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<ManualTopic ID="/baanerp/ts/onlinemanual/000140" xml:lang="en">
   <Header>
      <Title>Master Data Setup (SOC)</Title>
      <Keyword type="header" order="d1e2779704">
         <Level1>Master Data Setup</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>Before you start to use the <GUIRef href="" role="manual">Service Order Control (SOC)</GUIRef> model, you must set up or check some static data. This includes
		checking service order parameters, defining <Link href="/baanerp/ts/glossary/glossary#000405" role="glossary">reference activity</Link>, <Link href="/baanerp/ts/glossary/glossary#ActiviGroup_ts" role="glossary">activity group</Link> and <Link href="/baanerp/ts/glossary/glossary#Checklist_ts" role="glossary">checklist</Link>.</Paragraph>
   </AimSection>
   <GeneralSection>
      <SectionTitle>Service Order Control setup sessions</SectionTitle>
      <Paragraph>Enter the Service Order Control data in the following
		sessions:</Paragraph>
      <List>
         <ListItem>Set parameters in the <GUIRef href="" role="manual">Service Order Parameters (tssoc0100m000)</GUIRef> session.</ListItem>
         <ListItem>Define reference activities in the <GUIRef href="" role="manual">Reference Activities (tsacm1101m000)</GUIRef> session.</ListItem>
         <ListItem>Define activity groups in the <GUIRef href="" role="manual">Activity Groups (tsacm0110m000)</GUIRef> session.</ListItem>
         <ListItem>Define checklists in the <GUIRef href="" role="manual">Checklists (tsmdm0140m000)</GUIRef> session.</ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Service Order Parameters</SectionTitle>
      <Paragraph>Use the <GUIRef href="" role="manual">Service Order Parameters (tssoc0100m000)</GUIRef> session to define Service Order Control (SOC)
		settings.</Paragraph>
      <Paragraph>
         <GUIRef href="" role="manual">General tab</GUIRef>
      </Paragraph>
      <Paragraph>The number group for service orders and service quotations. This
		number group defines the available series numbers that can be used. You can
		also activate gross margin control, and set upper and lower margins based on
		cost of sales or sales.</Paragraph>
      <Paragraph>
         <GUIRef href="" role="manual">Orders tab</GUIRef>
      </Paragraph>
      <Paragraph>The number group for service orders and service quotations. This
		number group defines the available series numbers that can be used. In addition
		to defining number groups for <Link href="/baanerp/ts/glossary/glossary#ServicOrder_ts" role="glossary">service orders</Link> and <Link href="/baanerp/ts/glossary/glossary#ServOrderQuo_ts" role="glossary">service-order quotations</Link>, you can define
		number groups for costing sheets and field change orders. You can set up the
		default <Link href="/baanerp/ts/glossary/glossary#ServicType_ts" role="glossary">service type</Link> and cost component that are used, when calls
		are transferred to service orders.</Paragraph>
      <Paragraph>
         <GUIRef href="" role="manual">Blocking tab</GUIRef>
      </Paragraph>
      <Paragraph>You can set parameters for service order blocking and signaling.
		If the associated check boxes are selected, ERP Enterprise carries out the
		blocking functionality when the order status changes to Planned or Released.
		The blocking functionality is also carried out each time a new service order is
		created. You can set blocking and signaling parameters for any of the following
		conditions:</Paragraph>
      <Paragraph>
         <GUIRef href="" role="manual">Costing tab</GUIRef>
      </Paragraph>
      <Paragraph>The Costing tab enables you to define what costs your
		organization uses, the cost component that is used for capturing those costs,
		and the default used by hours accounting when dealing with travel time. The
		Generate Return Deliveries area is used to handle goods that were issued to the
		service order, but were not consumed. <GUIRef href="/baanerp/ts" role="package">Service</GUIRef> generates return deliveries based on the
		delivery types selected.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Reference Activity</SectionTitle>
      <Paragraph>Use the <GUIRef href="" role="manual">Reference Activities (tsacm1101m000)</GUIRef> session to define reference activities. Reference activities are defined in a
		library of activities, and can be linked to service orders, either manually or
		by means of maintenance concepts. If you define reference activities, you can
		link material, labor, and other requirements used during execution of the
		activity. When the activity is linked to a service order, defaults such as the
		reference activities’ material and labor, are loaded on the service order. In
		addition, you can enter the Installation
		group and serialized item to which the activity
		applies.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Activity Groups</SectionTitle>
      <Paragraph>Use <GUIRef href="" role="manual">Activity Groups (tsacm0110m000)</GUIRef> session to
		maintain reference activity groups. You can use reference activity groups to
		select reference activities in printing or processing sessions.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Checklists</SectionTitle>
      <Paragraph>Use <GUIRef href="" role="manual">Checklists (tsmdm0140m000)</GUIRef> session to
		define checklists. You can define a checklist for service engineers to make
		certain that all required maintenance activities are carried out. The checklist
		contains questions that must be answered by the service engineer. The checklist
		can be printed with the service order and be used for additional supporting
		documents. The checklist serves as a paper document that can be used to hold
		information about the activity performed. Checklists can be linked to a
		maintenance activity, or manually entered onto the service order.</Paragraph>
   </GeneralSection>
</ManualTopic>