| # Coverage Lines (tsmsc1120m000) Use this session to view or modify coverage lines. You can also use this session to view the GST related tax details. Infor LN defaults this data only if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, else, the excise/VAT details are defaulted. Note Use the Recalculate Price and Discounts option to retrieve the default sales price for the related coverage lines from the Items - Service (tsmdm2100m000) session. This option is disabled if the sales price of the part line and the related coverage lines cannot be modified. LN defaults the project pegging data in this session either from the Costing Breaks Service Depot Repair Other (tppdm3105m000) session or from the Maintenance Sales Orders (tsmsc1100m000)/ Maintenance Sales Order - Lines (tsmsc1100m100) sessions. The costing breaks functionality enables you to redirect cost from one level to another. On the appropriate menu you can click Cost to set the status of the selected coverage line to Costed. Note If you zoom from another session to start this session, you can only find and select a record. You can only modify cost lines if the status of the coverage line is Free. Related topics Coverage line types and item line pricing methods Project pegging in depot repair Recalculation of sales price and linking contracts to the MSO Service Costing Break Hierarchy and Search Path Project Pegging Costing Breaks in Depot Repair Tax calculation on Maintenance Sales Quotation Introduction to GST Master data set-up Impact of GST on Service processes Impact of GST on Customer Claim process Impact of GST on Supplier Claim process Maintenance Sales Order The number of the maintenance sales order. Maintenance Sales Order Sales order status Order Line The sequence number of the order line. Order Line Sales order line status Coverage Line The sequence number of the coverage line. Status Actual Cost Line Status Coverage Line Origin The origin of the coverage line. Allowed values Line Origin Cost Type Categories that are used to register the type of costs. Cost types enable you to have a more detailed view of the source of costs. Item The item specified as cost or service. The field is enabled only when the Cost Type is Other. If you select an item, the Description field is disabled. Miscellaneous costs such as administrative cost, hotel stay, telephone bills and so on are maintained as the Cost items or Service items. To register the cost, use the browse arrow to select the item from the Items - General (tcibd0501m000) session. Important! To represent the miscellaneous cost, you can define an item of type Service or Cost in the Items - General (tcibd0501m000) session. Description The description of the item. Enter the description of the item in case you do not select a value in the Item field. Serial Number The serial number of the serialized item. Effectivity Unit A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item. Project Pegging Project The code of the project for which the material resource line is created. Note This field is applicable if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. This field is mandatory if: the Inherit Project Peg and Mandatory Project Peg check boxes are selected in the Item - General (tcibd0101s000) session. the Project Pegging data is defined in the Work Orders (tswcs2100m000) session. This field is not valid if: the project is linked to a contract in the Contracts (tpctm1100m000) session. the project is a Project (TP) with status Free. the project is a Project (PCS). The value in this field is defaulted from the Maintenance Sales Orders (tsmsc1100m000) session if the Line Origin field is set to a value other than Work Order and the coverage line is linked to the maintenance sales order header. The value in this field is defaulted from the Maintenance Sales Order - Lines (tsmsc1100m100) session if the Line Origin field is not set to Work Order and the coverage line is linked to the maintenance sales order line. For more information, refer to Project pegging in depot repair Description The description or name of the code. Element The code of the project element for which the material resource line is created. Note This field is mandatory if: the Inherit Project Peg and Mandatory Project Peg check boxes are selected in the Item - General (tcibd0101s000) session. the Project Pegging data is defined in the Work Orders (tswcs2100m000) session. the Element check box is selected in the General Project Parameters (tppdm0100s000) session. This field is not applicable if: the Project Pegging check box is not selected in the Implemented Software Components (tccom0100s000) session. The value in this field is defaulted from the Costing Breaks (tppdm3600m000) session based on the coverage line data only if: the Line Origin field is set to a value other than Work Order. the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. the coverage line is linked to a part maintenance line. The value in this field is defaulted from the Maintenance Sales Orders (tsmsc1100m000) header to which the coverage line is linked, if the Costing Breaks check box is not selected in the Implemented Software Components (tccom0100s000) session and the Line Origin field is set to a value other than Work Order. The value in this field is defaulted from the MSO line in the Maintenance Sales Order - Lines (tsmsc1100m100) session to which the coverage line is linked, if the Costing Breaks check box is not selected in the Implemented Software Components (tccom0100s000) session and the Line Origin field is set to a value other than Work Order. Description The description or name of the code. Activity The code of the project activity for which the material resource line is created. Note This field is applicable if: the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. This field is mandatory if: the Inherit Project Peg and Mandatory Project Peg