Service Order Activities (tssoc2110m000)

	Service Order Activities (tssoc2110m000) Use this session to view and maintain the activities of a selected service order. 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 from which the current order originates. 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 You can view the Required Skills option, only if the Skill checkbox is selected in the General Service Parameters (tsmdm0100m000) session. 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. This session can also be viewed as a satellite session in the Service Order (tssoc2100m100) session. Integration with Infor LN Quality Infor LN allows you to create non-conformance reports for service objects, using the Create Non-Conformance Report option on the Action menu. The Non-Conformance Reports (qmncm1100m000) session is invoked, wherein you can create the report for the service object. Infor LN allows you to link non-conformance reports for service objects, using the Link Non-Conformance Report option on the Action menu. The Non-Conformance Reports (qmncm1100m000) session is invoked, wherein you can select the report to be linked to the service object. You can use the Unlink Non-Conformance Report option on the Action menu to unlink the Non-Conformance report. The Related Orders - Non-Conformance Reports (tsmdm4500m100) session is invoked, wherein you can select the report to be unlinked. Note These non-conformance report options are visible only if the Non-Conformance Reports check box is selected in the General Service Parameters (tsmdm0100m000) session. The Create Non-Conformance Report option is enabled only if the Item is specified for the service object. Related topics To complete service order activities Warranties Warranty handling on service order/activity/maintenance sales order Warranty handling on customer claims Recalculation of sales price and linking of a contract on service order Impact of the Project Link on a Service Order/Activity Travel Cost Lines Default Setup Creating and Generating Travel Cost Lines Recalculating Travel Cost Lines Handling Serialized Item during Service Order creation/generation Handling Serialized Item (Repair Warranty, Sold-to BP, Physical Breakdown) Handling Serialized Items (Sales Prices/Costs on Invoice Lines and Cost Lines) Order and Activity based Pricing (Reference Activities, Master Routing and Routing Options) Order and Activity based Pricing (Contract (quotation) configuration lines) Order and Activity based Pricing (Field Service) Order and Activity based Pricing (Depot Repair) Owner vs User Default Business Partner for Order Sold-to BP versus Owner Impact of Business Partner Defaulting Estimates in Service Order Control Service Order The (number of the) service order for which the activities 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. Allowed values Service Order Status Activity Line Number The smallest unit of activity that can be carried out for a service order. Multiple activities can be defined per service order. This can be useful, for example, to combine calls with planned maintenance activities. Default value Numbering The activity-line number enables you to define more than one activity for a service order. Activity Status The current status of the service order activity. Allowed values Service Order Activity Status Reference Activity The (code of the) reference activity listed for the service order. If the reference activity has an inspection template (maintained in the Reference Activity - Measurement Types (tsacm3160m000) session), the inspection template's measurements are used to add inspection lines in the Inspections (tscfg3100m000) session, for the service order. Note Any requirements (material, labor, other) listed for the reference activity are added to the cost lines of the service order. Allocated Engineer The employee who carries out the service order activity. Note The default value is the service engineer specified for the service order. Preferred Engineer The preferred service employee to execute the service order activity. Note This field is disabled if the activity status is not set to Free, Planned or Released. This value is defaulted from the Service Orders (tssoc2100m000) session if the Preferred Engineer of Header is default for Activity check box is selected in the Service Order Parameters (tssoc0100m000) session. Else, Infor LN uses the following search logic to default this value: The Preferred Engineer Field Service field in the Serialized Items (tscfg2100m000) session. The Preferred Engineer Field Service field in the Installation Groups (tsbsc1100m000) session. The Preferred Engineer field in the Service Orders (tssoc2100m000) session. Description The description or name of the code. Service Car The code of the service car used for the service order activity. Note This field is disabled if: The activity status is not set to Free, Planned or Released. The cost lines with actual costs are linked to the activity and the activity status is set to Released. Infor LN defaults this value with the service car of the first engineer (if defined) linked to the assignments of the service order, if the Service Car of Assignment is default for Activity check box is selected in the Service Order Parameters (tssoc0100m000) session. If this check box is not selected, Infor LN defaults the service car linked to the preferred engineer of the service order activity . Description The description or name of the code. Description A brief description of the service order activity. Search Argument The service order activity's search key. Related topics Using search keys Activity Group activity group. The Activity Group can be used only if the parameter in Activiity