The date and time as of which the parameters are valid. The
parameters are valid up to the effective date of the most recent parameter
setting.
Service Order Parameters (tssoc0100m000)This session contains:
To view or change the current parameters, double-click the set without an effective date that appears at the top of the list to run the Service Order Parameters (tssoc0100m000) session . If you make changes and save the new parameter setting, LN performs the following actions:
Note By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text.
Effective Date The date and time as of which the parameters are valid. The
parameters are valid up to the effective date of the most recent parameter
setting. Description The description of the parameter set, for example, the reason
why the previous setting was changed. Number Group Service Order Quotations The code of the number group used for
service order quotations. Description The description or name of the code. Quotation History This parameter indicates the quotation information that will be
stored when a quotation is moved to history. Select one of the following options:
Effectivity Period of Quotations [Days] The number of days that a service-order quotation is valid.
This number determines the default value of the Expiry Date field in the Service Order Quotations (tssoc1100m000) session when you create a new service-order
quotation. Number of Extra Quotation Copies [0-9] The number of extra copies printed when you print a service
order quotation. Cost Component for Quotation Invoicing If you create a service order from a service-order quotation, LN can
create an invoice for the amounts agreed to in the service-order quotation. In
this field, you can enter the default cost component used to
create the invoice. Cost Component for Quotation Invoicing The name or description of the cost component. Use Margin Control If this check box is selected, gross margin (GM) control on service-order
quotations is enabled. When the price of a service-order quotation is
calculated, the gross margin is checked. If the margin exceeds the lower or
upper limit, a signal appears. If this check box is cleared, the gross margin control on service-order quotations is disabled. If this check box is cleared, the Gross Margin and Net Margin are not filled in the Service Order Online Margin Control (tssoc4500m000) session. The following table lists the results of the various values:
The gross margin is calculated according to one of the following basic formulas: gross margin = (sales - cost of sales) / sales gross margin = (sales - cost of sales) / cost of sales Margin Base Select whether the gross margin is calculated
based on the sales value or on the cost of sales. Repair Warranty Default service type used to categorize service order
generated/created from bad fix calls, manual service orders, or from planned
activities. This service type is used to determine whether Repair Warranty is applicable for the service
order. Note This field is not mandatory. If you leave the Repair Warranty service type field empty, a warning message appears. Lower Margin The percentage by which the actual sales price is allowed to be
lower than the cost price. The upper and lower margins enable you to monitor sales using gross margins. When the costs of a service order quotation are calculated, if the gross margin percentage drops below this lower limit a warning message appears. Note This field is unavailable if the Use Margin Control check box is cleared. This field is applicable only for the Service Order Quotations (tssoc1100m000) session. Upper Margin The percentage that the actual sales price can exceed the cost
price. The upper and lower margins enable you to monitor sales by means of gross margins. When the costs of a service order quotation are calculated, if the gross margin percentage exceeds this upper limit, a signal is given. Note This field is unavailable if the Use Margin Control check box is cleared. This field is applicable only for the Service Order Quotations (tssoc1100m000) session. ATP Check Enabled If this check box is selected, an ATP check is performed. Type for Material Requirement The allocation and hard peging type. LN allocates
the inventory for a specific demand. LN uses the
item specifications to match the demand and supply of inventory. Default value The default value is Not Applicable. You can change the allocation and hard pegging type. Allocation and Hard Pegging Types Select the allocation and hard pegging type. This field can have the following values:
Use Unallocated Inventory If this check box is selected, Infor LN Enterprise Planning uses unallocated inventory to match and meet the inventory
demand and supply. If this check box is cleared, Infor LN Enterprise Planning does not use unallocated inventory to meet the inventory demand. Note LN matches the inventory demand and supply in the following order of priority:
Important! The field is disabled only when you select Not Applicable in the Type for Material Requirement field. Number Group Service Orders The code of the number group used to
identify service orders. Number Group Costing Sheets The default number group for blank
service-order costing-sheets. Unit of Measure The unit used to express length (and width) in material cost
lines. You must select this check box if this field is already used in the service-order material-costs. Allowed values: Only unit codes with the physical-quantity value Length are permitted. Unit of Measure The name of the unit of measure. Service Order History If this check box is selected, you can transfer orders
to service-order history. If this check box is cleared, you
cannot copy the service order to History. You cannot delete closed or cancelled
orders. Instead, you can only delete service orders. This applies for service
order quotations, as well. Inventory Commitments Required If this check box is selected, inventory must be committed to the service
order. The check box must be selected in case some material needs to be delivered from a warehouse, or some tools are required. If this check box is selected, these resources are committed to the service order. Activity Line Mandatory If this check box is selected, you must link an activity line number to all
the cost lines in a service order like the Material, Labor, Other and so on except the Traveling line. By default, the check box is
