| Owner vs UserWhen you execute the service activities for calls, service order, maintenance sales order and customer claims, the invoice is received by the owner
(the sold-to business partner) of the serialized item. However, It must be
possible to invoice one of these parties involved in the service activities
such as the owner, the user, and the dealer instead of invoicing the owner of
the serialized item. Configuration Management Installation Groups and Serialized Items To implement this functionality, the following fields are
added to the Installation Groups (tsbsc1100m000) session and the Serialized Items (tscfg2100m000) session: - Owner
- Dealer
- In Use-by
- Supplier
The Default Business Partner for Order field is added to
define the business partner role used as the default Sold-to BP for the order,
at the time of generating the call, customer claim, service or maintenance
sales order. The business partners specified in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) can only be used as the sold-to business partner for
an order if the Sold-to role is defined for the business partner. The role, Owner and Dealer are of type Sold-to BP. The role, In Use-by is of type Business Partner and the Supplier role is of type Buy-from Business Partner. If the value of the Default Business Partner for Order is set to In Use-by or Supplier, Infor LN checks
whether the related business partners have the sold-to role
defined. Synchronizing BP roles in Physical Breakdown
Structures The owner of all the serialized items in a PBS and the owner
linked to an installation group, is the same, and if the Owner is changed, all the serialized items in the PBS are also updated. The Owner can only be changed at the highest level, of the PBS. The In Use-by related fields are updated to all serialized items on a lower
level in the PBS. You can modify the In Use-by at all the levels in the PBS. The In Use-by, Dealer and Supplier related fields have to be synchronized
manually. When you manually change the Dealer, Supplier and In Use-by related fields, Infor LN prompts
you to confirm that the serialized item lower in the structure must be updated
with these values. If the Owner is not specified, all the Owner and In Use-by related fields in the PBS, are cleared. Service Order Parameter ‘Ship Materials To’ The material required to perform the service order activity
is normally shipped to the ship-to address of the ship-to BP or to the location
address of the order/activity (The location address is defaulted from the
Installation Group or Serialized Item). The service order material is shipped to the ship-to address
of the order or to the location address of the order/activity based on the
value specified in the Ship Materials To field in the Service Order Parameters (tssoc0100m000) session. The sold-to BP specified for the order can be different from
the Owner (sold-to BP) specified on the Installation Group or Serialized Item.
So, it must be possible to ship the material by default, to one of the
addresses linked to the roles defined for the Installation Group or the
Serialized Item. The Ship Materials To domain is extended with the
following values: - Ship-to BP Address
- Location Address
- Owner Address
- In-Use-by BP Address
- Dealer Address
Handling of customer owned items When an installation that is not owned by the Sold-to BP of
that installation is serviced, you are allowed to use the sold-to business
partner or installation owner for the warehouse receipt or issue if the
following check boxes are selected in the SO, MSO or WO parameter
sessions: - Allow to use Installation Owner instead of Sold-to BP on issue
- Allow to use Sold-to BP instead of Installation Owner on receipt
Receipt of customer owned serialized items During the receipt of a customer owned serialized item, the
owner of the serialized item is updated. If the item is received as company owned, the Owner field is
cleared. If the item is received as customer owned, the Owner of the item in
the inventory can be different from the Owner of the serialized
item. A new parameter Allow Installation Owner to be different from Inventory Owner is added to the SO, MSO or WO parameter sessions. If this check
box is selected, Owner of the serialized item and the Owner in inventory are
same.
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