The number used to identify the service order.
If you create a service order in the details session, you select a series to assign the service order to, and LN generates a number for the service order.
Service Order (tssoc2100m100)Use this session to view, maintain, or create service orders. You can perform a number of financial and logistical tasks related to a service order, service order activities, and cost lines. 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:
Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:
Note 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. To review the actual and estimated material, labor and other costs, you can use the following satellite sessions:
If no user profile is defined for the current user in the Service User Profiles (tsmdm1150m000) session, these sessions are displayed instead of the estimated and actual costs sessions. For more information on displaying the various satellite sessions for this MMT session, refer to: You can carry out the following tasks:
Service Order The number used to identify the service order. If you create a service order in the details session, you select a series to assign the service order to, and LN 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 that the service order is created for. 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. Description The name of the department. Item The item for which the service order is created. You can specify an anonymous item, or a serialized item. Note
Serial Number The serial number of the item. Note
Description The description or name of the code. 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. Sold-to BP 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 This value is defaulted from:
Infor LN uses the following search sequence to default this value from:
Sold-to BP The name of the business partner. Warranty Claim Select this check box when a service order is related to dealer warranty. The service is performed by the dealer for a customer on the behalf of orginal equipment manufacturer. The check box is enabled till a cost line is created for a service order. If this check box is selected, the Claim Method field is enabled. Important! If this check box is selected, a claim header is created which is linked to the service order. A claim line is created when you create Material/Labor/Other cost line for a service order. Project The code that uniquely identifies the project to which the service order/service order activity line is linked. Description The description or name of the code. Service Department The service department that carries out the service order. Note This value is defaulted from:
Description The description or name of the code. Service Engineer The service employee preferred to perform the service order. The service engineer can be allocated to the service order in the following ways:
Note
Description The name of the service engineer. Coverage Contract Note This value is defaulted based on the specified Installation Group, Item, Serial Number and Coverage Time. Service Type The service type. You can define an issue and receipt warehouse order type for a service type in the Service Types (tsmdm0130m000) session. If a warehouse order is created for a service order, LN selects WarehouseOrder Typefor Issue or WarehouseOrder Typefor Receipt defined for the service type. Note This value is defaulted from:
If an Issue and Receipt warehouse order type is not defined for the service type, LN selects the default Warehousing Order Type defined in Default Order Types by Origin (whinh0120m000) session. 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:
Description The name or description of the service type. 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. Address The location and address of the sold-to bp. Note Infor LN uses the following search sequence to default the address linked to:
Claim Method The method by which the original equipment manufacturer (OEM) reimburses the dealer. The OEM reimburses the dealer for the service provided by the dealer to the customer on the behalf of OEM. Note The field is enabled only when the Warranty Claim check box is selected. The option is disabled and the value is set to Not Applicable if the Warranty Claim check box is cleared. Following are the available values:
Order Duration The time required to carry out the service order, which is the duration of all the related service-order activities. This value is defaulted based on the specified service type, preferred engineer, installation group, serialized item, serial number of the item and the service department.
Note This value is defaulted based on the specified Service Type, Preferred Engineer, Installation Group, Item, Serial Number and the Service Department. Travel Duration The amount of time the service engineer requires to travel to the location where the service order is to be implemented. This value is defaulted based on the specified serialized item, serial number, installation group, service area and service department. Default value The travel time specified for the service order's Installation group in the Installation Groups (tsbsc1100m000) session. Note
Planned Start Time The time by which the service order must be started. Note
Planned Finish Time The time at which the service order is planned to finish. This value is defaulted based on the specified order duration, preferred engineer, installation group, serialized item, serial number of the item and the service department. 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 enabled only for the service orders with the status Free, Planned, or Released. Earliest Start Time The time that the service order is planned to start at the earliest. 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
Latest Finish Time The time that the service order is planned to finish at the latest. Note
Appointment If this check box is selected, an appointment with the sold-to business partner is confirmed. Material Issue Constraint The level at which, all the material must be shipped completely. Allowed values Note
Pricing Contract The contract linked to the service order line for which contract price is defined. Note This value is defaulted based on the Installation Group, Coverage Time, Item and the Serial Number. 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 This value is defaulted based on the Installation Group, Coverage Time, Item and the Serial Number. Pricing Contract Line Contract configuration line liked to the service order line for which contract price is defined. Note This value is defaulted based on the specified Installation Group, Item, Serial Number and Coverage Time. Pricing Method The pricing method that Infor LN uses to invoice the service order. Allowed values Note
If the Pricing Method field is set to Fixed Order Price, a record is crated in Service Order Fixed Prices (tssoc2115m000) session.
Price Origin The origin from which the sales price is retrieved. Allowed values 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
Master Routing The master routing used to determine the fixed order price for the service order. Note
Routing Option The routing option used to determine the fixed order price for the service order. Note
Material Inventory Check Status The overall inventory status for all the material lines belonging to the order. Allowed values 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. Estimated Order Amount The total sales amount of the header, the activities and the estimated cost lines. This price is expressed in the specified Currency. Actual Order Amount The total sales amount of the header, the activities and the actual cost lines. This price is expressed in the specified Currency. Contract Ignored If this check box is selected/cleared, the following are the possible scenarios:
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.
Generate Generates a new serial number for the serialized item. Hours Accounting Use this option to maintain hours accounting for the service order. Release Sets the status of the service order from Free to Released. The service order activities you select are released, independent of the header status, which can be Free or Planned. The status of the service order activities that are not selected for release remains unchanged. Complete Sets the status of a service order from Released to Completed. Cost Costs the service order. Issue Inventory Issues stock from the warehouse. Link / Unlink Contract Allows the user to link or unlink the service contract with the pricing terms.
Transfer to Supplier Claim Transfer all Service Order Lines to the Supplier Claim Requests (tscmm1114m000) session. The form command is enabled only if the Service Order Lines are released and one of the lines must be Costed. During the process a message will be given for all the lines that cannot be transferred.
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