Service Order Estimated Material Costs (tssoc2120m000)

Use this session to view and maintain the estimated material costs of service orders.

You can manually add estimated material cost lines to a service order or service order activity with the status Free or Planned.

For every reference activity added to a service order, LN adds material requirements listed in the Resource Requirements (tsacm2120m000) session to the Service Order Estimated Material Costs session.

Note

This session can also be viewed as a satellite session in the Service Order (tssoc2100m100) session. To view this session, the Estimated Materials check box must be selected in the Service Order group box, in the Service User Profiles (tsmdm1150m000) session.

This session can also be viewed as a satellite session in the Service Order Activity (tssoc2110m100) session. To view this session, the Estimated Materials check box must be selected in the Service Order Activity group box in the Service User Profiles (tsmdm1150m000) session.

Note
  • LN copies this session's cost lines to the Service Order Actual Material Costs (tssoc2121m000) session.
  • If the order status is Released, you cannot add or maintain lines in this session, but you can use the Service Order Actual Material Costs (tssoc2121m000) session to add or maintain material cost lines for the service order.

 

Service Order

The number of the service order for which the estimated material costs are listed.

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.

Line

The number that distinguishes the material cost line from the other material cost lines listed for the service order.

Activity Line

The number of the service order's activity that requires the item.

Item

The code of the item required for the service order.

Serial Number

The serial number of the item required for the service order.

Note

Infor LN allows the 'warehouse issue' of the customer owned serialized item only if:

  • the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session
  • the Sold-to Business Partner for the service order and the Owner of the serialized item are the same.
Generate Freight Order

If this check box is selected, LN sends information to Purchase so that Purchase generates a freight order. This option is available only for delivery types Supplier Direct Delivery and Supplier Direct Return.

Note

If this check box is cleared, direct delivery of goods occurs without a freight order being generated.

Route

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

Route

The description or name of the code. route.

Carrier/LSP

The carrier that is to transport 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.

Related topics

  • To create freight orders
  • The load building process
  • To use Freight Management for direct deliveries.
  • Freight Management in multi-site environments.
Carrier

The description or name of the code. carrier.

Carrier Binding

If this check box is selected, the load building engine does not overwrite the carrier you select in this field. As a rule, the load building engine overwrites the carrier you select in this field, if the engine identifies another carrier that offers lower prices and/or a more favorable planning scope. If you want to impose a carrier for a specific order line and you do not want the load building engine to change the carrier, you can select the Carrier Binding check box. If the freight order line is clustered, the carrier in the carrier field is not overwritten during the clustering process, but you can, if required, manually change the carrier after the clustering process is carried out. A freight order line is available for clustering if the Load Planning check box is cleared for the freight order line.

This field is unavailable if no carrier is selected in the Carrier/LSP field.

Related topics

  • The use of freight service levels
Freight Service Level

The freight service level enables you to indicate the preferred transportation time for the item listed on the order line. The value is defaulted from the originating order, if defined there. For direct deliveries, the value is taken from the sales order.

Freight Service Level

The description or name of the code. freight service level.

Planned Receipt Time

The planned date and time on which the receipt of the item is to take place .

Invoice for Freight

Select the option to indicate how the freight costs are invoiced to the business partner.

The possible values are the following:

  • By Service: The actual freight costs are on a separate freight cost line. The amounts to be invoiced are updated from freight management. The costs are released to invoicing by Service.
  • By Freight Management: Freight costs are invoiced by Freight Management.
  • Not Applicable:The actual freight costs are ignored by Service.
Freight Costs Based On

LN adds the freight costs to the invoice-to business partner in the following ways:

Possible values:

  • Freight Costs: You can use the option to invoice the business partner based on the current information available on the freight costs for a shipment or load incurred by the carrier. The freight invoice amount is based on a carrier rate book in Pricing Control.
  • Freight Costs (Update Allowed): You can use the option to send a second invoice to the external business partner if you have previously invoiced the BP and the actual freight costs differ from the amount invoiced. The initial freight invoice amount is based on a carrier rate book in Pricing Control.
  • Client Rates: The freight invoice amount is based on client rate book in Pricing Control and stores freight service rates for a specific business partner. The invoice amount is independent of the actual freight costs made by the carrier.
  • Not Applicable: No invoice for freight costs.
Freight Amount

The freight amount that is defaulted from Pricing.

