Service Orders (tssoc2100m000)

Use this session to view, maintain, or create service orders.

Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse:

  • Related To:
    Starts the Graphical Browser Framework that displays the orders which originate from the current order.
  • Related From:
    Starts the Graphical Browser Framework that displays the orders that originate from the specific order.

Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:

  • View Details:
    Use this option to view the details of the related order.
  • Reverse Tree:
    Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode.
Note

To select multiple records, hold the CTRL key.

Use the Recalculate Price/Discounts Entire Order option to retrieve the default prices of the cost and invoice lines related to the service order or activity line from the service contract. This option is disabled if the price of the related cost lines, activities and invoice lines cannot be modified.

 

Service Order

The number used to identify the service order.

When you create a service order in the details session, you must select a series to assign the service order to. LN then generates a number for the service order.

Description

If the service order is created for an external customer, this field displays the name of the sold-to business partner.

If the service order is created for an internal business partner, this field displays the description of the service department that carries out the service order.

Service Order Status

The service order's current status.

Installation Group

The installation group for which the service order is created.

Note

The value in this field is defaulted from the installation group linked to the serialized item.

Description

The name or description of the Installation group.

Item

The serialized item for which the service order is created. The Item and the Serial Number field along with the Installation Group field, identify the configuration or installation on which the service work is performed. For more information please refer to Handling Serialized Item during Service Order creation/generation.

Note
  • This field is disabled if the Status of the service order is set to a value other than Free or Planned.
  • The Item Type must not be set to Generic in the Items - General (tcibd0501m000) session.
  • You must specify this value if the Serial Number is specified and the Empty Item Field Allowed check box is cleared in the Configuration Management Parameters (tscfg0100m000) session.
  • The serialized item must be a part of the specified Installation Group.
Serial Number

The serial number of the serialized service item.

Note
  • This field is disabled if the status of the service order is set to a value other than Free or Planned.
  • This field is applicable if:
    • the Status of the serialized item is set to Active, Working Condition, or Defective and is not set to Superseded in the Serialized Items (tscfg2100m000) session.
    • the serialized item is linked to the specified Installation Group.
    • the serialized item is of type Tool that must be refurbished and the Tool Status is not set to New or Blocked.
  • You must specify this value if the item is not a service item.
Description

The description or name of the code.

Department

If the service order is for an internal customer, this field displays your company's department that owns the service order's Installation group.

Default value

The department specified for the Installation group in the Installation Groups (tsbsc1100m000) session.

Sold-to Business Partner

If the service order is created for an external customer, this field displays the name of the sold-to business partner.

If the service order is created for an internal business partners, this field displays the description of the service department that carries out the service order.

Note

Infor LN uses the following search sequence to default this value from:

  1. the sold-to business partner linked to the Item and/or Installation Group
  2. the sold-to business partner linked to the invoice-to business partner
  3. the sold-to business partner of the Project
Sold-to BP

The name of the business partner.

Project

If you create the service order for a project, in this field, enter the project's code.

Note

Only PCS projects with status Active can be maintained. In addition, you can only maintain this field if the service order status is Free.

In this field, users can also specify projects of type Infor LN Project.

Service Department

The service department that carries out the service order.

Note

This value is defaulted from:

  • the Service User Profiles (tsmdm1150m000) session.
  • the Serialized Items (tscfg2100m000) session if the serialized item is specified.
  • the Installation Groups (tsbsc1100m000) session, if this value is not specified in the Serialized Items (tscfg2100m000) session.
Financial Department

The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office.

Note
  • The financial department must have a tax ID in the tax country.
  • This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.

Default value

  • This field is defaulted from the service department field.
  • This field retrieves the default financial data of its financial company for the service order.
Tax Classification

An attribute of order header and order lines that you can use to define tax exceptions for the transactions. Infor LN retrieves the default tax classification from the invoice-from and invoice-to business partners.

Important!

For example, you can use the tax classification to indicate the following:

  • Payment to an invoice-to business partner is subject to withholding tax and social contributions.
  • Business partners with the same tax aspects for your company, for example, subcontractors or agents, must be grouped.
  • Tax must be paid in a country other than the sales office or service office’s home country.
Tax Classification

The description or name of the code.

Preferred Engineer

The service employee preferred to implement the service order.

