Impact of Business Partner Defaulting

Ship-to addresses for Service Orders and Activity

The Ship-to Business Partner, Ship-to Address and the Ship-to Contact fields are added to the service order activity as these fields may have different values for each activity.

The field Ship Materials To is added to the Service Orders (tssoc2100m000) and Service Order Activities (tssoc2110m000) sessions.

On the basis of the value specified in these fields, the Shipping Address is determined in the Service Order Material Costs (tssoc2122m000) lines session. The service order header fields are used for the material cost lines which are directly related to the service order (with activity line number zero). The service order activity fields are used for material cost lines related to an activity.

Header Line synchronization

The Ship-to Business Partner, Ship-to Address, Ship-to Contact and Ship Materials To fields are added to the Service Order - Lines - Synchronization (tssoc0280m000) session.

When the value of Ship-to Address is changed on the service order activity line, the Shipping Address of the related Service Order Material Costs (tssoc2122m000) lines must be updated.

Installation Group and Serial on Maintenance Sales Order

The Installation Group, Item and the Serial Number fields are added to the Maintenance Sales Orders (tsmsc1100m000) session. When you specify a value in these fields, the Service Office, Service Type, and sold -to Business Partner fields are populated with the related values.

These fields are not used for contract related defaults and are not to be used as default for the Maintenance Sales Part lines.

The Default Business Partner for Order field in the Installation Groups (tsbsc1100m000) or the Serialized Items (tscfg2100m000) session indicates that which of the business partner roles is used as the sold-to Business Partner for the MSO.

  • Header Line synchronization

    The Item, Serial Number and the Installation Group fields are added to the Part Lines (tsmsc1110m000) session and are only used as default for the first added line, hence these fields are not added to the Maintenance Sales Order - Lines - Synchronization (tsmsc0280m000) session.

  • Generate Serial Number
    • The Generate button is used to generate a serial.
    • If a serial number that does not exist is specified, a message appears asking the user to create the serial number.
Selecting / Search Installation Group or Serial during order entry

When selecting a serial number in the part maintenance lines, service order lines and customer claim lines, Infor LN filters and displays only the serialized items that are owned by the Sold-to BP of the order, in the Serialized Items (tscfg2100m000) session.

To select the serialized items that are not owned by the Sold-to BP of the call, service order, maintenance sales order or customer claim, the Search Criteria (Installation Groups) (tsmdm0280m000) and the Search Criteria (Serialized Items) (tsmdm0281m000) sessions are modified. The functionality of these session has been enhanced by adding a domain with value Owner, In Use-by, Dealer and Supplier.

The Found Installation Groups (tsmdm0580m000) and the Found Serialized Items (tsmdm0581m000) session is extended with a domain having values Owner, In Use-by, Dealer and Supplier. This field can be used to indicate the roles of the installation group or the serialized item for which, the search of the business partner must be executed.

Transfer Planned Activities

Planned activities can be transferred to service order or maintenance sales order using:

  • The Transfer Planned Activities to Field Service (tsspc2220m000).
  • The Transfer Planned Activities to Depot Repair (tsspc2220m100).

In both situations the orders can be grouped using several options. During processing of planned activities, the new serialized item relation of owner versus to sold-to BP of the order must be considered.

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