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<ManualTopic ID="/baanerp/ts/onlinemanual/000038" xml:lang="en">
   <Header>
      <Title>To Plan and Release Service Orders</Title>
      <Keyword type="header" order="d1e2776428">
         <Level1>global ERP</Level1>
      </Keyword>
      <Keyword type="header" order="d1e2776431">
         <Level1>service requirement planning</Level1>
         <Level2>global</Level2>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>After you create a <Link href="/baanerp/ts/glossary/glossary#ServicOrder_ts" role="glossary">service order</Link> with the appropriate labor and materials,
		you can plan the service order’s execution. This planning consists of assigning
		the material, providing for the necessary inventory transactions to ensure that
		the material is available, allocating engineers, and checking the business
		partner’s credit. Planning consists of two phases: <Link href="/baanerp/ts/glossary/glossary#000047" role="glossary">global ERP</Link> and detailed ERP. Global ERP makes the mid- to
		long-term plans, such as several weeks or months, while detailed ERP performs
		the detailed planning for a few days or weeks ahead.</Paragraph>
   </AimSection>
   <GeneralSection>
      <SectionTitle>Service Resource Planning</SectionTitle>
      <Paragraph>Planning for engineers and service orders is called service
		resource planning (SRP), and is controlled in the Service Order Control (SOC)
		module. The input for this planning are all service orders created in the other
		modules and the constraints defined in contracts, calls, and service master
		data.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <Paragraph>You use the <GUIRef href="/baanerp/ts/soc/tssoc2260m000" role="session">Run Global Service Resource Planning (tssoc2260m000)</GUIRef> session to carry out <Link href="/baanerp/ts/glossary/glossary#000047" role="glossary">global SRP</Link> for a service
		order .</Paragraph>
      <GeneralSection>
         <SectionTitle>Preliminary conditions</SectionTitle>
         <List>
            <ListIntro>To run global SRP successfully for a service order, the
			 following conditions must be met:</ListIntro>
            <ListItem>At least one activity
			 must be present for the service order.</ListItem>
            <ListItem>The Planned Start Time
			 and the Activity Duration fields for all activities of the service order must
			 be filled.</ListItem>
            <ListItem>The <Link href="/baanerp/ts/glossary/glossary#Objects_ts" role="glossary">serialized item</Link> for which the activities are planned must
			 be valid.</ListItem>
         </List>
         <List>
            <ListIntro>If the First Order Procedure Step for Blocking field is set
			 to Order Planning or Order Definition, in the <GUIRef href="/baanerp/ts/soc/tssoc0100m000" role="session">Service Order Parameters (tssoc0100m000)</GUIRef> session and global SRP is run, ERP Enterprise carries out the
			 following actions:</ListIntro>
            <ListItem>If no parameters are
			 set for service order blocking, no checks are carried out and all service
			 orders is processed.</ListItem>
            <ListItem>If a service order's
			 Blocked check box is selected in the <GUIRef href="/baanerp/ts/soc/tssoc2100m000" role="session">Service Orders (tssoc2100m000)</GUIRef> session and the service order blocking is still valid, ERP Enterprise does not plan the
			 service order.</ListItem>
            <ListItem>If the Blocked check
			 box is selected and the service order blocking is no longer valid, ERP Enterprise unblocks the service
			 order, and the service order is planned.</ListItem>
         </List>
         <Paragraph>If the service order's
		  Blocked check box is not selected, ERP Enterprise carries out the SRP. If a blocking reason
		  limit is exceeded, the Blocked check box is selected, and ERP Enterprise creates the service
		  order blocking reason in the <GUIRef href="/baanerp/ts/mdm/tsmdm1101m000" role="session">Blocking Reasons (tsmdm1101m000)</GUIRef> session. The service order is not planned.</Paragraph>
         <Paragraph>If you select the
		  Process Report check box and the Error Report check box, the blocked service
		  orders are printed on the error report, and the unblocked service orders are
		  printed on the process report.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>What attributes are affected?</SectionTitle>
         <List>
            <ListIntro>When you run global SRP, and the required conditions are
			 met, ERP Enterprise processes the
			 service order and service order activities with the following statuses:</ListIntro>
            <ListItem>service orders with a
			 Free, Planned, or Released status can be processed by the global SRP.</ListItem>
            <ListItem>service order
			 activities with a Free status are planned. Activities with a Planned status are
			 replanned if the Replan check box is selected.</ListItem>
         </List>
         <Paragraph>The attributes of a
		  service order and its related activities that are affected when you run global