clear. Note For cost lines of type Traveling, the activity line number is always zero even when you select the Activity Line Mandatory parameter. The travel line is generated when you select the Consolidate Travel cost parameter in the current session. Use Master Routing If this check box is selected, master routing data is used for field service. Completion of Service Order Specify how the service order must be completed. Allowed values If you select the option Interactive, a question is displayed when you set the last activity line or the last cost line of the service order to Completed status. If you select the option Automatic or Manual, the question is not displayed Costing of Service Order Specify how the service order must be costed. Allowed values Default value Interactive Canceling of Service Order Specify how the service order must be canceled. Allowed values Default value Interactive If you select the option Interactive, a question is displayed when you cancel the last activity line or the last cost line of the service order. If you select the option Automatic or Manual, the question is not displayed Number Group FCOs The default number group used to
identify field change orders (FCOs). Number Group Claim Header The number group that is used to generate first free numbers
for claim header. Matching Claim Number If this check box is selected, the unique service order number is also
assigned to the claim number. Service Order Quotations The code you enter in this field will be the default service
type used to categorize the generated service order. Service Order Quotations The description or name of the service type. Manual Service Order The code of the default service type used to
categorize a service order activity generated from a manual service order if no
service type is specified for the manual service order. Field Change Orders The code of the default service type used to
categorize a service order activity from a field change order (FCO) if no
reference activity is specified for the FCO. If a service order activity is generated from a field change order (FCO), and no service type is specified for the FCO, the code entered in this field will be the default service type used to categorize the generated service order activity. Planned Activities If a service order activity is generated from a preventive
maintenance plan ( planned activities), and no service type is specified
for the planned activities, the code entered in this field will be the default
service type used to categorize the generated service order activity. Calls When a service order activity is generated from a service call,
if no service type is specified
for the service call, the code you enter in this field will be the default
service type used to categorize the generated service order activity. Tool Refurbishment The default service type code that is
used to categorize a service order activity generated from a tool refurbishment
if no reference activity is specified for the tool refurbishment. Inspections The default service type code used when
the follow-up service order is created from an inspection. Project The default service type code used when
the follow-up service order is created from an ERP Project. First Order Procedure Step for Blocking This field dictates the number of stages at which a service
order must be checked to check that the service order meets any of the selected
signaling and blocking parameters, and if so is blocked by LN. Signal If Credit Limit is Exceeded If this check box is selected, LN signals the user
if the credit limit of an invoice-to BP is exceeded. If this check box is cleared, no signal is given, even if the credit limit of the invoice-to BP is exceeded. Block If Credit Limit is Exceeded If this check box is selected, LN blocks the service
order if the credit limit of the invoice-to BP is exceeded. If this check box is cleared, the service order will not be blocked, even if the credit limit of the invoice-to BP is exceeded. Signal If Credit Review is Overdue If this check box is selected, LN signals the user
if the credit review of the invoice-to BP is overdue. If this check box is cleared, no signal is given, even if the credit review of the invoice-to BP is overdue. Block If Credit Review is Overdue If this check box is selected, LN blocks the service
order if the credit review of the invoice-to BP is overdue. If this check box is cleared, the service order will not be blocked, even if the credit review of the invoice-to BP is overdue. Signal If Invoice is Overdue If this check box is selected, LN signals the user
if the invoice-to BP has an overdue invoice. If this check box is cleared, no signal is given, even if the invoice-to BP has an overdue invoice. Block If Invoice is Overdue If this check box is selected, LN blocks the service
order if the invoice-to BP has an overdue invoice amount. If this check box is cleared, the service order is not blocked, even if the invoice-to BP has an invoice amount overdue. Signal If business partner is Doubtful If this check box is selected, LN signals the user
if the invoice-to BP is doubtful. If this check box is cleared, no signal is given, even if the invoice-to BP is doubtful. Block If business partner is Doubtful If this check box is selected, LN blocks the service
order if the invoice-to BP is doubtful. If this check box is cleared, the service order is not blocked, even if the invoice-to BP is doubtful. Use Manufacturing Projects If this check box is selected, integration with the Project Control module in Manufacturing is possible. If this check box is cleared, integration with the Project Control module in Manufacturing is not possible. Order Escalation Time The period of time after which a released emergency service
order will be treated as a deferred emergency service order. For an emergency
service order not yet attended by a service engineer, when the order release
date/time plus the order escalation time occurs in the past, that order is
treated as a deferred emergency service order. The list of such orders can be
viewed using the Deferred Emergency Service Orders (tssoc2502m000) session. Searching Based on When a new service order is registered, LN searches for