check boxes are selected in the Item - General (tcibd0101s000) session. the Activity check box is selected in the General Project Parameters (tppdm0100s000) session. the Project Pegging data is defined in the Work Orders (tswcs2100m000) session. The value in this field is defaulted from the Costing Breaks (tppdm3600m000) session based on the coverage line data only if: the Line Origin field is not set to Work Order. the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. the coverage line is linked to a part maintenance line. The value in this field is defaulted from the Maintenance Sales Orders (tsmsc1100m000) header to which the coverage line is linked, if the Costing Breaks check box is not selected in the Implemented Software Components (tccom0100s000) session and the Line Origin field is set to a value other than Work Order. The value in this field is defaulted from the MSO line in the Maintenance Sales Order - Lines (tsmsc1100m100) session to which the coverage line is linked, if the Costing Breaks check box is not selected in the Implemented Software Components (tccom0100s000) session and the Line Origin field is set to a value other than Work Order. Project Peg Origin The origin of a project peg. Allowed values Project Peg Origin Note LN defaults the value in this field from the Work Orders (tswcs2100m000) session. This field is applicable only if the Project Pegging check box is selected in the Implemented Software Components (tccom0100s000) session. This field is set to Costing Break if: the Line Origin field is not set to Work Order. the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. the coverage line is linked to a part maintenance line. costing breaks apply to the coverage line in the Costing Breaks (tppdm3600m000) session Description The description or name of the code. Consumed Quantity The quantity of item, skill, other, resource, or cost actually used. Sales Price The agreed price for the maintenance work. For sale of replacements, this field indicates the sales price of the item. The sales price is retrieved based on the value you select in the Sales Prices Search Method field of the General Service Parameters (tsmdm0100m000) session. Sales Price (Currency) The currency of the sales price. Surcharge The surcharge applicable for the sales price. Surcharge The currency in which the surcharge is expressed. Cost Price The cost price for the maintenance work. For sale of replacements, this field indicates the cost price of the item. Cost price is retrieved from the Items - Costing (ticpr0107m000) session. Cost Price (Currency) The currency of the cost price. Surcharge The surcharge applicable for the cost price. Surcharge The currency in which the surcharge is expressed. Coverage Type A financial classification that indicates to what extent work is covered under warranty or contract, and what part of the activities can be charged. Cost Component The cost component to which the costs are attributed. Note Cost components are defined in the Cost Components (tcmcs0148m000) session. Related topics Cost components in Manufacturing Cost components in Service Labor Type Sales The labor type for cost type Labor. Quotation The quotation number that is linked to the maintenance sales order. Quotation Cost Line The quotation cost line that is linked to the coverage line. Total Sales Amount The total sales amount. Note Sales amounts are expressed in the sales currency defined on the maintenance sales order. Quotation If this check box is selected, the coverage line is covered by quotation. Related topics Quotation Amount Calculation Methods Quotation The quotation amount. Repair Warr. If this check box is selected, a repair warranty is applicable. Repair Warr. If the MSO line is covered by a repair warranty and the Repair Warranty check box is selected, the sales amount covered by the repair warranty appears here. Note If you clear the Repair Warranty check box and save the cost line, this field is set to 0, which skips the repair warranty's coverage of the cost line. By default the coverage given is 100%. The user has the option to change the coverage amount. Warranty If this check box is selected, it indicates a warranty coverage is applicable. Warranty The sales amount covered under the applicable warranty. Contract If this check box is selected, it indicates service contract coverage is applicable. Contract The sales amount covered under the applicable service contract. Goodwill Sales Amount The sales amount that is specified as coverage under goodwill. This amount is on and above other coverages. Invoice Amount The invoiceable amount. Invoice Sales Amount The amount to be invoiced, after deducting the coverage amounts from the total amount. Note Sales amounts are expressed in the sales currency defined on the maintenance sales order. Tax Classification An attribute of order header and order lines that you can use to define tax exceptions for the transactions. 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: That payment to an invoice-to business partner is subject to withholding tax and social contributions. To group business partners that have the same tax aspects for your company, for example, subcontractors, or agents. That tax must be paid in the country other than the sales office or service office’s home country. Tax Classification The description or name of the code. Percentage The percentage that you can subtract from the gross sales price or purchase price. Discount Amount The discount given to a business partner, calculated by unit and expressed as a value. For instance, 3 euro. Print on Invoice The print options for the cost line when the invoice amount is zero. Note When the field is set to No Invoice, Invoice costs are considered as goodwill If the field is set to 'No Invoice' after the line is costed, the available invoice line in Invoicing is deleted. Allowed values Print on Invoice