Freight Amount Binding

If this check box is selected, you cannot change the freight costs. You can calculate the Invoice Amount and select the check box to ensure that the amount is not recalculated or changed manually. The check box is unavailable and selected if the freight costs calculated for the originating sales order line are made binding. To make this line binding, the Freight Amount Binding check box is selected in the Sales Order Lines (tdsls4101m000) session. This check box is unavailable if the invoicing method is Freight Costs or Freight Costs (Update Allowed).

Effectivity Unit

A reference number, for example a sales order line or a project deliverable line, that is used to model deviations for a unit effective item.

Revision

If the item required for the service order is being developed, the item's engineering item code is indicated in this field.

Delivery Type

The delivery type.

Note

If the delivery type is set to To Warehouse, the serial status is visible.

When the delivery type is From Warehouse in Car, From Warehouse by Transport, From Service Kit, To Warehouse by Transport, a warehouse order with the status set to Planned is generated in LN Warehousing. Use the Issue / Receive option in Service Order Actual Material Costs (tssoc2121m000) session to issue or receive the items.

If the service order is related to warranty claim and you select option Reimburse Material in the Claim Method field in the Service Order (tssoc2100m100) session, you can select one of the following delivery types:

  • From Warehouse
  • From Service Inventory
  • From Dealer's Inventory
  • To Warehouse

When you select one of the listed delivery types, a warehouse order is created when you approve the actual quantity in the Claim Lines (tssoc7110m000) session.

Allowed values

Delivery Type

Mandatory Return

The dealer must return the spare parts to the original equipment manufacturer (OEM). You cannot cost the claim line that is linked to this cost line till the spare parts are not returned by the dealer.

Activity Status

The current status of the service order activity for which the estimated material cost is specified.

Planned Delivery Time

If the delivery type is To Warehouse or To Warehouse by Transport, the date on which the unused materials are expected in the warehouse. If the delivery type is By Purchase Order, the date on which the items on the purchase order lines must be delivered. This date cannot occur before the date of purchase order creation. The value entered here is taken as the value for the Planned Receipt Date field on the purchase order header.

Note

This field is only available if the Delivery Type field is set to one of the following:

  • To Warehouse
  • To Warehouse by Transport
  • By Purchase Order

The following table shows the use of planned transaction date for various delivery types.

Delivery Type Planned Transaction Date
To WarehouseThe date on which the unused materials are expected in the warehouse.
To Warehouse by TransportThe date on which the unused materials are expected in the warehouse.
From WarehouseThe date of issue from the warehouse.
From Warehouse in CarThe date of item issue.
From Warehouse by TranspThe date of item issue.
From Service KitThe date of item issue.
By Purchase OrderThe date on which the items on the purchase order lines must be delivered. This date cannot occur before the date of purchase order creation. The value entered here will be the value shown for the Delivery Date field on the purchase order header.

 

Note

This field is not available to edit if the Delivery Type field is set to one of the following:

  • From Service Inventory
  • By Field Purchase
Replacement For

If the serialized item is to replace another, in this field, you can enter the line number of the item it replaces.

You can only replace serialized items that are already listed in this session and that have the delivery type To Warehouse or To Warehouse by Transport.

If the serialized item you replace is part of a physical breakdown, LN updates the physical breakdown with the new item when you set the service order's status to Costed.

Note

You can only maintain this field if:

  • The activity's status is Free, Planned, or Released.
  • The Delivery Type is From Warehouse, From Warehouse by Transport, From Service Kit, From Warehouse in Car, or By Purchase Order.
Reference Item

Enter the PCS project item or a standard item. The reference item is referred to generate a customized item by creating a new PCS project for the sold-to business partner specified on the service order header. You can also link the reference item, as a project part, to an existing PCS project for the Sold-to BP specified on the service order header. The reference item can belong to the PCS project of any business partner.

