Service Order Activity - Lines (tssoc2110m100)

	Service Order Activity - Lines (tssoc2110m100) Use this session to view and maintain a service order activity. You must have a service order activity for a service order to be carried out. 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 from which the current order originates. 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. You can perform a number of tasks in this session related to service order activity, cost lines, inspections, and hours accounting. You can carry out the following tasks: View, Maintain and Create Service Order Activities: To create a new service order activity, you can click New on the Specific menu. You must then enter the relevant details and save the record. The addition of a service order activity is imperative to the implementation of the service order. View, Maintain and Estimate cost lines: You can enter financial details pertaining to the material, labor, and other cost lines for the service order activity. View, Maintain, create Actual Cost lines: For each service order activity, you can enter the actual costs. View, Maintain, create Inspection: For each service order activity, you can enter Inspections that must be carried out for a service order activity. View, Maintain, create Hours Accounting: For each service order activity, you can account the hours. 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. Service Order Activity Lines The satellite sessions are displayed based on the specific check boxes selected in the Service User Profiles (tsmdm1150m000) session: Materials To view the Service Order Material Costs satellite session, select the Materials check box. The lines on this session refer to the Service Order Material Costs (tssoc2122m000) session. Labor To view the Service Order Labor Costs satellite session, select the Labor check box. The lines on this session refer to the Service Order Labor Costs (tssoc2132m000) session. Other To view the Service Order Other Costs satellite session, select the Other check box. The lines on this session refer to the Service Order Other Costs (tssoc2142m000) session. Estimated Materials: To view the Service Order Estimated Material Costs satellite 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 Service Order Estimated Labor Costs satellite 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 Service Order Estimated Other Costs satellite session, select the Estimated Other check box. The lines on this session refer to the Service Order Estimated Other Costs (tssoc2140m000) session. Actual Material: To view the Service Order Actual Material Costs satellite 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 Service Order Actual Labor Costs satellite 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 Service Order Actual Other Costs satellite 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 satellite 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 satellite session, select the Hours Accounting Line check box. The lines on this session refer to the Service Order Hours (bptmm1130m000) session. Required Skills To view the Required Skills satellite session, select the Required Skills check box. The lines on this session refer to the Required Skills by Activity (tstdm2111m000) session. Inspections: To view the Inspections satellite session, select the Inspections check box. The lines on this session refer to the Inspections (tscfg3100m000) session. Maintenance Notifications To view the Maintenance Notifications satellite session, select the Maintenance Notifications check box. The lines on this session refer to the Maintenance Notifications (tscfg3110m000) session. Related topics Warranties Warranty handling on service order/activity/maintenance sales order Warranty handling on customer claims 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 of the service order for which the activities are listed. 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. Line Number The smallest unit of activity that can be carried out for a service order. Multiple activities can be defined per service order. This can be useful, for example, to combine calls with planned maintenance activities. Default value Numbering The activity-line number enables you to define more than one activity for a service order. Activity Status The current status of the service order activity. Reference Activity The code of the reference activity listed for the service order. If the reference activity has an inspection template, as maintained in the Inspection Templates (tsacm3160m000) session, the inspection template's measurements are used to add inspection lines in the Inspections (tscfg3100m000) session for the service order. Note Any requirements, such as material, labor, or other, listed for the reference activity are added to the cost lines of the service order. Description The description or name of the reference activity. Service Type service type. You can define Issue and Receipt warehouse order type for a service type in the Service Types (tsmdm0130m000) session. When a warehouse order is created for a service order activity, LN selects Warehouse Order Type for Issue or Warehouse Order Type for Receipt defined for the service type. Note If Warehousing Order Type is not defined for the service type linked to service order activity, LN selects the Warehouse Order Type for Issue or Warehouse Order Type for Receipt of service type linked to Service Order Header. Note Incase Issue and Receipt warehouse order type for the service type is not defined, LN selects the default Warehousing Order Type defined in Default Order Types by Origin (whinh0120m000) session. Description The description of the service type. Coverage Type The code of the service order activity's coverage type. Coverage Type The name or description of the coverage type. Installation Group The Installation group to which the item on which the service order activity is carried out belongs. Installation Group 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. Item The item on which the service order activity is carried out. Serial Number The serial number of the item on which the activity is carried out. Description The name or description of the item. Downtime Ratio The activity's downtime ratio. Default value The downtime ratio specified for the reference activity in the Reference Activities (tsacm1101m000) details session. Planned Start Time The time planned for the activity to start. Note The value in this field cannot be greater than the Earliest Start Time. This field is enabled only for the service order activities with the status Free, Planned, or Released. ATP Inventory Available Indicates if the inventory for all the material lines belonging to the activity is available, calculated by the ATP check. ATP Date The ATP date when the specific spare part is available in the warehouse. Planned Finish Time The