| # Service Order(tssoc2100m100) Use this session to view, maintain, or create service orders. You can perform a number of financial and logistical tasks related to a service order, service order activities, and cost lines. Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse: Related To: Starts the Graphical Browser Framework that displays the orders which originate from the current order. Related From: Starts the Graphical Browser Framework that displays the orders that originate from the specific order. Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options: View Details: Use this option to view the details of the related order. Reverse Tree: Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode. Note Use the Recalculate Price/Discounts Entire Order option to retrieve the default prices of the cost and invoice lines related to the service order or activity line from the service contract. This option is disabled if the price of the related cost lines, activities and invoice lines cannot be modified. To review the actual and estimated material, labor and other costs, you can use the following satellite sessions: Service Order Material Costs (tssoc2122m000) Service Order Labor Costs (tssoc2132m000) Service Order Other Costs (tssoc2142m000) If no user profile is defined for the current user in the Service User Profiles (tsmdm1150m000) session, these sessions are displayed instead of the estimated and actual costs sessions. You can carry out the following tasks: View, maintain, and create a service order. To create a new service order, you can click New on the toolbar. You must also enter the details and save the record. View, maintain, and create service order activities. For each service order, you must enter at least one service order activity. The addition of a service order activity is imperative for the execution of the service order. View, maintain and estimate cost lines: You can enter financial details related to the material, labor, and other cost lines for the service order. Service order lines The satellite sessions are displayed based on the specific check boxes selected in the Service User Profiles (tsmdm1150m000) session: Materials To view the Material session, select the Materials check box. The lines on this session refer to the Service Order Material Costs (tssoc2122m000) session. Labor To view the Labor session, select the Labor check box. The lines on this session refer to the Service Order Labor Costs (tssoc2132m000) session. Other To view the Other session, select the Other check box. The lines on this session refer to the Service Order Other Costs (tssoc2142m000) session. Activities The lines on the Activities session refer to the Service Order Activities (tssoc2110m000) session. Estimated Materials To view the Estimated Material session, select the Estimated Materials check box. The lines on this session refer to the Service Order Estimated Material Costs (tssoc2120m000) session. Estimated Labor To view the Estimated Labor session, select the Estimated Labor check box. The lines on this session refer to the Service Order Estimated Labor Costs (tssoc2130m000) session. Estimated Other To view the Estimated Other session, select the Estimated Other check box. The lines on this session refer to the Service Order Estimated Other Costs (tssoc2140m000) session. Actual Materials To view the Actual Material session, select the Actual Materials check box. The lines on this session refer to the Service Order Actual Material Costs (tssoc2121m000) session. Actual Labor To view the Actual Labor session, select the Actual Labor check box. The lines on this session refer to the Service Orders Actual Labor Costs (tssoc2131m000) session. Actual Other To view the Actual Other session, select the Actual Other check box. The lines on this session refer to the Service Order Actual Other Costs (tssoc2141m000) session. Assignments To view the Assignments session, select the Assignments check box. The lines on this session refer to the Service Engineer Assignments List (tssoc2505m000) session. Hours Accounting To view the Hours Accounting session, select the Hours Accounting Line in Service Order check box. The lines on this session refer to the Service Order Hours (bptmm1130m000) session. Related topics Recalculation of sales price and linking of a contract on service order Impact of the Project Link on a Service Order/Activity Service Order The number used to identify the service order. If you create a service order in the details session, you select a series to assign the service order to, and LN 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. Installation group The installation group that the service order is created for. Description The name or description of the Installation group. Description The name of the department. Contact The sold-to business partner's contact. 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. Warranty Claim Select this check box when a service order is related to dealer warranty. The service is performed by the dealer for a customer on the behalf of orginal equipment manufacturer. The check box is enabled till a cost line is created for a service order. If this check box is selected, the Claim Method field is enabled. Important! If this check box is selected, a claim header is created which is linked to the service order. A claim line is created when you create Material/Labor/Other cost line for a service order. Project The code that uniquely identifies the project to which the service order/service order activity line is linked. Description The description or name of the code. Service Department The service department that carries out the service order. Default value The service department specified for the Installation group in the Installation Groups (tsbsc1100m000) session. Otherwise, the service department is specified in the User Profiles (tsmdm1150m000) session. Description The description or name of the code. Financial Department LN only displays the financial department of the order if you select the Use Tax Numbers of other Financial Companies check box in the Tax Parameters (tctax0100m000) session. Note The tax country can change in the following ways: You enter or change the location address on the service order header. The Location Address of a service order determines the tax country. LN determines the tax details of the first order line and this results in a different tax country. Note You can change the financial department on the order header if no financial postings exist for the order. If financial postings exist, LN displays a warning message. Financial Department The description or name of the code. Service Engineer The service employee who carries out the service order. The service engineer can be allocated to the service order in the following ways: You can select the service engineer. Click the browse arrow to select the service engineer. LN allocates the service engineer in case you do not select the service engineer. LN assigns the service engineers only when you select the Default Preferred Engineer during Global SRP check box in the Service Order Parameters (tssoc0100m000) session and then run the Run Global SRP (tssoc2260m000) session. Note This field can only be filled if the service-order status is Free, Planned, or Released. Changing the service employee 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. Description The name of the service engineer. Service Contract A sales agreement between a service organization and a customer for a specific period, that states the configurations (Installation groups or serialized items) to be maintained, the coverage terms, and the agreed price. Service Type The service type. You can define an issue and receipt warehouse order type for a service type in the Service Types (tsmdm0130m000) session. If a warehouse order is created for a service order, LN selects Warehouse Order Type for Issue or Warehouse Order Type for Receipt defined for the service type. Note If an Issue and Receipt warehouse order type is not defined for the service type, LN selects the default Warehousing Order Type defined in Default Order Types by Origin (whinh0120m000) session. 