		  SRP depend on the status of the service order and its related activities.</Paragraph>
         <List>
            <ListIntro>If the service order status is Free, ERP Enterprise carries out actions on
			 the following:</ListIntro>
            <ListItem>Preferred engineer</ListItem>
            <ListItem>Planned dates of the
			 service order (recalculated)</ListItem>
            <ListItem>Travel cost line</ListItem>
            <ListItem>Service order status</ListItem>
            <ListItem>Service order cost
			 lines: <List>
                  <ListItem>Purchase</ListItem>
                  <ListItem>Allocate
				  material</ListItem>
                  <ListItem>Plan tools</ListItem>
               </List>
            </ListItem>
         </List>
         <List>
            <ListIntro>If the service order status is Planned, ERP Enterprise carries out actions on
			 the following:</ListIntro>
            <ListItem>Planned dates
			 (recalculated)</ListItem>
            <ListItem>Service order cost
			 lines: <List>
                  <ListItem>Purchase</ListItem>
                  <ListItem>Replan tools</ListItem>
               </List>
            </ListItem>
         </List>
         <Paragraph>If the service order
		  status is Released, ERP Enterprise carries out no actions on the service order.</Paragraph>
         <List>
            <ListIntro>If the service order status is either Free, Planned, or
			 Released, and the activity status is Free, ERP Enterprise carries out actions on
			 the:</ListIntro>
            <ListItem>Subcontractor
			 (buy-from business partner)</ListItem>
            <ListItem>Planned dates
			 (recalculated)</ListItem>
            <ListItem>Coverage date</ListItem>
            <ListItem>Inspection lines</ListItem>
            <ListItem>Service order activity
			 status</ListItem>
            <ListItem>Service order activity
			 cost lines: <List>
                  <ListItem>Purchase</ListItem>
                  <ListItem>Allocate
				  material</ListItem>
                  <ListItem>Plan
				  tools</ListItem>
                  <ListItem>Reallocate
				  material</ListItem>
                  <ListItem>Replan tools if
				  the service order status is Planned</ListItem>
               </List>
            </ListItem>
         </List>
         <List>
            <ListIntro>If the service order status is Planned or Released, and the
			 activity status is Planned, ERP Enterprise carries out actions on the:</ListIntro>
            <ListItem>Planned dates
			 (recalculated)</ListItem>
            <ListItem>Service order activity
			 cost lines: <List>
                  <ListItem>Purchase</ListItem>
                  <ListItem>Replan tools</ListItem>
               </List>
            </ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Actions of global SRP</SectionTitle>
         <Paragraph>When you run the <GUIRef href="/baanerp/ts/soc/tssoc2260m000" role="session">Run Global Service Resource Planning (tssoc2260m000)</GUIRef> session, the actions ERP Enterprise carries out on the
		  attributes of a service order (SO) and/or, service order activity, if the
		  status permits, are described in the following sections:</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Preferred engineer</SectionTitle>
         <List>
            <ListIntro>The Service Engineer field of the service order is filled
			 with the Installation
			 group's Preferred Engineer 1, when:</ListIntro>
            <ListItem>The Allocate Engineers
			 during Global SRP check box in the <GUIRef href="/baanerp/ts/soc/tssoc0100m000" role="session">Service Order Parameters (tssoc0100m000)</GUIRef> session is selected.</ListItem>
            <ListItem>The service order
			 order status is Free.</ListItem>
         </List>
      </GeneralSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>The Service Engineer
		  field of the service order is not be changed if this field is already filled.</Paragraph>
      </Note>
      <GeneralSection>
         <SectionTitle>Recalculated planned dates</SectionTitle>
         <Paragraph>If the activity status
		  is Free or Planned, the Planned Finish Time field will be recalculated based on
		  the serialized item and Installation
		  group calendars. If these calendars are not available,
		  the engineer, work center or company calendars are used. If a serialized item
		  or Installation
		  group calendar is available for the serialized item,
		  the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.pftm" role="formfield">Planned Finish Time</Link> field on the service order header
		  will also be recalculated. If the required capacity (time) is not available, ERP Enterprise prints the
		  following message in the process report: Required capacity for activity line
		  %1$s not (completely) available.</Paragraph>
      </GeneralSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>If you add, delete or
		  change an activity line, the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.pftm" role="formfield">Planned Finish Time</Link> of the service order will be updated