Note
  • Users can only fill in this field if the service-order status is Free, Planned, or Released.
  • If you allocate a service engineer for an entire service order, this field is filled and can be changed manually.
  • If you change the service employee on the order header, this can lead to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, as well as in the destination of the warehouse transfer and issue orders.
  • This value is defaulted from the Serialized Items (tscfg2100m000) session or the Installation Groups (tsbsc1100m000) session.
Description

The service engineer's name.

Service Type

The service type.

Default value

The service type specified in the Service Order Parameters (tssoc0100m000) session. You can specify default service types for service orders that are generated in the following ways:

  • Manually
  • From a service order quotation
  • From a call, in the Call Management module
  • From a planned activity, in the Service Planning & Concepts module
  • From a field change order (FCO)
Note

This value is defaulted from:

  • the Repair Warranty field in the Service Order Parameters (tssoc0100m000) session, if the Item is covered by warranty or,
  • the Default Service Order Type for Manual Service Order field in the Service Order Parameters (tssoc0100m000) session, if the service order is created manually.
Order Procedure

Classifies the nature of the service activities that are required. In Service two procedures are predefined: Normal and Emergency.

Default value

The order procedure that is linked to the selected service type.

Interrupted

If this check box is selected, the service order has been temporarily put on hold.

Note

You can only select this check box if the service order's status is Released. If you clear this check box, Infor LN does not clear the Interruption Reason field, because this interruption reason can be used for information.

Interruption Reason

The service order's interruption reason.

Canceled

If this check box is selected, the service order has been cancelled.

Note

You can cancel service orders in the Cancel Service Order (tssoc2204m000) session.

Cancel Date

The date on which the service order was cancelled.

Note

You can cancel service orders in the Cancel Service Order (tssoc2204m000) session.

Blocked

If this check box is selected, the service order is blocked.

Note

You can specify blocking reasons in the Service Order Parameters (tssoc0100m000) session. If you select any blocking reasons, LN performs blocking checks on the service order each time you attempt to change the order's status.

Cancel Reason

The reason why the service order was canceled.

Note

The reason that appears in this field is the reason the user specifies in the Cancel Service Order (tssoc2204m000) session at service order cancellation.

Cancel Text

If this check box is selected, a text is present.

Note

The user enters this text in the Cancel Service Order (tssoc2204m000) session at service order cancellation.

Related topics

Travel Total Line for Distance and Time

If you select this check box, the following cost lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session:

  • A Travel Total line is created if the parameter Travel Distance Lines or Travel Time Lines (or both) are selected in the Service Order Parameters (tssoc0100m000) session.

  • A separate cost line for traveling distance is created if the parameter Travel Distance Lines is selected in the Service Order Parameters (tssoc0100m000) session.

  • A separate cost line for traveling time is created if the parameter Travel Time Lines is selected in the Service Order Parameters (tssoc0100m000) session.

Note

You can select the check box only when you select the Travel Total Line for Distance and Time check box in the Service Order Parameters (tssoc0100m000) session.

Order Text

If this check box is selected, a text is present.

Related topics

Order Date

The date and time at which the service order was entered in Infor LN.

Last Updated

The date and time at which the service order's details were last modified.

Order Duration

The time required to carry out the service order, which is the duration of all the related service-order activities.

  • The duration cannot be entered on the order header.
  • The duration is determined as the duration between the planned start time and planned finish time of the order header, based on availability of the calendars.
Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Travel Duration

The amount of time the service engineer requires to travel to the location where the service order is to be implemented.

Note
  • This field is enabled only if the Travel Planning Method field is set to Order Based.
  • This value is defaulted based on the specified Item, Serial Number, Installation Group, Service Area and Service Department.
Travel Distance

The travel distance for the service order.

Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Planned Start Time

The time by which the service order must be started.

Note
  • This field is available only for the service orders with the status Free, Planned, and Released.
  • If you add an activity to the service order with a planned start time (PST) that is earlier than the value you enter in this field, LN updates this field with the value of the activity's PST.
Planned Finish Time

The time when service order is planned to finish.

If you add a service order activity with a Planned Finish Time (PFT) that is later than the value you enter in this field, LN updates this field with the value of the activity's PFT.