existing service orders. Allowed values Free If this check box is selected, status of the service order will set to Free. Planned If this check box is selected, status of the service order will set to Planned. Released If this check box is selected, status of the service order will set to Released. Completed If this check box is selected, status of the service order will set to Completed. Costed If this check box is selected, status of the service order will set to Costed. Closed If this check box is selected, status of the service order will set to Closed. Canceled If this check box is selected, status of the service order will set to Canceled. Rejected If this check box is selected, status of the service order will set to Rejected. Distance If you select the Distance and the Consolidate Travel cost check box, LN creates a separate
cost line for traveling distance in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Run Global SRP (tssoc2260m000) session. Note If you do not select the Consolidate Travel cost check box, LN creates a separate cost line for traveling distance in the Service Order Actual Other Costs (tssoc2141m000) session. Cost Component for Traveling The default cost component for traveling
expenses in Service Order Control. Note If the Travel Cost Method parameter in the General Service Parameters (tsmdm0100m000) session is set to None, this field unavailable. Time If you select the Time and the Consolidate Travel cost check box, LN creates a separate
cost line for traveling time in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Run Global SRP (tssoc2260m000) session. Note If you do not select the Consolidate Travel cost check box, LN creates a separate cost line for traveling time in the Service Order Actual Other Costs (tssoc2141m000) session. Consolidate Travel cost If this check box is selected, the following travel lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Run Global SRP (tssoc2260m000) session:
If you do not select this check box, LN creates a travel distance line; a travel time line or a travel callout charge line in the Service Order Actual Other Costs (tssoc2141m000) session. The cost of travel time and distance travelled is consolidated. This consolidated cost amount is invoiced to the customer as a single Travel Total cost line. Note If, in the General Service Parameters (tsmdm0100m000) session, the value selected in the Traveling Cost Method field is None, LN does not create travel cost lines when you run global SRP for a service order. Task Code for Travel Hours in Hours Accounting The default task code given to traveling hours when you
maintain hours accounting in People. Description The name or description of the task. Default Cost Component The default cost component given to the
hours accounted to carrying out a service order. Note Hours accounting is carried out in People. Default Labor Type The default labor type for normal work hours accounted to a
service order in the Hours and Expenses module of People. Description The description or name of the labor type. Labor Line Mandatory If this check box is selected, a reference to a Service Order Labor Cost
line must be specified when a line is created in the Service Order Hours (bptmm1130m000) session. Travel Line Mandatory If this check box is selected, a reference to a Service Order Other Cost
line must be specified when a line is created in the Service Order Hours (bptmm1130m000) session. Delivery Type 'From Warehouse' If this check box is selected, return deliveries with
delivery type To Warehouse are generated for material lines with
original delivery type From Warehouse when reporting a service order or service
order activity involving non-consumed items completed. The user must enter the actual Cumulative Quantity with the consumed value and report the service order activity or service order completed. As a result a warehousing order of the type Receipt with delivery type To Warehouse is generated. Delivery Type 'From Warehouse by Transport' If this check box is selected, and non-consumed items are present on the
material line with delivery type From Warehouse by Transport, a new transfer order is created for the return
material line with delivery type To Warehouse by Transport. The transfer order is created when a service
order or service order activity is costed. Delivery Type 'From Warehouse in Car' If this check box is selected, and non-consumed items are present on the
material line with delivery type To Warehouse, a new transfer order is created for the return material
line with delivery type From Warehouse in Car. The transfer order is created when a service order
or service order activity is costed. Delivery Type 'From Purchase Order' If this check box is selected, return deliveries with
delivery type To Warehouse are generated for material lines with
original delivery type By Purchase Order, when you report completed a service order or service
order activity involving non-consumed items. Delivery Type 'Supplier Direct Delivery' If this check box is selected, return deliveries with delivery type Supplier
Direct Return are generated for the material lines when you report completed a
service order or service order activity involving non-consumed items. The
process is used to return the non-consumed items to the supplier directly or to
a warehouse mentioned on the original line. Generate Freight Order for Returns This setting is used to default values to the actual material
lines. This field is defaulted based on the following table:
Copy Freight Invoicing Information to Direct Return Line This setting is used to default values to the actual material
lines. This field is defaulted based on the following table:
Warehouse for Repairable Items If this field specifies a warehouse and the item specified in
the Service Order Estimated Material Costs (tssoc2120m000) session is a material line
with an item for which Repairable is set to Yes, when the
service order or service order activity is reported completed, a new material
line for the repairable item is created with delivery type To Warehouse and the To be Delivered field as 0. Note
Description The name of the warehouse. Use Fixed Repair Prices in Service Orders If this check box is selected, “fixed repair prices” is used for service
orders. Search Path for Estimated Sales Rate One of six possible search path levels. Note
Note LN allows you to define the estimated labor sales rate at skill level, only if the Skill checkbox is selected in General Service Parameters (tsmdm0100m000) session. Search Path for Actual Sales Rate One of six possible search path levels. Note
