Generate Customer Claim and Service Order from Field Change Order

You can generate a service order or a customer claim from a Field Change Order (FCO). You must set Order Type in the Field Change Order (tssoc5600m000) session to Service Order or Customer Claim. Infor LN defaults this value in the Field Change Order Lines (tssoc5110m000) session.

Registering a FCO

To register a FCO, you must specify at least one and a maximum of five reference activity in the Field Change Order (tssoc5600m000) session, which is used to create FCO lines. When you register and save the FCO, the FCO header Status is set to Free.

Note

The Order Type field can be set to Service Order only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session.

The Order Type field can be set to Customer Claim only if the Customer Claim check box is selected in the General Service Parameters (tsmdm0100m000) session.

This field is disabled if the Status of the FCO header is set to Closed.

Generating FCO lines

You can use the Generate Lines option from the Action menu in the Field Change Orders (tssoc5100m000) session to generate field change order lines (FCO Lines). When you create a FCO line, the Status of the FCO header is set to Lines Generated. You can generate field change order lines manually in the Field Change Order Lines (tssoc5110m000) session for a specific field change order (FCO).

Generating service order/customer claim

You can use the Generate Orders option from the Action menu in the Field Change Orders (tssoc5100m000) session to start the Generate Orders (tssoc5220m000) session. You can use this session to generate orders for a (range of) field change order line(s).

Note
  • If a service order or a customer claim is created from a FCO line, the FCO header Status is set to Execution and a record is created in the Related Orders (tsmdm4500m000) session.
  • If the customer claim line is generated from a FCO line, the value of the Tagged To field is set to Field Change Order in the Customer Claim Lines (tscmm1110m000) session and the value of the Claim Origin field is set to Field Change Order in the Customer Claims (tscmm1100m000) session.
  • If the Status of the customer claim created by a FCO line is set to Rejected, Canceled or Closed, you can set the Status of the FCO header to Closed.

The reference activity registered on the FCO header is used to generate customer claim line if Order Type is set to Customer Claim.

If the Resource Type field is set to Other in the Resource Requirements (tsacm2120m000) session, Infor LN allows user to enter the Unit Cost manually in the Resource Requirements (tsacm2120m000) session, which is used to calculate claimed amount on the customer claim line.

If the value in the Resource Type field is not set to Other, than the claim amount is based on the value set for the Claim Method field in the Customer Claim Lines (tscmm1110m000) session:

  • If the Claim Method field is set to Reimburse Materials, Infor LN defaults the claimed amount on each claim line from the Unit Cost in the Resource Requirements (tsacm2120m000) session
  • If the Claim Method field is set to Reimburse Costs, Infor LN defaults the claimed amount on each claim line from the sales price.
Detecting existing FCO when registering customer claim

When you register a customer claim for a serialized item, Infor LN searches for the existing open FCO lines for that serialized item. If the open FCO lines exists, Infor LN indicate you about the existing FCO lines. You can delete the registered customer claim or set the Status of the customer claim to Canceled. However, you can also delete the open FCO line and continue with the customer claim.

Generating supplier claim from FCO

You can use the Supplier Claim Requests option on the FCO header to transfer all the claim lines/service order to Supplier Claim Requests (tscmm1114m000) session.

You can use the Transfer to Supplier Claim option on FCO header to start the Transfer to Supplier Claim Request (tscmm1214m000) session. You can use this session to maintain the attributes (quantity, amounts, and so on) required to create a supplier claim from a customer claim/service order. You can use this session to generate supplier claim requests for cost lines in the Field Change Orders (tssoc5100m000), Field Change Order (tssoc5600m000) and Field Change Order Lines (tssoc5110m000) sessions.

Note
  • If the FCO lines are generated from a service order, only the FCO lines with Status set to Costed are transferred to supplier claim.
  • If the FCO lines are generated from a customer claim, only the FCO lines with Status not set to Closed are transferred to supplier claim.
Creating customer claim from a service order manually

If the customer claim is copied from a service order (using Copy from Sales Document option from the Actions menu) and the original document is a service order created from a FCO, the value of the Tagged To field must be set to Field Change Order in the Customer Claim Lines (tscmm1110m000) session and the value of the Claim Origin field must be set to Manually in the Customer Claims (tscmm1100m000) session.