Note

If a PCS project code is entered on the service order header, the items related to particular Sold-to BP of the PCS project code are allowed as main item in the service order estimated material lines.

Cost Component

The cost line's cost component.

Allowed values

The material cost component selected for the item in the Items - Costing (ticpr0107m000) session.

Note

You can only maintain this field if the order status or the activity status is Free or Planned.

Price

The estimated sales price of the item.

Allowed values

The sales price of the item specified in the Items - Sales (tdisa0501m000) session.

Note

Infor LN defaults this value to zero if the Ownership field is set to Customer Owned.

Sales

The currency used to express sales values.

Allowed values

The service order's currency.

Price

The estimated cost of the item.

Allowed values

The cost defined for the item in the Items - Costing (ticpr0107m000) session.

Note

Infor LN defaults this value to zero if the Ownership field is set to Customer Owned.

Cost

The currency used to express the cost values.

Allowed values

Your company's home currency.

Amount

The total estimated sales amount of the items, as calculated by means of the following equation:

Amount = Price * Quantity

Note

Infor LN defaults this value to zero if the Ownership field is set to Customer Owned.

Amount

The total estimated cost amount of the items, as calculated by means of the following equation:

Amount = Price * Quantity
Note

Infor LN defaults this value to zero if the Ownership field is set to Customer Owned.

Text

If this check box is selected, a text with further details of this estimated material cost line has been created.

Related topics

Service Kit

If the service order's delivery type is From Service Kit, this field displays the code of the service kit that contains and delivers the required items.

Note
  • You can maintain this field manually if the activity status or order status is Released or Completed.
Ownership

The ownership of the service item.

Allowed values

  • Company Owned
  • Customer Owned
Note
  • This field is displayed only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This value is defaulted from:
    • the Resource Requirements (tsacm2120m000) session, if the material resource line is created based on the reference activity of the service order activity
    • the Planned Activity - Material Requirements (tsspc2110m000) session, if the material estimated cost line is created based on the planned activity.
    • the Items - Service (tsmdm2100m000) session, if the material estimated cost line is manually created.
  • You can set this field to Company Owned if:
    • the specified serialized item is company owned and
    • the Delivery Type field is set to:
      • From Service Kit
      • From Service Inventory
      • By Purchase Order
      • By Field Purchase
  • You can set this field to Customer Owned only if the Delivery Type field is set to:
    • From Warehouse
    • To Warehouse
    • From Warehouse by Transport
    • To Warehouse by Transport
    • To Scrap
Business Partner

The business partner who owns the item in inventory.

Note
  • This field is applicable only if the Ownership field is set to Customer Owned.
  • This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
Warehouse

The warehouse from which the item must be delivered.

Allowed values

If the cost line's delivery type is:

  • From Warehouse
  • From Service Kit
  • By Purchase Order
  • To Warehouse

For internal service, the default value is the warehouse of the service center, if not defined, the warehouse of the item. For external service, the default is the warehouse of the service area, if not defined, the warehouse for the service center. Otherwise, the warehouse of the item.

If the cost line's delivery type is:

  • From Warehouse in Car
  • From Warehouse by Transport
  • To Warehouse by Transport

For internal service no warehouse can be specified. For external service the warehouse of the service area, if not present, the warehouse for the service center. Otherwise, the warehouse of the item.

If the cost line's delivery type is:

  • From Service Inventory
  • By Field Purchase

No warehouse can be specified.

Note

You can only maintain this field if the activity status (if the cost is specified for an activity) or the order status is Free or Planned.

Shipping Address

The address used as the shipping address on 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

...

The address of the ship-to business partner.

Statistical Info

Statistical import/export data that is not available as standard information in LN, but which is required on the sales listing or the Intrastat declaration by some of the EU member states.

You can add up to 15 data fields to the Intrastat statistical data by defining them as extra Intrastat information set. You can assign the extra Intrastat information sets to warehouse order lines.

Buy-from BP

The code of the buy-from business partner who is the preferred supplier of the item.

