Financial Ownership in Service

In Service, activities are performed for the items that belong to the customer, service company or a third party (lease). When new items are used, or items are dis-assembled for repair or scrapped, the owner must be defined for these items.

Implementing ownership functionality

The owner can be defined as Customer owned or Company owned. The ownership field is visible only If the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.

Ownership based on the Delivery Type

The value in the ownership field is based on the item Delivery Type.

You cannot set the value of the Ownership field to Customer Owned, if Delivery Type is set to:

  • From Service Kit
  • From Service Inventory
  • By Purchase Order
  • By Field Purchase
  • Supplier Direct Delivery
  • Supplier Direct Return

You set the value of the ownership field to Customer Owned or Company Owned, if Delivery Type is set to:

  • From Warehouse
  • From Warehouse in Car
  • From Car
  • From Warehouse by Transport
  • To Warehouse
  • To Warehouse by Transport
  • To Scrap
  • Subcontracting Requirement
Ownership based on the Item Warehouse

  • You can set the value of the ownership field to Customer Owned or Company Owned if the warehouse is of the type Normal, Service and Service Reject
  • You can set the value of the ownership field to Customer Owned if the warehouse is of the type Service Customer Owned
  • You can set the value of the ownership field to Company Owned if the warehouse is of the type Consignment (Not Owned)
Note

The Warehouse Type is specified in the Warehouses (tcmcs0503m000) session

Ownership based on the Serialized Item

On a material line Infor LN allows you to issue and receive serialized items owned by the sold-to business partner of the order.

For a material line, if a serialized item that has a sold-to business partner defined is received and the ownership field is set to Company Owned, Infor LN allows you to change the value to Customer Owned. You must also modify the sold-to business partner on the material line with the sold-to business partner of the serialized item.

Sales and Cost Prices for the Customer Owned material lines

For a material line, the sales prices, discounts and cost prices are not applicable. Related options such as Recalculate Prices, Tax related fields are disabled.

Invoicing for Customer Owned materials

If the Ownership status is set to Customer Owned in the Service Order Material Costs (tssoc2122m000) session, the Print on Invoice is set to No Invoice.

Note

No invoice is printed for the maintenance sales part receipt or delivery lines or work order material resources