		  directly. Activities with the status Planned are only replanned if the Replan
		  check box is selected in the <GUIRef href="/baanerp/ts/soc/tssoc2260m000" role="session">Run Global Service Resource Planning (tssoc2260m000)</GUIRef> session.</Paragraph>
      </Note>
      <GeneralSection>
         <SectionTitle>Coverage date</SectionTitle>
         <Paragraph>If the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.cvtm" role="formfield">Coverage Time</Link> field of the service order activity is
		  empty, ERP Enterprise enters the
		  planned start time of the service order.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Travel cost lines</SectionTitle>
         <Paragraph>Estimated traveling
		  cost lines are created in the <GUIRef href="/baanerp/ts/soc/tssoc2140m000" role="session">Service Order Estimated Other Costs (tssoc2140m000)</GUIRef> session, if the service order
		  status is Free and the Travel Cost Method field in the <GUIRef href="/baanerp/ts/mdm/tsmdm0100m000" role="session">General Service Parameters (tsmdm0100m000)</GUIRef> session is not None.</Paragraph>
         <List>
            <ListIntro>On the Costing tab, in the <GUIRef href="/baanerp/ts/soc/tssoc0100m000" role="session">Service Order Parameters (tssoc0100m000)</GUIRef> session, if:</ListIntro>
            <ListItem>Only the Distance
			 check box is selected, ERP Enterprise creates one cost line for the travel distance and one cost line
			 for travel total.</ListItem>
            <ListItem>Only the Time check
			 box is selected, ERP Enterprise creates one cost line for travel time and one cost line for travel total.</ListItem>
            <ListItem>Both check boxes are
			 selected, ERP Enterprise creates
			 one cost line for the travel time and one cost line for travel distance and one
			 cost line for travel total.</ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Inspection lines</SectionTitle>
         <Paragraph>For each <Link href="/baanerp/ts/glossary/glossary#000010" role="glossary">measurement type</Link> of the Installation
		  group/serialized item that is entered in the <Link href="/baanerp/ts/glossary/glossary#000405" role="glossary">reference activity</Link> of the activity line, ERP Enterprise creates an inspection line in the <GUIRef href="/baanerp/ts/soc/tssoc2550m000" role="session">Inspections (tssoc2550m000)</GUIRef> session.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Service order (activity) status</SectionTitle>
         <Paragraph>ERP Enterprise updates the status of the service order
		  or service order activity to Planned when the global SRP has been carried out
		  successfully.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Purchase</SectionTitle>
         <List>
            <ListItem>In <GUIRef href="/baanerp/ts" role="package">Service</GUIRef>, only global SRP
			 creates the purchase-order lines, if required.</ListItem>
            <ListItem>ERP Enterprise creates purchase orders for a service
			 order's material cost lines whose delivery type is By Purchase Order and
			 Estimated Quantity greater than zero (0).</ListItem>
            <ListItem>For a subcontracted
			 service order activity, with the Service/Cost Item field entered, ERP Enterprise creates a purchase
			 order for the subcontractor's services.</ListItem>
            <ListItem>If the planned
			 delivery date of a purchase item is later than the planned start date of the
			 service order, the Required delivery date %1$u001 for item %2$s not feasible
			 message is printed in the process report.</ListItem>
            <ListItem>The buy-from business
			 partner for the purchase item is determined as follows: <ProcedureList>
                  <ListItem>The buy-from business partner of the material line
				  ( <GUIRef href="/baanerp/ts/soc/tssoc2120m000" role="session">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef>.</ListItem>
                  <ListItem>The buy-from business partner of item/supplier
				  information ( <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef>.</ListItem>
                  <ListItem>The buy-from business partner of the item purchase data
				  ( <GUIRef href="/baanerp/td/ipu/tdipu0110m000" role="session">Items - Purchase Business Partner (tdipu0110m000)</GUIRef>.</ListItem>
               </ProcedureList>
            </ListItem>
         </List>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>The selected business partner or its parent business
				partner must also have a pay-to role. If this role does not exist, ERP Enterprise prints a message on
				the error report and does not create the purchase order.</ListItem>
               <ListItem>If the planned delivery date of a purchase item is later
				than the planned start date of the service order, ERP Enterprise displays a message.</ListItem>
            </List>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Materials</SectionTitle>
         <List>
            <ListIntro>If the statuses of the service order and service-order
