Maintenance Sales Order - Part Receipt Lines (tsmsc1110m400)

	Maintenance Sales Order - Part Receipt Lines (tsmsc1110m400) Use this session to create or modify maintenance sales order 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. Integration with Infor LN Quality Infor LN allows you to link non-conformance report to service objects, using the Link Non-Conformance Report option on the Action menu. The Non-Conformance Reports (qmncm1100m000) session is invoked, wherein you can link the report for the service object. You can use the Unlink Non-Conformance Report option on the Action menu to unlink the Non-Conformance report. The Related Orders - Non-Conformance Reports (tsmdm4500m100) session is invoked, wherein you can select the report to be unlinked. Note These non-conformance report options are visible only if the Non-Conformance Reports check box is selected in the General Service Parameters (tsmdm0100m000) session. Note This session can also be viewed as a satellite session in the Maintenance Sales Order (tsmsc1100m100) session. To view this session, the Part Receipt check box must be selected in the Maintenance Sales Order group box, in the Service User Profiles (tsmdm1150m000) session. 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/Discounts Entire Line option to retrieve the default sales price for the part receipt lines from Pricing. This option is disabled if the sales price of the part line and the related coverage lines cannot be modified. In this session, you can do the following: View Coverage Lines (tsmsc1120m000). Cancel Maintenance Sales Order - Item Line (tsmsc1210m000). View Work Orders (tswcs2100m000). Change Physical Breakdown (tscfg2220m000). Create Maintenance Sales Quotations (tsepp1100m000). Note When you cancel the maintenance sales order line, LN also cancels the following: Maintenance Sales Order Quotation. Work Order. Related topics Shop maintenance/Depot repair To cancel maintenance sales orders Coverage line types and item line pricing methods Introduction to GST Master data set-up Impact of GST on Service processes Project pegging in depot repair Warranties Warranty handling on service order/activity/maintenance sales order Warranty handling on customer claims Recalculation of sales price and linking contracts to the MSO Financial Ownership in Service Owner vs User Default Business Partner for Order Sold-to BP versus Owner Impact of Business Partner Defaulting Maintenance Sales Order The order number for which the item lines must be maintained. Tax Tax Classification The tax classification code. Related topics To model tax exceptions Description The description or name of the code. Exempt If this check box is selected, the tax is exempted. Related topics To set up tax exemptions Tax Country The code of the tax country. Related topics To use a tax provider Description The description or name of the code. Tax Code The code that identifies the tax rate and determines how the application calculates and registers tax amounts. 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 address at which the goods are delivered. The tax code must be an aggregate tax code. Related topics To use a tax provider Description The description or name of the code. Registration Number Sequence(Own) The tax registration number assigned to your company by the tax authorities. Note This field is mandatory. The value in this field is defaulted from the Registration Numbers By Financial Company (tctax9140m00l) session. Infor LN defaults the GSTIN of the purchasing organization based on the location(state) of the receiving address. Description The description or name of the code. Business Partner Tax Country The tax country of the business partner. Related topics To set up tax registration Description The description or name of the code. Registration Number Sequence(BP) TThe tax registration number assigned to your business partner's company by the tax authorities. Note This field is mandatory. The value in this field is defaulted from the Registration Numbers By Financial Company (tctax9140m00l) session. Infor LN defaults the GSTIN of the supplier based on the location(state) of the ship from address. Tax Number (BP) The tax number of the business partner. ECC Code The unique code provided by the excise authorities to the factory or warehouse or dealer dealing with excisable goods. Description The description or name of the code. HSN Code The HSN code. Tax Exemption Certificate The exemption certificate number if the tax is exempted. Tax Exemption Reason The exempt reason code if the tax is exempted. GST GST Applicable If this check box is selected, GST is applicable. Note By default this check box is selected, if the GST Implemented check box is selected in the India Localization Parameters (tccom9136m00l) session, and the specified item is not defined in the GST Exception Item List (tccom9135m00l) session. ASV Origin for GST The option or method that indicates the origin of the assessable value used to calculate the GST. Allowed values ASV Origin Assessable Value for GST The assessable value, in the inventory unit. Taxable ASV for GST The total assessable value of the item, on which the GST is calculated. Excise ASV Origin for Excise The origin of the assessable value for excise. Allowed values ASV Origin ASV for Excise The assessable value of the item for excise. Note This value is defaulted based on the value set in the ASV Origin for Excise field. Discount Perc. for ASV for Excise The