Note
  • This field is applicable only for the service orders that has the Free, Planned or Released status.
  • This value is calculated and defaulted based on the specified Order Duration and calendar, which is based on the Preferred Engineer, Installation Group, Item, Serial Number and the Service Department.
Earliest Start Time

The earliest time at which work on the service order is planned to start.

This date is used as the planned delivery date for allocating the required materials in a warehouse or as the planned delivery date for items to be purchased.

Note
  • The earliest start time of the header is determined by subtracting the smallest slack time from the planned start time of the header.
Latest Finish Date

The time at which the service order is planned to finish at the latest.

Note
  • The latest finish time of the header is determined by adding the smallest slack time to the planned finish time of the header.
Material Issue Constraint

The level at which, all the material must be shipped completely.

Note
  • LN defaults this value from the Service Order Parameters (tssoc0100m000) session.
  • This field is disabled if:
    • The Status of the Service Order is set to Completed.
    • For a Released Service Order, a related warehouse order exists, that cannot be modified.
Dispatch Time of the service order

The time frame within which the service organisation must provide a response to the customer.

Actual Travel Start Time

The time at which the service engineer departs for the service site to carry out the service order.

Note

You can only maintain this field if the order status is Released.

Actual Start Time

The actual time at which the service engineer starts work on the service order.

Note

You can only maintain this field if the order status is Released.

Actual Finish Time

The actual time at which the service engineer completes work on the service order.

Note

You can only maintain this field if the order status is Released.

Coverage Time

For contract, quotation, or warranty coverages, the date and time as of which these coverages apply to the service order.

Sold-to Address

The address code of the sold-to business partner.

Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Address

The address of the business partner.

Sold-to Contact

The sold-to business partner's contact.

Note

This value is defaulted based on the Sold-to Business Partner, Installation Group, Item and Serial Number.

First Invoice Reference

Any further reference information about the business partner that you want to include with the service order.

Note

You can only maintain this field if the sold-to BP field is filled, and if the order status is Free or Planned.

This field is available in the Released or Completed statuses if no actual cost lines are present for the order.

Second Invoice Reference

Any further reference information about the business partner that you would like to include with the service order.

Note

You can only maintain this field if the sold-to BP field is filled, and the order status is Free or Planned.

This field is available in the Released or Completed statuses if no cost lines are present for the order.

Sales Representative

The employee responsible for the service order.

Line of Business

A group of customers, suppliers, or employees that work in the same business sector.

Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data.

Default value

The line of business specified for the sold-to business partner in the Sold-to Business Partners (tccom4510m000) session.

Note

You can only maintain this field if the order status is Free or Planned and if the Sold-to Business Partner field is filled.

Sales Area

Areas.

Note

This value is defaulted from the Sold-to Business Partners (tccom4510m000) session.

Sales Price List

The code of the price list linked to the business partner and used to determine the service order's sales price.

Default value

The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session.

Coverage Contract

If an active service contract covers the service order's Installation group, the contract number appears in this field.

Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Service Order Quotation

If the service order is created from a transferred service quotation order, the service order quotation's number appears in this field.

Route

The route entered on the originating order. The default value is taken from the freight order header.

Carrier/LSP

The carrier that is to receives the goods on the current freight order line. The value in this field is taken from the freight order header.

The carrier that you enter in this field is overruled if the load building engine finds other carriers that offer lower prices and/or provide a better planning scope.

If you do not enter a carrier in this field, the load building engine selects a carrier.

If the carrier entered in this field is not to be overruled by the load building engine, select the Carrier Binding check box.

Ship Materials To

The address type used as the shipping address for the material cost line related to the order.

Note
  • The value in this field is defaulted from the Service Order Parameters (tssoc0100m000) session or by default the value is set to Ship-to BP Address.
  • The value in this field can be set to In-Use-by BP Address or Dealer Address only if an Installation Group or serialized Item is specified and the related addresses are specified.
  • This is a display field if the Status field is not set to Free or Planned.

Allowed values

Address Type

Ship-to Business Partner

The ship-to business partner who receives the service order's material requirements.

Ship-to Address

The ship-to business partner's address code.

Ship-to Contact

The ship-to business partner's contact.

Default value

The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.

Delivery Terms

The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session.

This field is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between supplier and customer.