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: 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. Location Address The location and address of the sold-to bp. Claim Method The method by which the original equipment manufacturer (OEM) reimburses the dealer. The OEM reimburses the dealer for the service provided by the dealer to the customer on the behalf of OEM. Note The field is enabled only when the Warranty Claim check box is selected. The option is disabled and the value is set to Not Applicable if the Warranty Claim check box is cleared. Following are the available values: Reimburse Material The claim method Reimburse Material applies only in case of material cost lines. The value in the Delivery Type field in the Service Order Estimated Material Costs (tssoc2120m000) and in the Service Order Actual Material Costs (tssoc2121m000) is defaulted based on the settings in the Items - Service (tsmdm2100m000) session. You can change the value. The default delivery type is one of the following: From Warehouse From Service Inventory The other two delivery types which the user can also use are: Supplier Direct Delivery To Warehouse Reimburse Costs The claim method Reimburse Costs applies when OEM reimburses the cost to the dealer for the material consumed in repair. Additionally, the claim method for Labor and Other Cost Lines is always Reimburse Costs. The default value in the Delivery Type field is always Supplier Direct Delivery. You can change the value Planned Start Time The time by which the service order must be started. Note This field is enabled only for the service orders with the status Free, Planned, or 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, LN updates this field with the value of the activity's PST. Planned Finish Time The time at which the 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, LN updates this field with the value of the activity's PFT. Note This field is enabled only for the service orders with the status Free, Planned, or Released. Earliest Start Time The time that the service order is planned to start at the earliest. 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 that 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 with the sold-to business partner is confirmed. 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. Pricing Contract The contract linked to the service order line for which contract price is defined. Pricing Contract Change The number that identifies the active contract change number at the time of linking. The order uses the contract terms that are activated for this contract change number. Pricing Contract Line Contract configuration line liked to the service order line for which contract price is defined. Pricing Method The pricing method that LN uses to invoice the service order. Note If the Pricing Method field is set to Fixed Repair Price, a record is crated in Service Order Fixed Prices (tssoc2115m000) session. Allowed values Pricing Method Fixed Price The fixed price available for the service order. Note This option is enabled only if the Pricing Method field is set to Fixed Repair Price. This option is visible only if the Use Fixed Repair Prices in Service Orders check box is selected in the Service Order Parameters (tssoc0100m000) session. Price Origin The price origin of the fixed price. Allowed values Price Origin Contract Ignored If this check box is selected/cleared, the following are the possible scenarios: If this check box is selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract is linked and the sales price of the service contract is overruled. If this check box is selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a service contract is not linked. If this check box is not selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract exists, and pricing terms data is used. If this check box is not selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a valid service contract does not exist. 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. Insert Inserts a new record. Hours Accounting Use this option to maintain hours accounting for the service order. Blocking Reasons Use this option to include a blocking reason for the service order. This option starts the Blocking Reasons (tsmdm1101m000) session. Global SRP... Use this option to run Global SRP on the Service Order. Release Sets the status of the service order from Free to Released. The service order activities you select are released, independent of the header status, which can be Free or Planned. The status of the service order activities that are not selected for release remains unchanged. Complete Sets the status of a service order from Released to Completed. Cost Costs the service order. Dispatch Control Starts the Dispatch Control (tssoc2105m009) session. 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 available 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 is defined for at least one of the cost lines. Not all of the cost lines are linked to ERP project. The order/activity link can be found in the 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 Displays the service order and its associated service order activities in a graphical manner. View Installation Group Tree Displays the Installation group for which the service order is created. Appointment Starts the Appointments (tsmdm0123m000) 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 the blank service order sheets. Related Orders To Starts the Graphical Browser Framework that displays the orders which originate from the current order. Related Orders From Starts the Graphical Browser Framework that displays the orders from which the current order originates from. Link / Unlink Contract Allows the user to link or unlink the service contract with the pricing terms. This option is enabled only if the pricing contract is defined for the service contract. This option is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session. Recalculate Price/Discounts Entire Order Starts the Price and Discount Recalculation (tssoc2240m000) session. Fixed Prices Starts the Service Order Fixed Prices (tssoc2115m000) session This option is enabled only if the Pricing Method field is set to Fixed Repair Price. This option is visible only if the Use Fixed Repair Prices in Service Orders check box is selected in the Service Order Parameters (tssoc0100m000) session. Service Order - Lines - Synchronization Starts the Service Order - Lines - Synchronization (tssoc0280m000) session. To Supplier Claim Transfer all Service Order Lines to the Supplier Claim Requests (tscmm1114m000) session. The form command is enabled only if the Service Order Lines are released and one of the lines must be Costed. 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 one or more Supplier Claim Request exist for the Service Order. |