Management Use Activity Groups field is ON. Service Type The service type of the service order activity. Note If the Service Type specified on the Service Orders (tssoc2100m000) session is of type repair warranty, Infor LN defaults this value from the service order header. You can define a service type as repair warranty in Service Order Parameters (tssoc0100m000) session. Coverage Type The (code of the) service order activity's coverage type. Installation Group The Installation group to which the item (on which the service order activity is carried out) belongs. Item The item on which the service order activity is carried out. Note Infor LN defaults this value from the service order header. Serial Number The serial number of the item on which the activity is carried out. You can also specify the serial number. Following are the two possible conditions: When the item number is specified Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session. When the item number is not specified A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Item (tscfg2100m000) session opens displaying all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated. When you enter the serial number linked to only one serialized item, the Item, Description, Quantity, Department fields are populated. Note Infor LN defaults this value from the service order header. In case the serial number entered is incorrect, Infor LN displays an error message. 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. Alternate Serial Number The serialized item's BP identification number. Note You can specify this number in the Serialized Items (tscfg2100m000) details 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. Downtime Ratio The activity's downtime ratio. Default value The downtime ratio specified for the reference activity in the Reference Activities (tsacm1101m000) details session. VAT Based On If this check box is selected, VAT calculation is based on goods or services. Allowed values VAT Based on Note Depending on the option chosen, LN will determine defaults for the tax country and the tax code. Coverage Contract A sales agreement between a service organization and a customer for a specific period, that states the configurations (installation groups or serialized items) to be maintained, the coverage terms, and the agreed price. Activity Duration The amount of time it takes to carry out the activity. Default value The duration specified for the reference activity, in the Reference Activities (tsacm1101m000) details session. All activity durations listed for the service order are added up to give the order duration of the service order. Note You can only maintain this field if the activity's status is Free, Planned, or Released. If labor cost lines are linked to the service order activity, the total of all durations specified in these lines will be displayed here when you click Recalculate Price/Discounts Entire Activity. Activity Duration The unit used to express the activity's duration. Planned Start Time The time planned for the activity to start. Note The value in this field cannot be greater than the Earliest Start Time. This field is enabled only for the service order activities with the status Free, Planned, or Released. Planned Finish Time The time planned for the service order activity to finish. Note The value in this field cannot be greater than the Latest Finish Time. This field is enabled only for the service order activities with the status Free, Planned, or Released. Adjust Dates from Assignments If this check box is selected, and the assignment is updated: the planned start and the planned finish time of the service order activity is also updated. the planned start time of the activity is set to the earliest of the planned start times of all the related assignments, and the planned finish times of the activity is set to latest of the planned finish times of all the related assignments. Note You can select this check box only if the Adjust Activity Dates from Assignments check box is selected in the Service Order Parameters (tssoc0100m000) session. This value is defaulted from: the Reference Activities (tsacm1101m000) session, when a service order is created and a reference activity is linked to the order. the Service Order Parameters (tssoc0100m000) session, when a service order is created and a reference activity is not linked to the order. You cannot modify this value if the activity status is set to Completed, Costed, Closed, Canceled or Rejected. Earliest Start Time The earliest time that any physical machinations required by the service order activity, can be started. For example, delivery of the required materials. You can maintain this field if the activity's status is Free or Planned. If the value you enter in this field is earlier than the Latest Finish Date of the service order, LN updates the service order's Earliest Start Time with this value. Note You cannot maintain this field if the activity is generated from: A call in the Call Management module. A planned activity in the Service Planning & Concepts module. Latest Finish Time The time at which any physical machinations required by the service order activity must be finished, for example, the return of unused materials to the warehouse. You can maintain this field if the activity's status is Free, Planned or Released. If you enter a value in this field that is later than the Latest Finish Time of the service order, LN updates the service order's Latest Finish Time with this value. Note You cannot maintain this field if the activity is generated from: A call in the Call Management module. A planned activity in the Service Planning & Concepts module. Latest Solution Start Time If the service order