Allowed values

The buy-from business partner selected for the item in the Items - Purchase (tdipu0101m000) session.

Note

This field is only active if the cost line's Delivery Type is By Purchase Order.

Buy-from B.P.

The name of the buy-from business partner.

Quantity

The estimated quantity of the item, required for the service order.

If the item is serialized, you cannot maintain this field and the value displayed is 1.

If the item's Inventory Unit is of the physical quantity Length, Area (m2) or Volume, LN uses the field values you enter in the Item Dimensions section to calculate the value in this field. You can change the calculated value, if required.

Note

The quantity is expressed in the item's Inventory Unit that you select for the item in the Items - General (tcibd0501m000) session.

Unit

The unit used to express the estimated required quantity of the item.

Note

This unit is the Inventory Unit that you select for the item in the Items - General (tcibd0501m000) session.

Length

The unit used to express the item's dimensions.

Note

This unit is the value selected for the Unit of Measure field in the Service Order Parameters (tssoc0100m000) session.

Length

The estimated Length of the item, which is required for the service order.

LN uses the value you enter to determine the item's Quantity, by means of the following equation:

Length * Width * Thickness * Number of Units

( Thickness is only used if the item's Inventory Unit is a Volume; Width is only used if the Inventory Unit is a Volume or an Area (m2).)

If the item's Delivery Type is By Purchase Order, LN copies the dimensions to the corresponding fields of purchase order line (when you run the global SRP for the service order).

Note

You can only maintain this field if the item's Inventory Unit you selected in the Items - General (tcibd0501m000) session has a Physical Quantity of type Length, Area (m2), or Volume.

Thickness

The estimated thickness of the item, required by the service order.

The value you enter determines the item's default Quantity by means of the following equation:

Length * Width * Thickness * Number of Units

If the item's Delivery Type is By Purchase Order, LN copies the dimensions to the corresponding fields of purchase order line when you run the global SRP for the service order.

Note

You can only maintain this field if the item's Inventory Unit, which you select in the Items - General (tcibd0501m000) session, has a Physical Quantity of type Volume.

Width

The estimated width of the item, required by the service order.

The value you enter determines the item's default Quantity by means of the following formula:

Length * Width * Thickness * Number of Units

( Thickness is not used in the formula if the item's Physical Quantity is Area (m2).)

If the item's Delivery Type is By Purchase Order, LN copies the dimensions to the corresponding fields of purchase order line when you run the global SRP for the service order.

Note

You can only maintain this field if the item's Inventory Unit, as specified in the Items - General (tcibd0501m000) session, has a Physical Quantity of type Area (m2) or Volume.

Number of Units

The number of units of the item, required for the service order.

LN uses the value you enter to determine the item's Quantity by means of the following equation:

Length * Width * Thickness * Number of Units

( Thickness is only used if the item's Inventory Unit is a Volume; Width is only used if the Inventory Unit is a Volume, or an Area (m2).)

Note

You can only maintain this field if the item's Inventory Unit, as specified in the Items - General (tcibd0501m000) session, has a Physical Quantity of type Length, Area (m2), or Volume.

On Hand

The inventory on hand of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.

On Order

The inventory on order listed for the item in the Warehouse - Item Inventory (whwmd2115s000) session.

Allocated

The allocated inventory of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.

Availability
Inventory Check Status

The result of the Material Availability check.

Allowed values

Inventory Status

ATP Inventory Available

Indicates if the inventory is available in the specified Warehouse, calculated by the ATP check.

Available Date

Latest ATP Date for the material line belonging to the order.

Checked On Date

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

Planned Inventory Available

Indicates if the material is available, calculated by the Planned Inventory Check.

Available Date

Latest Planned Available Date for the material line belonging to the order.

Checked On Date

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

On Hand Inventory Available

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

Checked On Date

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

Allocation and Hard Pegging Type

The allocation and hard peging type. LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory.

