asin" role="formfield">Invoice Sales Amount</Link> field, if the
			 service procedure for the service type that is related to the service-order
			 activity is:</Paragraph>
            <List>
               <ListItem>External Problem</ListItem>
               <ListItem>External Maintenance</ListItem>
               <ListItem>Tools Maintenance</ListItem>
            </List>
            <Paragraph>For all the other
			 service procedures, ERP Enterprise stores the sales amount in the <Link href="/baanerp/ts/soc/tssoc2121m000#tssoc220.asoc" role="formfield">Other Sales Amount</Link> field.</Paragraph>
         </GeneralSection>
      </GeneralSection>
   </GeneralSection>
</ManualTopic>