percentage of the discount applicable on the assessable value. Note This field is enabled and you can specify the value only when the ASV Origin for Excise field is set to Manual. This value is defaulted based on the value set in the ASV Origin for Excise field. Taxable ASV for Excise The assessable value of the item used to calculate the excise. Note This value is defaulted based on the value set in the ASV Origin for Excise field. Excise Applicable If this check box is selected, the excise duties are applicable for the item specified on the inbound order line. Item Category The category of an item. Allowed values Item Category Cenvatable for Excise If this check box is selected, the item is cenvatable for excise. Note This check box is enabled only if the Excise Applicable check box is selected. This value is defaulted from the Item Data for Indian Localization (tcibd9137m00l) session. However, you can modify the value. Service Tax ASV Origin for Service The origin of the assessable value for service tax. Allowed values ASV Origin ASV for Service The assessable value of the item. Note This value is defaulted based on the value set in the ASV Origin for Service field. Discount Perc. for ASV for Service The percentage of the discount applicable on the assessable value. Note This value is defaulted based on the value set in the ASV Origin for Service field. Taxable ASV for service tax The assessable value of the item used to calculate the service tax. Note This value is defaulted based on the value set in the ASV Origin for Service field. Sales Tax ASV Origin for VAT The origin of the assessable value for VAT. Allowed values ASV Origin ASV for VAT The assessable value of the item. Note This value is defaulted based on the value set in the ASV Origin for VAT field. Discount Per for ASV for VAT The percentage of the discount applicable on the assessable value. Note This value is defaulted based on the value set in the ASV Origin for VAT field. Taxable ASV for VAT The assessable value of the item used to calculate VAT. Note This value is defaulted based on the value set in the ASV Origin for VAT field. Line Number The item line number. Line Status Sales order line status Replacement For The line number of the item line to which an item can be related. Item The item or item code part of a serialized item. If you specify any value in the Reference Item field, the field is disabled. Serial Number The serial number of the serialized item. You can manually enter the serial number. The following are the two possible conditions: When the item number is specified Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session. When the item number is not specified A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Items (tscfg2100m000) session opens and displays all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated. When you enter the serial number that is linked to only one serialized item, the Item, Description, Quantity, and Department fields are populated. Note In case the serial number entered is incorrect, LN displays an error message. Note You can specify only those serial numbers which are linked to an item. Revision engineering item revision Serial Status The serialized item that is returned to the warehouse using the Convert to Part Receipt option, can have the following status: Defective: Item is not operational. Working Condition: Item is operational but returned, possibly because of replacement by a more advanced component. To be Recycled: The item is not operational and must be scrapped. The item must undergo recycling procedures (WEEE standards). The item must be stored in the warehouse to be disposed of later. Quantity The unit in which the quantity is expressed. Quantity The number of items to be received, delivered, or maintained. Installation Group The code that identifies the installation group, which can be the Installation group to which the item coming for maintenance belongs, or the Installation group to which the item is going. Extra Intrastat Info Extra Intrastat info Project Pegging Change Reason The code to indicate the reason for the manual change of the pegging data. Note This field is visible only if the Manual Project Peg Modification check box is selected in the Project Pegging Parameters (tcpeg0100m000) session. You must specify a value in this field to modify the project pegging data. The Reason Type of the selected Reason code must be set to Project Peg Audit History in the Reasons (tcmcs0105m000) session. The selected Reason code must be valid (within the Effective Date and Expiry Date range) in the Reasons (tcmcs0105m000) session. LN maintains the history of the manually modified project pegging data in the Cost Peg Audit History (tpctm2500m000) session. Description The description or name of the code. Project The project to which the cost is pegged. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. This field is enabled only if a valid Change Reason is specified. For more information, refer to Project pegging in depot repair Description The description or name of the code. Element The element that is linked to the project. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. This field is enabled only if a valid Change Reason is specified. Description The description or name of the code. Activity The activity that is linked to the project. Note The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity. This field is enabled only if a valid Change Reason is specified. Description The description or name of the code. Reported Problem The problem that is reported by the customer. Description The description of the problem. Expected Solution The probable solution for the reported problem. Description The description of the solution. Expected Problem The problem that is expected. Description The description of the problem. Actual Problem Indicates the actual problem. When a call is transferred to a maintenance sales order, the value is imported from Call Management. Description The description of the problem. Actual Solution The solution for the problem. Problem Text If this check box is selected, a text that contains the problem that was reported by the customer is available. When a call is transferred to a maintenance sales order, this text is retrieved from Call Management. Solution Text If this check box is selected, a text that contains the solution is provided. When a call is transferred to a maintenance sales order, this text is retrieved from Call Management. Allocation and Hard Pegging Type The allocation and hard pegging type that LN allocates to the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory. Note Allocation and Hard Pegging is applicable only for the following line procedures: Part Loan Part Delivery Part Maintenance Select the allocation and hard pegging type for the maintenance sales order lines. This field can have the following values: Customer Based The inventory supply for the maintenance sales order line is allocated and/or hard pegged to the sold-to BP. Order Based The inventory supply for the maintenance sales order line is allocated and/or hard pegged to the maintenance sales order line. Customer Reference Based The supply for the maintenance sales order line is allocated and/or hard pegged to the maintenance sales order line. Customer Reference is used for subcontracting. In the subcontractor's system, the customer reference is populated by the manufacturer, using electronic messages . Internal Reference Based The supply for the maintenance sales order line must be allocated and/or hard pegged to the internal reference. Not Applicable The allocation and hard pegging is not applicable. Note The field is available only when you select the Allocation and Hard Pegging check box in the General Service Parameters (tsmdm0100m000) session. Business Partner The name of the business partner. Business Partner The description of the business partner. Business Object Type The type of business object. Example maintenance sales order. Business Object The identifier of the business object. Example maintenance sales order. Business Object Reference The reference to the business object. Example the line number of the maintenance sales order. Reference A reference code to which the inventory is allocated. LN can use the inventory only for an order with the same reference number. Note The field is enabled only when you set the Allocation and Hard Pegging Type field to one of the following: Internal Reference Based LN uses the field to record an internal reference. Customer Reference Based LN uses the field to record a reference code that is defined by a customer. 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: Allocated inventory Unallocated inventory Use Unallocated Inventory is not applicable for part maintenance and part receipt lines. Service Type You can define Warehouse Order Type for Issue and Warehouse Order Type for Receipt for a service type in the Service Types (tsmdm0130m000) session. When a warehouse order is created for a maintenance sales order, LN selects the warehouse order of type Issue or Receipt that is defined for the service type. If no Warehouse Order Type for Issue and Warehouse Order Type for Receipt for the service type is defined, LN selects the default warehouse order type that is defined in the Default Order Types by Origin (whinh0120m000) session. Service Type The description or name of the code. service type. Sales Price The agreed price for the maintenance work. For the sale of replacements, this field indicates the sales price of the item. Note This field is only available if the pricing method is Single Fixed Price. Infor LN sets this value to zero if the Ownership field is set to Customer Owned. Sales Price The currency in which the sales price is expressed. / The unit in which the sales price is expressed. Sales Type Indicates multiple accounts by one invoice-to business partner. Service Contract The number of the service contract that covers the maintenance/sales performed under this order line. Business Partner The business partner who is the owner of the part line item in the inventory. Note This field is applicable only if the Ownership field is set to Customer Owned. This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session. This field is defaulted from the Owner defined in the Installation Groups (tsbsc1100m000) session. You can change the value in this field if the Allow to use Sold-to BP instead of Installation Owner on receipt check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session. Coverage Time The date and time that is used to calculate the coverage amount. Apply Coverage on Coverage Line If this check box is selected, a coverage is applicable and a coverage line is created during confirmation of the shipment or receipt. Note This field is not applicable if the Ownership field is set to Customer Owned. Reason The reason for canceling the item line. Call The corresponding call number if the maintenance