Note

Allocation and Hard Pegging is applicable only for the following delivery types:

  • From Warehouse
  • From Warehouse in Car
  • From Warehouse by Transport
  • From Service Kit
  • By Field Purchase

Select the allocation and hard pegging type for the service order lines. This field can have the following values:

  • Customer Based The inventory supply for the Service Order cost line must be allocated and/or hard pegged to the sold-to BP.
  • Order Based The inventory supply for the service order cost line must be allocated and/or hard pegged to the service order.
  • Customer Reference Based The supply for the Service Order cost line must be allocated and/or hard pegged to the customer reference
  • Internal Reference Based The supply for the Service Order cost line must be allocated and/or hard pegged to the internal reference.
  • Not Applicable The allocation and hard pegging is not applicable.
Note

The field is available only when you select the Allocation and Hard Pegging check box in the General Service Parameters (tsmdm0100m000) session.

Business Partner

The name of the business partner. The inventory supply for the service order cost line must be allocated and/or hard pegged to the sold-to BP.

Business Object Type

The type of business object. Example service order.

Business Object

The identifier of the business object. Example service order number.

Business Object Reference

The reference to the business object. Example the line number of the service order.

Reference

A reference code to which the inventory is allocated. LN can use the inventory only for an order with same reference number.

Note

The field is enabled only when you set the Allocation and Hard Pegging Type field to one of the following:

  • Internal Reference Based LN uses the field to record an internal reference.
  • Customer Reference Based LN uses the field to record a reference code that is defined by a customer.
Use Unallocated Inventory

If this check box is selected, Infor LN Enterprise Planning uses unallocated inventory to match and meet the inventory demand and supply.

If this check box is cleared, Infor LN Enterprise Planning does not use unallocated inventory to meet the inventory demand.

Note

LN matches the inventory demand and supply in the following order of priority:

  1. Allocated inventory
  2. Unallocated inventory
Warehouse

The Warehouse from which the items are delivered.

Description

The name of the warehouse from which LN delivers the items.

Allocated to Quantity

The inventory that is allocated in the warehouse as specified in the service order.

Unit

The inventory unit in which the item is measured.

Note

You can select the item's Inventory Unit in the Items - General (tcibd0501m000) session.

Allocated to Quantity

The inventory that is allocated in the warehouse as specified in the service order.

Hard Pegged to Quantity

The total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the sales unit. This quantity is hard peggeed to the service order cost line.

Hard Pegged to Quantity

The total quantity of supply orders that is hard pegged and received in the warehouse as specified in the service order measured in inventory unit.

Unallocated Quantity

The inventory of the item that is available in the warehouse that can be allocated to service order, measured in sales unit.

Unallocated Quantity

The inventory of the item that is available in the warehouse that can be allocated to service order, measured in inventory unit.

Price Origin

The origin of the sales price.

Allowed values

Price Origin

Note

Infor LN sets this field to Not Applicable if the Ownership field is set to Customer Owned.

Parent Item

The item code of the parent service item required for the service order.

Serial Number

The serial number of the parent serialized item.

Position

The position number of the child item in the service order.

Contract Ignored

If this check box is selected, LN indicates that a valid fixed price contract exists for estimated material cost line and the contract is unlinked or the price is manually overwritten.

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.

Motive of Transport

A reason code that indicates why transportation takes place, for example, Repair, Sales, Transfer, and so on.

Note

This field is not applicable if the Delivery Notes checkbox is selected in the Implemented Software Components (tccom0100s000) session.

Delivery Code

A reason code that indicates who is to pay for the transportation of the goods.

Note

This field is not applicable if the Delivery Notes checkbox is selected in the Implemented Software Components (tccom0100s000) session.

Delivery Terms

The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents

Related topics

Description

The description or name of the code.

Point of Title Passage

The point at which the legal ownership changes. At this point, the risk passes from the seller to the buyer.

Related topics

Description

The description or name of the code.

 

Generate Serial Number

Click to generate a serial number.

Freight Amount

Use this command to calculate the freight amount for planned deliveries.

Recalculate Cost Line Price

Retrieves the default Price of a cost line defined in the service contract.

This option is disabled if the sales price cannot be modified manually.