  • This field is available only for external service orders.
  • This field is available only for the service orders with status Free or Planned.
Description

The description or name of the code.

Point of Title Passage

The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session.

The point of title passage is the point of location at which the transition of responsibility of a consignment transfers from the supplier to the customer. In Service, the transfer is from the service company to the customer.

  • This field is available only for external service orders.
  • This field is available only for the service orders with status Free or Planned.
Description

The description or name of the code.

Location Address

The address code of the location at which materials must be received by the ship-to business partner.

Note

Infor LN uses the following search sequence to default the address linked to:

  1. the Installation Group, or the Item, and the Serial Number, if specified.
  2. the ship-to business partner linked to the Sold-to Business Partner, if specified.
  3. the Sold-to Business Partner, if specified.
  4. the Project, if specified.
Address

Address details.

Country

The country in which the above address is located.

Coverage Type

The service order's coverage type.

Service Area

The code of the service area in which the service order is carried out.

Note

This value is defaulted from:

  • the Serialized Items (tscfg2100m000) session if the serialized item is specified.
  • the Installation Groups (tsbsc1100m000) session, if this value is not specified in the Serialized Items (tscfg2100m000) session.
Note

You can only maintain this field if:

  • The order status is Free or Planned.
  • The Use check box is selected in the General Service Parameters (tsmdm0100m000) session.

This field is available in the Released or Completed statuses if no actual cost lines are present for the order.

Service Car

The service car the service engineer uses to drive to the service site.

Default value

The service car related to the service employee. If a service engineer is related to the service order when you run the Service Order Resource Planning (tssoc2260m000) session, this field is filled by default.

Note
  • This field is used for information purposes only.
  • This field is only available if the Sold-to Business Partner field is filled, and if the service-order status is Free, Planned or Released.
  • Any changes to the service car on the order header leads to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, and in the destination of the warehouse transfer and issue orders. The following table describes each of these changes:
Transfer OrderIssue OrderAction
Not ProcessedNot ProcessedThe material lines are updated with the new car warehouse. Transfer and issue orders are updated with the new car warehouse.
ProcessedNot ProcessedThe following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." The material lines are updated with the new car warehouse. Transfer orders are not updated with the new car warehouse, but issue orders are updated with the new car warehouse.
Not ProcessedProcessedThe following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
ProcessedProcessedThe following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.

 

Blank Order Sheet

If the service engineer uses prenumbered blank sheets to record the service order's cost specifications, in this field, you must specify the number of the sheet on which the service engineer records the service order's cost.

Note

You can only maintain this field if the order status is Released.

Invoice-to Business Partner

The service order's invoice-to business partner.

Invoice-to Address

The invoice-to business partner's address code.

Invoice-to Contact

The invoice-to business partner's contact.

Default value

The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.

Sales Type

Users can maintain separate accounts based on sales type.

Description

The description of the sales type.

Payment Terms

The payment terms used to invoice the business partner for the service order costs.

Default value

The payment terms assigned to the business partner in the Invoice-to Business Partners (tccom4512m000) session.

Late Payment Surcharge

The code of the late payment surcharge that applies to the service order's costs.

Payment Method

payment method.

Note

This value is defaulted from the Invoice-to Business Partners (tccom4512m000) session.

Total Invoice

If this check box is selected, and you change the service order status to Costed, LN posts all actual cost lines to Invoicing simultaneously.

Default value

Selected.

If this check box is cleared, the actual cost lines can be separately approved and posted to Invoicing. You can use this setting if, for example, a service order takes a long time to finish and accelerated invoicing is required. You can also post the actual cost lines to Invoicing if you change the service order status or the service-order activity status to Costed.

Note
  • If the service order status is Free or Planned, you can modify the setting in this field.
  • For internal service orders, this field is not applicable.
Invoice Text

If this check box is selected, a text is present.

Related topics

VAT Based On

If this check box is selected, VAT calculation is based on goods or services.

Allowed values

VAT Based on

Note

LN determines the defaults for the tax country and the tax code based on the option you choose.

Currency

The currency used to express the service order's costs.

Default value

The invoice-to business partner's currency.

Exchange Rate Type

The exchange rate type to which the currency belongs. Exchange rate type is a method used to group currency exchange rates. You can assign currency exchanges to various invoices, to business partners, and/or to numerous types of transactions, such as Purchase Sales and so on.