sales order originates from a call. Planned Time The planned receipt time of the item in the warehouse or location specified. Ownership The ownership of the item. Allowed values Company Owned Customer Owned Note The value is defaulted from the Ownership field in the Items - Service (tsmdm2100m000) session. You cannot set this field to Customer Owned if the Ownership External check box is not selected in the Implemented Software Components (tccom0100s000) session. Warehouse The warehouse in which the item will be received. Note This field can only be filled in if the item is maintained in the Items - General (tcibd0501m000) session in LN. If the line procedure is Part Maintenance, you can specify a location instead of a warehouse. Lot Sel. The specific conditions that can be established for lot items on order lines. These conditions are: Any The goods to be received or shipped are not subject to specific lot conditions. You can use more than one lot. Same You can select any lot for receipt or shipment, but the entire receipt or shipment must have the same lot. Specific You can receive or ship only one, specific lot. Lot The lot to be received. Quantity The quantity to be received. Time The time at which the item is actually received. This time is automatically filled in when the warehouse inbound procedure is completed or when the item receipt is confirmed using the Confirm Item Receipt/Delivery in Location (tsmsc1100m200) session. Note If you specify a location, you must manually enter the time. A value in this field indicates the completion of the receipt procedure. Maintenance Sales Order Sales order status Use Residual Value If this check box is selected, you can specify the residual value for the part receipt line. Note Infor LN selects this check box if the Ownership field is set to Customer Owned. Residual Value The value at which the service company prices the item in the inventory. Note This field is enabled only if the Use Residual Value check box is selected. Infor LN defaults this value, however you can modify this value. Calculate Residual Value To default the new residual value, LN adds the average repair cost to the existing residual value. Note Residual value = Item Residual Value (before repair) + Average Repair Costs Generate Freight Order If this check box is selected, LN generates a freight order from maintenance sales order. Freight Order Present The checkbox is used to indicate the presence or absence of a freight order for the work order line. Note By default, the checkbox is selected. Route The route that is entered on the originating order. The default value is taken from the freight order header. Route The description or name of the code. route. Carrier The carrier that receives the goods on the current freight order line. The value in this field is taken from the freight order header. If the load building engine finds other carriers that offer lower prices and/or provide a better planning scope, the carrier that you enter in this field is overruled. If you do not enter a carrier in this field, the load building engine selects a carrier. If the carrier entered in this field is not to be overruled by the load building engine, select the Carrier Binding check box. Related topics To create freight orders The load building process Freight Management in multisite environments Carrier The description or name of the code. carrier. Carrier Binding If this check box is selected,, the load building engine does not overwrite the carrier that you select in this field. However, as a rule, the load building engine does overwrite the carrier that you select in this field if the engine finds another carrier that offers lower prices and/or a more favorable planning scope. To specify a carrier for a specific order line and you do not want the load building engine to change the carrier, you can select the Carrier Binding check box. If the freight order line is clustered, the carrier in the carrier field is not overwritten during the clustering process, but you can, if required, manually change the carrier after the clustering process is carried out. If the Load Planning check box is cleared for the freight order line in the Freight Order Lines (fmfoc2101m000) session, a freight order line is available for clustering. If no carrier is selected in the Planned Carrier field, this field is unavailable. Freight Service Level The freight service level allows you to indicate the preferred transportation time for the item listed on the order line. The value is defaulted from the originating order, if defined in the order. For direct deliveries, the value is taken from the sales order. Related topics The use of freight service levels Freight Service Level The description or name of the code. freight service level. Invoice for Freight Select the option to indicate how the freight costs are invoiced to the business partner. The possible values are as follows: By Service: The actual freight costs are on a separate freight cost line. The amounts to be invoiced are updated from freight management. The costs are released to invoicing by Service. By Freight Management: Freight costs are invoiced By Freight Management. Not Applicable:The actual freight costs are ignored by Service. Freight Costs Based On LN adds the freight costs to the invoice to business partner in the following ways: Possible values: Freight Costs: You can use this option to invoice the business partner based on the current information that is