Order and Activity based Pricing (Depot Repair)

The maintenance sales order activity Lines are generated based on the part maintenance lines, reference activity and master routing/option. The lines can also be generated from a planned activity, notification, service order or quotation. You can also add or change the lines manually. These changes can be implemented on the part maintenance line and the work order.

You can add activities to part maintenance lines with Pricing Method field set to Fixed Activity Price or Time and Material, even if the Pricing Method field is set to Fixed Order Price. This is also applicable to the new activities added to the work order that is linked to the part maintenance lines. You can also add activities to the part maintenance lines using the Maintenance Sales Order Activity Lines (tsmsc1111m000) session. This session includes all the (reference) activities to be executed by the work order.

To differentiate the origins of a part activity line, Origin fields are added to the Maintenance Sales Order Activity Lines (tsmsc1111m000) session.

On the Maintenance Sales Order Activity Lines (tsmsc1111m000) session, the Pricing Method and/or Sales Price can be defined and/or maintained if the order activity line is not generated for a quotation, a repair warranty, or a fixed priced part line. The Pricing Method of the part maintenance line and order activity lines can be modified if the Status of the related coverage lines is not set to Costed or no related coverage line generated from the work order, is available.

If the Pricing Method field is set to Fixed Order Price/ Repair Warranty/ Quotation Fixed/ Quotation Fixed Plus in the Part Lines (tsmsc1110m000) session, the value of the Pricing Method field in the Maintenance Sales Order Activity Lines (tsmsc1111m000) session, linked to the part lines, is set to Fixed Order Price. Else, the Pricing Method field is defaulted from the pricing contract or reference activity.

If the Pricing Method of a part activity line is set to Fixed Activity Price or Time and Material, the activity lines can be individually linked to a Time and Material or Fixed Activity Price contract. To unlink or link this line manually from or to a pricing contract, the Pricing Contract, Pricing Contract Change and Pricing Contract Line fields are specified in the Maintenance Sales Order Activity Lines (tsmsc1111m000) session. The contract can be linked or unlinked using the Link / Unlink Contract option from the Action menu. If the Contract Ignored check box is selected in this session, the pricing contract linked to the part line is not considered, during price determination.

You can view the coverage lines that are related to the order activity lines using the Coverage Lines option from the Action menu in the Maintenance Sales Order Activity Lines (tsmsc1111m000) session.

Infor LN uses the following search logic for defaulting the sales price:

The sales price is defaulted, using the part line pricing contract and the maintenance sales order activity lines reference activity .

If a pricing contract is linked to the part maintenance line or to the part activity line and the sales price is retrieved from that contract, the Price Origin field is set to Service Contract in the Part Lines (tsmsc1110m000) session.

If the price is retrieved from a reference activity, master routing or routing option instead of pricing contract, the Price Origin field is set to Master Routing, Routing Option or Reference Activity.

For each part maintenance line, with Pricing Method set to Fixed Order Price, a coverage line is created with Cost Type set to Order in the Coverage Lines (tsmsc1120m000) session.

For each maintenance sales order activity lines with Pricing Method set to Fixed Activity Price, a coverage line is created with Line Origin set to Part Activity Line and the Cost Type set to Activity in the Coverage Lines (tsmsc1120m000) session.

The fixed Sales Price is specified for both these coverage lines . All other coverage lines linked to the same part activity line is used to register the costs and sales information is not available for these lines.

For each part maintenance line with Pricing Method set to Time and Material, a coverage line is created when you close the work order (activity).

If a work order is linked to the maintenance part line, the order activity line data is synchronised with the work order activity line. This synchronization depends on the status of the part line and the status of the work order (activity).

A new activity line can only be created before the related work order is completed or modified.

If the part line Status is not set to Completed in the Part Lines (tsmsc1110m000) session or updated for quotation and the activity Origin is not set to Part Line, Planned Activity or Quotation in the Maintenance Sales Order Activity Lines (tsmsc1111m000) session, the reference activity or the order activity description can be updated in the part line session, as long as the related work order activity is not released and the activity line is not related to a work order activity that is generated for an outgoing subassembly. The updated reference activity or description is also updated on the work order activity.

An order activity can be deleted if the Status of the maintenance part line is not set to Completed or Costed and the quotation is not linked to the order activity. If the order activity is related to a work order activity, the order activity can be deleted as long as the work order activity is not updated for quotation; no outgoing subassemblies exist for the work order activity and the Work Order Activity Status is set to Free, Closed or Canceled.

If the Activity Lines check box in the Copy Maintenance Sales Order (tsmsc2280m000) session is selected, all the order activity lines are copied. If the lines are not originating from the ‘Part Lines’, the origin is set to ‘Manual’ on the target order.

If this checkbox is not selected the order activity lines are created based on the part maintenance line. This is also applicable when copying a single part maintenance lines.

The part activity line and the related pricing information records are copied to history during the closing of the maintenance sales order.