			 activity are Free, global SRP creates soft allocations for the required items,
			 which means:</ListIntro>
            <ListItem>Items with a delivery
			 type of From Warehouse, From Warehouse in Car, From Warehouse by Transp., or
			 From Service Kit are listed in the <GUIRef href="/baanerp/wh/inp/whinp1501m000" role="session">Order - Planned Inventory Transactions (whinp1501m000)</GUIRef> session with the transaction
			 type - (Planned Issue).</ListItem>
            <ListItem>Items with a delivery
			 type of either To Warehouse or Tom Warehouse by Transport (materials expected
			 to be received) are listed in the <GUIRef href="/baanerp/wh/inp/whinp1501m000" role="session">Order - Planned Inventory Transactions (whinp1501m000)</GUIRef> session with the transaction
			 type + (Planned Receipt).</ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Tools</SectionTitle>
         <List>
            <ListItem>For other costs lines
			 whose <Link href="/baanerp/ts/glossary/glossary#000403" role="glossary">cost type</Link> is Tooling, the required tool is soft
			 allocated, listed in the <GUIRef href="/baanerp/ti/trp/titrp0111m000" role="session">Estimated Tool Requirements (titrp0111m000)</GUIRef> session, with a Tool Requirement Status
			 of Requested for the period from the Earliest Start Time until the Latest
			 Finish Time.</ListItem>
            <ListItem>If these times are not
			 available, the period from the Planned Start Time until the <Link href="/baanerp/ts/soc/tssoc2100m000#tssoc200.pftm" role="formfield">Planned Finish Time</Link> is used.</ListItem>
            <ListItem>Tool allocation also
			 takes place when a tool must be refurbished, which is when the selected
			 serialized item of the service order activity is of item type Tool in the <GUIRef href="/baanerp/tc/ibd/tcibd0101s000" role="session">Item - General (tcibd0101s000)</GUIRef> session. The Tool Requirements Planning check box in
			 the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session must be selected to
			 implement tooling.</ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Reports</SectionTitle>
         <List>
            <ListItem>Process report: Lists all the service orders that are
			 successfully handled by the global SRP, as well as whether an earlier blocked
			 service order is unblocked and processed. The current service order status also
			 appears.</ListItem>
            <ListItem>Error report: Lists all the service orders that are not
			 successfully handled by the global SRP, and the reason why. The current service
			 order status also appears.</ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Service Order Status</SectionTitle>
         <Paragraph>After you plan the service order, ERP Enterprise changes the service
		  order status to Planned.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Parameters</SectionTitle>
         <Paragraph>The following
		  parameters are used:</Paragraph>
         <List>
            <ListIntro>To create traveling cost lines:</ListIntro>
            <ListItem>Travel Distance</ListItem>
            <ListItem>Travel Time</ListItem>
         </List>
         <List>
            <ListIntro>To allocate preferred engineers during service orders
			 planning:</ListIntro>
            <ListItem>Allocate Engineers during Global SRP</ListItem>
         </List>
         <List>
            <ListIntro>For service order signaling and/or blocking:</ListIntro>
            <ListItem>If Credit Limit Is Exceeded</ListItem>
            <ListItem>If Credit Review Is Overdue</ListItem>
            <ListItem>If invoice Is Overdue</ListItem>
            <ListItem>If Business Partner Is Doubtful</ListItem>
         </List>
         <List>
            <ListIntro>For service order procedure step when service blocking must
			 be carried out:</ListIntro>
            <ListItem>First Order Procedure Step for Blocking</ListItem>
         </List>
         <List>
            <ListIntro>For traveling costs:</ListIntro>
            <ListItem>Travel Cost Method</ListItem>
         </List>
         <List>
            <ListIntro>For implementing tooling:</ListIntro>
            <ListItem>Tool Requirements Planning (TRP)</ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Release Service Orders</SectionTitle>
         <Paragraph>After you plan the service order, you can release the service
		  order to service engineer to execute the order. Use the <GUIRef href="" role="manual">Release Service Orders (tssoc2200m000)</GUIRef> session to release a group or a batch of
		  service orders with Free or Planned statuses. You must have at least one
		  activity linked to service order. An activity must have either one or more
		  engineers assigned to it or a header engineer for the service order to be
		  released.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>After you release the service order, ERP Enterprise changes the service
			 order status to Released.</Paragraph>
         </Note>
      </GeneralSection>
   </GeneralSection>
</ManualTopic>