available on the freight costs for a shipment or load incurred by the carrier. The freight invoice amount is based on a carrier rate book in Pricing Control. Freight Costs (Update Allowed): You can use this option to send a second invoice to the external business partner if you previously invoiced the BP and the real freight costs differ from the amount that is invoiced. The initial freight invoice amount is based on a carrier rate book in Pricing Control. Client Rates: Freight invoice amount is based on client rate book in Pricing Control and stores freight service rates for a specific business partner. The invoice amount is independent of the actual freight costs that are made by the carrier. Not Applicable: No invoice for freight costs. Freight Amount The freight amount that is defaulted from Pricing. Freight Amount Binding If this check box is selected, the freight costs cannot be changed. You can calculate the Invoiced Amount and select the check box to ensure that the amount is not recalculated or manually changed. The check box is unavailable and selected if the freight costs that are calculated for the originating sales order line are made binding. To make this line binding, select the Freight Amount Binding check box in the Sales Order Lines (tdsls4101m000) session. If the invoicing method is Freight Costs or Freight Costs (Update Allowed), this check box is unavailable. Related topics Recalculate for shipment differences Freight cost revenue calculation at order entry. Invoicing methods. Planned Loading Time The planned date and time on which loading is to take place at the ship-from location. Planned load time=(Planned Receipt Time)-(Time to travel from BP to Warehouse) Actual Loading Time The date and time on which loading has actually been carried out. To update the actual loading time, confirm Receipt in Freight. Actual Carrier The actual carrier that receives the goods. Load The freight load that is carried out by the carrier. Shipment The freight shipment that is transported in the load. Weight The weight of the goods that are listed on the Installation before transportation takes place. Weight Unit The unit in which the weight is expressed. The default measuring units used in Freight are defined in the Freight Master Data Parameters (fmfmd0100m000) session. Reference A free text field, in which you can enter a descriptive text or code. Default texts are taken from the corresponding freight order line. Entries in this field are not unique. Search Item The code of the covered item. Use this field to check if you can provide coverage (either from a Warranty or from a Contract) to the item that is delivered or loaned to the customer Note The Contract/Warranty is picked up based on the Covered Item/Serial. Search Item Serial Number The serial number of the covered item. Converted From Indicates that the line is converted from other line procedures. Note The default value is Not Applicable. The following are the other possible values: Part Maintenance: When the line is converted from Part Maintenance to Part Receipt. Part Loan: When the line is converted from Part Loan to Part Delivery. Receipt Reason Displays the reason for which the line is converted to Part Receipt. Receipt Reason The description or name of the code. receipt reason. Price Origin The origin of the sales price. Allowed values Price Origin Note Infor LN sets this value to Not Applicable if the Ownership field is set to Customer Owned. Pricing Contract The contract linked to the service order line for which contract price is defined. Note This field is not applicable if the Ownership field is set to Customer Owned. Parent Item The item code of the parent service item required for the service order. Serial Number The serial number of the parent serialized item. Position The position number of the child item in the service order. 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 cleared, 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 cleared, 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 coverage lines linked to the maintenance sales order line. Allowed values Warranty Type Warranty The code of the warranty applicable to the coverage lines linked to the maintenance sales order line. 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 Line Status is set to Costed, Closed or Canceled and/or the coverage line Status is set to Costed. Click the button to generate a serial number. Coverage Lines Starts the Coverage Lines (tsmsc1120m000) session. Print Draft Invoice Use this option to print the draft invoice. This option is enabled when: The status of the maintenance sales order line is In Process or Completed. Note If the Total Invoice check box is selected, then all the coverage lines will be printed in the draft invoice. If the Total Invoice check box is cleared, then the coverage lines are printed individually. Only the coverage lines with status Free are considered for printing. Cost Enables you to cost the maintenance sales order line using the Close Maintenance Sales Orders (tsmsc1200m000) session. Serialized Item Dashboard Starts the Serialized Item Dashboard (tscfg2100m100) session. Calculate Calculates the planned receipt time. 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 Line Starts the Recalculate Sales Prices and Discounts (tsmsc2240m000) session. Tax Breakdown Structure Starts the Tax Breakdown Structure (tctax9141m10l) session. This session displays the tax structure defined for the selected tax code.