Note LN allows you to define the actual labor sales rate at skill level, only if the Skill checkbox is selected in General Service Parameters (tsmdm0100m000) session. Search Path for Estimated Cost Rate One of up to six search path levels. Note
Note LN allows you to define the estimated labor cost rate at skill level, only if the Skill checkbox is selected in General Service Parameters (tsmdm0100m000) session. Search Path for Actual Cost Rate One of six possible search path levels. Note
Note LN allows you to define the actual labor cost rate at skill level, only if the Skill checkbox is selected in General Service Parameters (tsmdm0100m000) session. Paging Interval The period of time in which the engineer is expected to respond
to a paging message. If a priority code with a specified page response time is related to the original call, this value is defaulted. Otherwise, the default is retrieved from the Page Response Time [min] field in the Priorities (tcmcs0170m000) session. Note This field is visible, only if the Paging Active checkbox in the General Service Parameters (tsmdm0100m000) session is selected. Folder for Sent Messages The name and the path of the folder in which paging messages are stored. Note This field is visible, only if the Paging Active checkbox in the General Service Parameters (tsmdm0100m000) session is selected. Paging Service Name The name or code that identifies the paging provider in the
paging message header. Note This field is visible, only if the Paging Active checkbox in the General Service Parameters (tsmdm0100m000) session is selected. Paging Service ID An alphanumeric code that enables the paging provider to verify if
the paging message actually originates from this particular service
organization. Note This field is visible, only if the Paging Active checkbox in the General Service Parameters (tsmdm0100m000) session is selected. Field Separator for Page Provider Up to three characters used to separate the items in the paging message header. Note You can specify field separators for the contents of paging messages in the Message Layout (tsmdm1175m000) session. Note This field is visible, only if the Paging Active checkbox in the General Service Parameters (tsmdm0100m000) session is selected. Acknowledgement Sheet If this check box is selected, a standard acknowledgement sheet template is present. Appointment Sheet If this check box is selected, a standard repair report template is present. Repair Report If this check box is selected, a standard repair report template is present. Default Preferred Engineer during Global SRP If this check box is selected, LN assigns
the preferred engineer to a service order header when you run the Run Global SRP (tssoc2260m000) session. If this check box and the Generate Default Assignment check box in Service Types (tsmdm0130m000) session is selected, LN assigns the preferred engineer to a service order header and generates assignments for this preferred engineer, when you run the Run Global Service Resource Planning (tssoc2260m000) session. Assignments are generated only for activities that have no assignments defined for this engineer. If this check box is selected and the Generate Default Assignment check box in Service Types (tsmdm0130m000) session is not selected, only the preferred engineer is assigned to the service order header when you run the Run Global Service Resource Planning (tssoc2260m000) session. If a service engineer is not linked to the service order header, Infor LN retrieves the service engineer in the following order:
Default Preferred Engineer during Order Creation If this check box is selected, LN defaults
the preferred engineer in the service order header session when a service order
is created or modified and before the order is released. LN retrieves the service engineer in the following order:
Use Service Kits for Calls If this check box is selected, when you execute the Run Global SRP (tssoc2260m000) session, LN attempts
to allocate a service kit for a service order activity for call
solution. Create Backorder for Warehousing Transfer Orders If this check box is selected, a back order is created
in Warehousing in case
shortages occur during a goods transfer with order origin service. Example If a service company requests for 10 pieces of item X from the warehouse when the available stock is only four pieces, the warehouse ships the four pieces to the service company and raises a back order in the Warehousing Orders (whinh2100m000) session for the six pieces. Step Size for Activity The number that defines the sequence for the successive steps
that must be performed for activity. Note For example, if you enter the value 10, the numbers assigned to successive activities are 10, 20, 30, and so on. Step Size for Line The number that defines the sequence for the successive
maintenance sales order lines. For example, if you enter the value 10, the
numbers assigned to successive maintenance sales order lines are 10, 20, 30,
and so on. Order Escalation Time The unit used to express the duration. Total Invoice If this check box is selected, and you change the
service order status to Costed, LN posts all
actual cost lines to Invoicing simultaneously. Default value Selected. If this check box is cleared, the actual cost lines can be separately approved and posted to Invoicing. You can use this setting if, for example, a service order takes a long time to finish and accelerated invoicing is required. You can also post the actual cost lines to Invoicing if you change the service order status or the service-order activity status to Costed. Note
Travel Planning Method The method that indicates whether the travel planning is based
on service order header or service order activity line. Allowed values Generate Travel Lines for Service Orders If this check box is selected, LN generates a travel line for the service order. Moment of Travel Line Creation The process that indicates when LN creates the travel
lines. Allowed values Note This field is applicable only if the Generate Travel Lines for Service Orders check box is selected. Generate Travel Call-out Charge Lines If this check box is selected, a travel call-out charge line is generated. Note This field is applicable only if the Generate Travel Lines for Service Orders check box is selected.
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