Rate Determiner

The method used to fix the currency rates for a service order's costs when the rates are expressed in a currency other than your company's home currency.

Rate/Rate Factor

The defined currency rate.

Pay-by Business Partner

The pay-by business partner who pays the costs of the service order.

Contact

The code of the pay-by business partner's contact.

Default value

The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) details session.

Pricing Contract

The contract linked to the service order line for which contract price is defined.

Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Pricing Contract Change

The number that identifies the active contract change number at the time of linking. The order uses the contract terms that are activated for this contract change number.

Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Pricing Method

The pricing method used to invoice the service order.

Allowed values

Pricing Method

Note

If the Pricing Method field is set to Fixed Order Price, a record is created in Service Order Fixed Prices (tssoc2115m000) session.

This field is derived if:

  • the Pricing Contract is specified or
  • the Use Fixed Repair Prices in Service Orders check box is selected in the Service Order Parameters (tssoc0100m000) session.

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Estimated Order Amount

The total sales amount of the header, all activities and all estimated cost lines. This price is expressed in the currency specified in the Currency field.

Material
Inventory Check Status

The overall inventory status for all the material lines belonging to the order.

Allowed values

Inventory Status

ATP Inventory Available

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the ATP check.

Available Date

Latest ATP Date for all the material lines belonging to the order.

Checked On Date

Latest ATP Check On Date for all the material lines belonging to the order.

Planned Inventory Available

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the Planned inventory check.

Available Date

Latest Planned Available Date for all the material lines belonging to the order.

Checked On Date

Latest Planned Check On Date for all the material lines belonging to the order.

On Hand Inventory Available

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the On Hand inventory check.

Checked On Date

Latest On Hand Check On Date for all the material lines belonging to the order.

Actual Order Amount

The total sales amount of the header, all activities and all actual cost lines. This price is expressed in the currency specified in the Currency field.

Price Origin

The origin from which the sales price is retrieved.

Allowed values

Price Origin

Default value

Not Applicable

Sales Price

The sales price for the Service Order. This price is expressed in the currency specified in the Currency field.

Note
  • This field is applicable only if the Pricing Method is set to Fixed Order Price.
  • This field is enabled only if the Order Status is set to Free, Planned or Released.
  • When the pricing contract is specified for the service order, Infor LN defaults the sales price (fixed order price) from the Fixed Price Terms (tsctm1111m000) session based on the following criteria:
    • The Master Routing/ Routing Option specified in the Fixed Price Terms (tsctm1111m000) session must be same as that specified for the service order.
    • If the above criteria is not met, the Price Level must set to Any Order in the Fixed Price Terms (tsctm1111m000) session.
  • When the pricing contract is not specified, but the master routing/routing option is specified for the service order, Infor LN defaults the sales price from the Master Routings (tsacm1101m100)/ Routing Options (tsacm1101m200) session, if the Fixed Price check box selected.
  • If the Pricing Contract is not specified, the sales price is defaulted from the Master Routings (tsacm1101m100)/ Routing Options (tsacm1101m200) session only if the Fixed Price check box is selected.
Master Routing

The master routing used to determine the fixed order price for the service order.

Note
  • This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • For this master routing, the Activity Use field must be set to Field Service or General in the Master Routings (tsacm1101m100) session.
  • This field is enabled only if the Order Status is set to Free, Planned or Released.
  • Infor LN defaults this value from the Master Routings (tsacm1101m100) session, if master routing is specified for the service order. In case a service order quotation is linked to the service order, Infor LN defaults this value from the Service Order Quotations (tssoc1100m000) session.
Description

The description or name of the code.

Routing Option

The routing option used to determine the fixed order price for the service order.

Note
  • This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session and the master routing is specified.
  • This value must be linked to the Master Routing in the Routing Options (tsacm1101m200) session.
  • This field is enabled only if the Order Status is set to Free, Planned or Released.
  • Infor LN defaults this value with the routing option linked to the specified Master Routing.
Serialized Item Warranty

The code of the serialized item warranty linked to the service order.

Warranty Type

The type of warranty applicable for the cost lines linked to the service order activity.