Net Sales Amount The net invoice amount after discount. Date The date on which the invoice is printed. Company A company that is used for posting financial data in Financials. You can link one or more enterprise units from multiple logistic companies to one financial company. Number The kind of invoice. Each Operations Management package has its own types of invoices. Number The corresponding transaction number retrieved from Invoicing. Posting Date The date the invoice is posted to Financials. VAT Based On If this check box is selected, VAT calculation is based on goods or services. Allowed values VAT Based on Note The value in this field is defaulted from the Maintenance Sales Quotations (tsepp1100m000) session, if a quotation is linked to the coverage lines, If a quotation is not linked to the coverage lines: VAT Based on Services for Part Maintenance or Part Loan lines VAT Based on Goods for Part Delivery or Part Receipt lines Tax Country The country code. Tax Code The tax code associated with the country applied to this line. Note If the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, Infor LN defaults the tax code applicable for the receiving address state. The tax code must be of type aggregate tax code. Exempt If this check box is selected, tax exemption applies. Note If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is set to: Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Purchase field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed. Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled. Related topics To set up tax exemptions Tax Number A number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide you with their tax number. Business partners without a tax number are considered to be private persons. Related topics Overview of Indian tax handling Business Partner Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration BP Tax Number The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, LN uses the planned receipt date. Exempt Certificate Your own exemption certificate. Note LN prints the exempt reasons on the invoices. This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session. This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session. Related topics To set up tax exemptions Exempt Reason The reason why your own company is exempt from sales tax. Note This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session. This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session. The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Order Date. Related topics To set up tax exemptions Work Order The number of the work order of which the resource/costs are transferred as coverage lines of the maintenance sales order. Work Order The number of the corresponding work order resource line. Consumed Quantity The unit that is used for the quantity or price. Gross Margin Amount Gross Margin Amount is the ratio of gross profit upon total costs or total sales amount. Gross Margin is calculated before discounts are given to the customer.
    Gross Margin Amount = Total Sales Amount - Total Cost
    			 Amount
Note The Gross Margin Amount indicates profitability. Gross Margin[%] The Gross Margin Percentage is calculated on the basis of the maintenance sales order parameters Use Margin Control and Margin Base. Formula to Calculate Gross Margin % When the base is cost of sales:
    Gross Margin = (Total Sales Amount - Total Cost
    			 Amount/Total Cost Amount) * 100
When the base is sales:
    Gross Margin = (Total Sales Amount - Total Cost Amount
    			 / Total Sales Amount) * 100
Net Margin Amount Net Margin Amount is the actual profit/loss that is incurred by a service company. It is calculated after the contract / warranty / goodwill coverage or any discount that is given to the customer.
    Net Margin Amount = Invoice Sales Amount - Invoice Cost
    			 Amount
Net Margin[%] The Net Margin Percentage: Formula to Calculate Net Margin % When the base is Cost of Sales:
    Net Margin % = (Net Invoicable Sales Amount - Net
    			 Invoiceable Cost Amount / Net Invoicable Cost Amount) * 100
When the base is sales:
    Net Margin % = (Net Invoicable Sales Amount - Net
    			 Invoicable Cost Amount / Net Invoicable Sales Amount) * 100
Price Origin The origin of the sales price. Allowed values Price Origin Contract Ignored If this check box is selected, LN indicates that a valid pricing contract is present and the contract is unlinked or the Sales Price is manually overwritten. Note This is a display field. This field is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session. Sales Price Unit The unit in which the sales price is expressed. Note The value in this field is defaulted from Pricing or service pricing contract or from the Items - Service (tsmdm2100m000) session. If the unit in not defined in Pricing or service pricing contract or from the Items - Service (tsmdm2100m000) session, the value in the Unit field is defaulted. Cost Price Unit The unit in which the cost price is expressed. Surcharge The surcharge applicable for the sales price. Surcharge The surcharge applicable for the cost price. Task The code of the task. Description The description or name of the code. Cost Sets the status of the selected coverage line to Costed. Recalculate Price and Discounts Starts the Recalculate Sales Prices and Discounts (tsmsc2240m000) session. To Supplier Claim Transfer the selected coverage lines to the Supplier Claim Requests (tscmm1114m000) session. The form command is enabled only if or more coverage lines is marked and if one of the marked coverage lines is Costed or Posted to Finance. During the process a message will be given for all the lines that cannot be transferred. Supplier Claim Requests Starts the Supplier Claim Requests (tscmm1114m000) sessions. The form command is enabled only if at least one Supplier Claim request exists for the Maintenance Sales Order. |