Migration of Service Expenses

The auxiliary program 'Service Expense. Convert to MAI' (SAS914) creates records for miscellaneous cost types in 'Item. Open' (MMS001) and 'Cost Type. Open for Miscellaneous Costs' (COS160), and, labor charge codes in 'Labor Charge Code. Open' (COS025) and 'Labor Sell Rate. Open' (COS024) from a selected range of service expenses in 'Service Expense. Open for Task' (SOS408).

The migration of service expenses is directed to different programs within (MAI/MNT) depending on the service expense category (SCOD) of the service expense in (SOS408). These service expense categories are considered in the migration:

Service expense category 0 and 2 creates labor charge codes in (COS025) with pricing in (COS024).

Service expense category 3-6 creates items in (MMS001) and cost types in (COS160).

Before you start

Before running (SAS914) it is required to manually create an item type configured for misc expense items in 'Item Type. Open' (CRS040). The item type will be used for creating items in (MMS001) from migrated service expenses of category 3-6.

It is also required to create a control table for the object 'labor charge code' (ITLCDE) in 'Generic Object Control Table. Open' (CMS017). This will be used for migrating pricing for service expenses of category 0 and 2.

Overview

'Service Expense. Convert to MAI' (SAS914) is split into the sections, Selection and Misc cost type. The Selection section defines and limits the data that should be migrated from (SOS419). The Misc cost type writes information to the migrated data in (MMS001) and (COS160).

In the Selection section, the division field is mandatory. The fields for service expense are optional and will define the range of service expense ID’s that will be migrated from (SAS450). Specific service expense categories can be migrated one-by-one by selecting a category in the drop-down-list. Alternatively, category '99-All' can be selected for migrating service expenses irrespective of service expense category.

Information specified in the Misc cost type section is relevant for migrating service expenses with service expenses of category 3-6. The field for item type is mandatory and defines the item type that will be used for creating the misc cost item in (MMS001). The fields 'reg no required', 'mandatory approval', 'excluded', and 'non-taxable' are optional. If specified, they write the specified values to the misc cost type in (COS160).

Migration of Service Expense Category 0 and 2

Service expenses with service expense category 0 and 2 will create labor charge codes in (COS025). The naming of the migrated service expense in (COS025) depends on the length of the service expense ID (SVID) in (SOS408).

Before running the auxiliary program, it is required to manually create a control table for the object 'labor charge code' (ITLCDE) in 'Generic Object Control Table. Open' (CMS017). When (SAS914) is run, labor charge codes will be created for service expenses with service expense category 0 and 2 in (COS025). Pricing for the service expenses will be created in (COS024) in the division specified in (SAS914), for the facility defined as consolidated facility in the selected division, and in the priority that has 'labor charge code' (ITLCDE) defined as the control object.

These values from (SOS408) are updated in (COS025) and (COS024):

(SOS408)

(COS025) & (COS024)

Comments

(SOS408/E)

SVID

Service expense

(COS025/E)

LCDE

Labor charge code

 

(SOS408/E)

SVDS

Name

(COS025/E)

TX40

Description

 

(SOS408/E)

TEDS

Description 1

(COS025/E)

TX15

Name

 

(SOS408/E)

UNMS

Basic unit of measure

N/A

N/A

N/A

Limitation: Assumed that the basic unit of measure is "HOURS"

(SOS408/F)

SAPR

Sales price

(COS024/E)

ALP1

Man-hour price

Divided per SACD

(SOS408/F)

SACD

Sales price qty

N/A

N/A

N/A

Used for dividing SAPR and writing sales price per 1qty in ALP1

(SOS408/F)

SPDT

Sales price date

(COS024/E)

STDT

Start date

 

(SOS408/F)

CUCS

Currency – sales price

(COS024/E)

CUCD

Currency

 

N/A

N/A

N/A

(COS024/E)

TODT

To date

Set TODT to one year from today.

Migration of Service Expense Category 3-6

Service expenses of category 3-6 will create items in (MMS001) and misc cost types in (COS160).

Before running the auxiliary program it is required to manually create an item type for miscellaneous cost items in (CRS040). The item type should have an item category '13-non-material' and an item template with non-material type '06-Expense'. When the auxiliary program is run the item type will be used as the template for creating misc cost items in (MMS001) from service expenses with service expense category 3-6. A misc cost type is created in (COS160) based on the information on the misc cost item in (MMS001) and optional information specified in (SAS914).

These values from (SOS408) update (MMS001) and (COS160):

(SOS048)

(MMS001) & (COS160)

Comments

(SOS408/E)

SVID

Service expense

(MMS001/E)

ITNO

Item number

 

(SOS408/E)

SVDS

Name

(MMS001/E)

ITDS

Item description

 

(SOS408/E)

TEDS

Description 1

(MMS001/E)

FUDS

Description

 

(SOS408/E)

RESP

Responsible

(MMS001/E)

RESP

Item responsible

 

(SOS408/E)

UNMS

Basic unit of measure

(MMS001/E)

UNMS

Basic unit of measure

 

(SOS408/E)

ITGR

Item group

(MMS001/E)

ITGR

Item group

 

(SOS408/E)

ITCL

Product group

(MMS001/E)

ITCL

Product group

 

(SOS408/E)

STAT

Status

Item type sets status in (MMS001)

Item type sets status in MMS001

Item type sets status in MMS001

 

(SOS408/E)

ACRF

Accounting control object

(MMS001/E)

ACRF

Accounting control object

 

(SOS408/E)

TAXC

Tax code

(MMS001/G)

TAXC

Tax code

 

(SOS408/F)

STDC

Standard cost

(MMS001/H)

PUPR

Purchase price

 

(SOS408/F)

SPCD

Standard cost quantity

(MMS001/H)

PUCS

Purchase price qty

 

(SOS408/F)

STDD

Standard cost date

(MMS001/H)

PPDT

Purchase price date

 

(SOS408/F)

CUCD

Currency (cost)

(MMS001/H)

CUCD

Currency

 

(SOS408/F)

SAPR

Sales price

(MMS001/H)

SAPR

Sales price

 

(SOS408/F)

SACD

Sales price qty

(MMS001/H)

SACD

Sales price qty

 

(SOS408/F)

SPDT

Sales price date

(MMS001/H)

SPDT

Sales price date

 

(SOS408/F)

CUCS

Currency – sales price

(MMS001/H)

CUCS

Currency – sales price

 

(SOS408/F)

FRE3

Statistics identity 3 item

(MMS001/H)

FRE3

Statistics identity 3 item

 

(SOS408/F)

FRE4

Statistics identity 4 item

(MMS001/H)

FRE4

Statistics identity 4 item

 

(SAS914)

RNRQ

Registration number required

(COS160/E)

RNRQ

Registration number required

 

(SAS914)

MAPE

Mandatory approval of expenses

(COS160/E)

MAPE

Mandatory approval of expenses

 

(SAS914)

EXCL

Excluded

(COS160/E)

EXCL

Excluded

 

(SAS914)

NTAX

Non taxable

(COS160/E)

NTAX

Non taxable

 

Functional limitations

All fields not mentioned in the migration table are considered limitations. Additionally:

Related topics