Allowed values

Warranty Type

Note
  • You can set this field to Serialized Item Warranty only if the specified Item is a serialized item.
  • This field is disabled if:
    • the Pricing Method is set to Fixed Order Price.
    • the status of the service order is set to Costed, Closed, Canceled, or Rejected.
    • the status of the actual cost lines is set to Costed or Posted to Finance.
Warranty

The warranty applicable to the cost lines of the service order activity.

Note
  • This field is applicable only if the Warranty Type field is set to Generic Warranty or Serialized Item Warranty.
  • The warranty linked to the service type is defaulted if:
    • the Warranty Type is set to Generic Warranty.
    • the Force Generic Warranty check box is selected in the Service Types (tsmdm0130m000) session or
    • no warranty is defined for the serialized item.
  • The warranty defined for the serialized item or warranty template is defaulted if:
    • the Warranty Type is set to Serialized Item Warranty.
    • the Force Generic Warranty check box is cleared in the Service Types (tsmdm0130m000) session.
  • This field is disabled if:
    • the status of the service order is set to Costed, Closed, Canceled, or Rejected.
    • the status of the actual cost lines is set to Costed or Posted to Finance.
    • the Order Activity Status is set to Costed and/or the Status of a cost line is set to Costed.
Description

The description or name of the code.

Pricing Contract Line

Contract configuration line linked to the service order line for which contract price is defined. This is a display field.

Note

Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Description

The description or name of the code.

Contract Ignored

If this check box is selected/cleared, the following are the possible scenarios:

  • If this check box is selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract is linked and the sales price of the service contract is overruled.
  • If this check box is selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a service contract is not linked.
  • If this check box is not selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract exists, and pricing terms data is used.
  • If this check box is not selected and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a valid service contract does not exist.
Note

This is a display field.

This field is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session.

Travel Planning Method

The method that indicates whether the travel planning is based on service order header or service order activity line.

Note

If this field is set to Not Applicable, the value is defaulted from the Service Types (tsmdm0130m000) session. If this field is set to a value other than Not Applicable, the value is defaulted from the Service Order Parameters (tssoc0100m000)

 

Generate

Generates a new serial number for the serialized item.

View Details

Starts the service order details session.

Insert in Details

Creates a new service order.

Hours Accounting

Use this option to maintain hours accounting for the service order.

Blocking Reasons

If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the Installation group. If no calendars are defined for the relevant durations, an error message is given. If the planned end date is not calculated, no activities are planned.

Plan

Use this option to run Global SRP on the Service Order.

Release

Use this option to change the status of the service order from Free to Released. The service order activities you select are release independent of the header status, which can be Free or Planned. The status of the service activities that are not selected for release remain unchanged.

Complete

Use this option to change the status of a service order from Released to Completed.

Cost

Use this option to calculate the cost for the service order.

Issue Inventory

Issues stock from the warehouse.

Propagate Tax Settings

Creates or restores uniform tax settings.

Print Draft Invoice

Use this option to print the draft invoice before service order is invoiced.

This option is enabled if:

  • The service order is an external service order.
  • The status of the service order is Released or Completed.
  • The actual quantity and invoice sales amount are defined for at least one of the cost lines.
  • Not all the cost lines are linked to an ERP project. The order / activity link can be found in the Service Order Links by Project (tppss6520m000) session.

Note

  • If the Total Invoice check box is selected, all the cost lines are printed in the draft invoice. Only the cost lines with statuses Free and Costed are considered.
  • If the Total Invoice check box is cleared, the cost lines can be printed individually. Only the cost lines with status Free are considered for printing the draft invoice.
View Tree

Shows the service order and its associated service order activities in a graphical manner.

Installation Group

Shows the Installation group for which the service order is created.

Calculate

If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the Installation group. If no calendars are defined for the durations concerned, an error message appears. If the planned end date is not calculated, no activities are planned.

Calculate

If you use this option and you enter the planned start date, the planned finish date is calculated forwards using activity duration, travel duration and availability by calendars. The calendars are selected from the serialized items, if specified, or else from the Installation group. If no calendars are defined for the specified durations, an error message appears. If the planned start date is not calculated, no activities are planned.

Link / Unlink Contract

Allows the user to link or unlink the service contract with the pricing terms.

  • This option is enabled only if the pricing contract is defined for the service contract.
  • This option is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session.