time planned for the service order activity to finish. Note The value in this field cannot be greater than the Latest Finish Time. This field is enabled only for the service order activities with the status Free, Planned, or Released. Earliest Start Time The earliest time that any physical machinations required by the service order activity can be started, for example, delivery of the required materials. You can maintain this field if the activity's status is Free or Planned. If the value you enter in this field is prior to the Earliest Start Time of the service order, LN updates the service order's Earliest Start Time with this value. Note You cannot maintain this field if the activity is generated from: A call in the Call Management module A planned activity in the Service Planning & Concepts module Latest Finish Time The time at which any physical machinations required by the service order activity must be finished, for example, the return of unused materials to the warehouse. You can maintain this field if the activity's status is Free, Planned or Released. If you enter a value in this field that is later than the Latest Finish Time of the service order, LN updates the service order's Latest Finish Time with this value. Note You cannot maintain this field if the activity is generated from: A call in the Call Management module. A planned activity in the Service Planning & Concepts module. Appointment If this check box is selected, an appointment to carry out the service order activity for the sold-to business partner (customer) has been made. Related topics To define appointments for service orders Coverage Time The coverage time for the activity used in case of contract, quotation or warranty coverages. Call The call from which the service order is originated. Problem The problem code. Description The description or name of the code. Activity Duration The amount of time it takes to carry out the activity. Default value The duration specified for the reference activity, in the Reference Activities (tsacm1101m000) details session. All activity durations listed for the service order are added up to give the order duration of the service order. Note You can only maintain this field if the activity's status is Free, Planned, or Released. If labor cost lines are linked to the service order activity, the total of all durations specified in these lines will be displayed here when you click Recalculate Activity Duration. Activity Duration The unit used to express the activity's duration. Pricing Contract The contract linked to the service order line for which contract price is defined. 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 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. Project The code that uniquely identifies the project to which the service order/service order activity line is linked. 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. Warranty Type The type of warranty applicable to the cost lines linked to the service order activity. Allowed values Warranty Type Warranty The code of the warranty applicable to the cost lines of the service order activity. Note This field is mandatory if the Warranty Type is set to a value other than No Warranty. The value in this field cannot be modified if the Order Activity Status is set to Costed and/or the Status of a cost line is set to Costed. If the Order Status is set to Costed, the value in this field can be modified until it is allowed by invoicing. Insert Creates a new service order activity. Propagate Tax Settings Creates or restores uniform tax settings. Print Draft Invoice Use this option to print the draft invoice. This option is available if: The service order is an external service order. The status of the service order activity is Released or Completed. The actual quantity and total sales amount are defined. The service order is linked to ERP project and is enabled only for the cost lines which will be invoiced through service orders. Note If the Total Invoice check box is selected, the cost lines with the statuses Free and costed will be printed in the draft invoice. If the Total Invoice check box is cleared, only the cost lines with status Free are printed in the draft invoice. Recalculate Activity Duration Sums up the reference activity duration specified in the configuration lines and updates the Duration field on the Service Order Quotation header. Set Activity to Released Use this option to change the status of the service order activity to Released. The service order activities you select are released, in dependent of the header status, which can be Free or Planned. The Status of the service order activities that are not yet selected for release remain unchanged. Set Activity to Completed Use this option to change the status of the service order activity to Completed. Set Activity to Costed Use this option to change the status of the service order activity to Costed. Print Draft Invoice Prints the service orders. Print Service Order Documents Prints the service order documents. Configuration Tree Use this option to view the list of Installation groups for a particular Sold-to-BP represented in the graphical form. Determine Start If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration and availability by calendars. The calendars are selected from the serialized items, if specified, or from the Installation group. If no calendars are defined for the durations, ERP displays an error message. If the planned end date is not calculated, no activities are planned. Determine Finish If you use this option and you enter the planned start date, the planned finish date is calculated forwards by means of activity duration and availability by calendars. The calendars are selected from the serialized items, if specified, or from the Installation group. If no calendars are defined for the durations concerned, ERP displays an error message. If the planned start date is not calculated, no activities are planned. 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. Generate Call Use this option to generate a call that originates from this Service Order Activity. Related Orders Use this option to access the details of the related orders for the specific service order. Starts the Service order Activity – Related Orders (tsmdm4500m000) session. Link / Unlink Project Use this option to link or unlink the activity line to the project header. 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 Activity Starts the Price and Discount Recalculation (tssoc2240m000) session. Fixed Price 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. To Supplier Claim Transfer all lines of the Service Order Activities to the Supplier Claim Requests (tscmm1114m000) session. The form command is enabled only if the Service Order Activity is 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 at least one Supplier Claim Request exist for the Service Order.