Handling Serialized Item during Service Order creation/generation

A service order can be created manually or can be generated from several origins and the serialized item is processed, accordingly.

Creating Service Order manually

When you create a service order manually, using the Service Orders (tssoc2100m000) session, you can specify the Installation Group and/or the serialized Item only if the service order Status is set to Free or Planned. You can also generate the serialized item using the Generate option, from the Action menu.

If the Installation Group is specified for the service order header, you can only use a serialized item that is related to the Installation Group of the Service Order Activities (tssoc2110m000) session. If you specify the serialized Item in the Service Order Activities (tssoc2110m000) session and the Installation Group is not specified on the service order header, the installation group is defaulted with the related Installation Group of the Serialized Item, defined in the Serialized Items (tscfg2100m000) session.

The value of the Sold-to Business Partner field specified in the Service Orders (tssoc2100m000) session is defaulted from the Serialized Item/ Installation Group defined in the Serialized Items (tscfg2100m000) session; however you can modify the value. If you update the value of the serialized Item/ Installation Group in the Service Orders (tssoc2100m000) session, the value of the sold-to business partner is updated, accordingly.

If the serialized item or the installation group is modified in the Serialized Items (tscfg2100m000) session, and the sold-to business partner is not the same as the sold-to business partner of the service order header, the Infor LN notifies the user.

Generating Service Order
  • Project

    The item and the serial number are not specified for the service order header or the service order activity. The value in the Installation Group field on the service order header, is defaulted from the Project.

  • Planned Activities

    Planned activities can be grouped together:

    • For the same service order (based on department, business partner, service contract, planned start time, and so on).
    • By item, i.e. activities having the same item, same sold-to-BP of the serialized item, same contract and the same planned start time, are grouped into one service order.
    • By activity group, i.e. activities having the same reference activity group, same sold-to-BP of the serialized item, same contract and the same planned start time are grouped into one service order.
    • By location (address), i.e. activities having the same planned start time, same sold-to-BP of the serialized item, same contract and the same location (either of the installation group or of the serialized item) are grouped into one service order.
    • By difference in start time, i.e. activities within the time difference mentioned and are grouped accordingly, with the first planned activity.

    The value of the (serialized) item is defaulted on the service order header based on the grouping of planned activities. The serialized item is specified on the service order header if the planned activities are not grouped or if the planned activities are grouped by item and serial. If the planned activities are grouped by item, the item is specified on the service order header and the serialized item is specified on the service order activities. If the planned activities are not grouped by item or serial, the serialized item is not specified on the service order header.

  • Call

    The item and serial number are specified on the service order header, although the call and the service order are linked at the service order activity level. When a call is transferred to a service order, Infor LN prompt the user to link the call to the existing service order based on the sold-to business partner.

  • Field Change Order

    The item and the serial number are specified for the service order header and the service order activity. For each FCO line, a service order is created.

    Note

    The Service Type field in the Service Orders (tssoc2100m000) session is defaulted from the Field Change Orders field defined in the Service Type tab in the Service Order Parameters (tssoc0100m000) session.

  • Maintenance Notifications

    For a maintenance notification, a new service order can be created or a new follow-up activity can be created (only for maintenance notifications originated from work order or service order). The item and serial number is specified on the service order header.

    A maintenance notification can be linked to an existing planned activity, service order activity, work order activity or maintenance sales quotation line.

    Note The Service Type is defaulted from the Inspections field on the Service Type tab, in the Service Order Parameters (tssoc0100m000) session.

  • Tool Refurbishment

    When a service order is generated from a Tools by Tool Type (titrp0102m000) session, the item and serial number is defaulted on the service order header and on the service order activity. One service order can be generated for one tool and this service order can have multiple activities (defined in the maintenance scenario defined for the tool) linked.

    Note The Service Type is defaulted from the Tool Refurbishment field on the Service Type tab, in the Service Order Parameters (tssoc0100m000) session.

  • Service Quotation

    When a service order is generated from a Service Order Quotation Configuration Lines (tsctm1110m400) session, the Item and Serial Number of the service quotation line are defaulted on the service order activity. The item and serial number cannot be defined on the service quotation header, Therefore, the item and serial number are not defaulted on the service order header, when generating a service order for a service order quotation.

  • Serialized Item

    The service order can be generated from Serialized Item 360 (tscfg2100m100) session, using the Create Service Order option. This option is used to create a new order and the Item and Serial Number specified for the Serialized Item 360 (tscfg2100m100) is defaulted on the service order header and on the service order activity.

    Note The service type is defaulted, based on the serialized item data.

    When creating a service order from the Serialized Item (tscfg2600m000) session, the serialized item can be defaulted on the service order header. This serialized item must be considered, when filtering the service orders.

  • Remote Engineer (Field Service Engineer Assignment – Remote)

    The user can specify an item and a serial number in the Create Service Order (tssoc2202m000) session This item and serial number is available on the service order header and the service order activity.

  • Reference Activities

    The new service order activities can be generated for master routing . In this process, the item and serial number is defaulted on the service order activity, from an existing service order.

Copy service order

When you copy a service order header, the installation group, item and serial number are also copied.

The warranty data for the service header is defaulted based on the service type; (serialized) item and coverage time. This is because the coverage time is set to current time when you copy the service order.

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