activity is generated from a call transferred from Call Management, this field displays the time by which the support engineer must have started solving the call, which is determined in the Calls (tsclm1500m000) session. Latest Solution Finish Time If the service order activity is generated from a call transferred from Call Management, this field displays the time by which the support engineer must have finished solving the call, determined in the Call (tsclm1100m000) session. Actual Start Time The time when the service order activity was actually started. Note You can only maintain this field if the order status is Released. Actual Finish Time The time when the service order activity was actually finished. Note You can only maintain this field if the order status is Released. Coverage Time If a warranty or contract is valid for the item on the date displayed in this field, the service order activity's costs are covered by the valid contract or valid warranty. Default value For service orders generated from the Call Management module, the date when the call is reported. For service orders generated from the Service Planning & Concepts module, the earliest start date of the planned activity. For manually defined orders, you can maintain this field if the activity status is Free, or Planned. The default value is the service order's planned start time. Estimated Sales Price The estimated sales price for the service order activity, before the activity is Released. Note This field is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) and the Service Orders (tssoc2100m000) session. This value is defaulted from the Sales Price field only if: The Pricing Method is set to Fixed Activity Price. The service order activity Status is set to Free or Planned. Subcontracted If this check box is selected, the activity of the service order is sub contracted. Supply Material to Subcontractor If this check box is selected, the subcontracted item is supplied to the subcontractor. Note This field is enabled only if: the Subcontracting with Material Flow field is selected in the Implemented Software Components (tccom0100s000) the Subcontracted check box is selected. Create Purchase Requisition If this check box is selected, purchase requisition can be generated as the subcontractor is not identified for the activity. Note This field is enabled only if: The Subcontracted check box is selected. The value in the Subcontractor field is not specified. Subcontractor The code of the buy-from business partner who carries out any subcontract work required for the service order activity. Note This field is enabled only if: The Subcontracted check box is selected. The Create Purchase Requisition check box is cleared. You cannot specify a value in this field if: More than one other cost line with the Cost Type, Subcontracting exists for the activity The Subcontractor is different on at least one of the other cost lines linked to the activity, Default value The buy-from business partner selected for the reference activity in the Reference Activities (tsacm1101m000) details session. Related topics Subcontracting - Service order Item Subcontracting The service item code, cost item or subcontracted service item code, used to itemize the subcontract work carried out for the reference activity. Note This field is enabled only if the Subcontracted check box is selected. You can specify an Item for which the Item Type is set to Subcontracted Service. You cannot specify a value in this field if: More than one other cost line with the Cost Type, Subcontracting exists for the activity line. The Item is different on at least one of the other cost lines linked to the activity Purchase Requisition/ Line The code of the purchase requisition order and the line. Note This field is applicable only if: The Cost Type of the other cost line is Subcontracting. The Create Purchase Requisition check box is selected and the activity is planned. Slash Character The purchase requisition order line number. Note This field is applicable only if: The Cost Type of the other cost line is Subcontracting. The Create Purchase Requisition check box is selected and the activity is planned. Purchase Order/ Line The purchase order of the activity's subcontracted work, which LN generates when you run global SRP for the service order. Note LN uses the purchase order series you specify in the Service Order Resource Planning (tssoc2260m000) session to generate the purchase order. Slash Character The purchase order line for the activity's required subcontract work. Checklist The checklist used to carry out the service order activity. Default value The checklist specified for the reference activity in the Reference Activities (tsacm1101m000) details session. Planned Activity If the service order activity is generated from a maintenance plan's activity in Service Planning & Concepts module, this field displays the code of the planned activity. Planned Activity If the service order activity is generated from a maintenance plan's activity in Service Planning & Concepts module, this field displays the activity sequence number of the planned activity. Field Change Order If the service order activity is generated from a field change order (FCO), this field displays the number of the FCO that generated the service order activity. Field Change Order Item FCO item is the item for which the Field Change Order is generated. Related topics Field Change Orders (tssoc5100m000) session. Measurement Type The code of the measurement that triggers the service order activity in a use-based maintenance (UBM) schedule. Default value The measurement specified for the reference activity. Note You can only maintain this field if the service order activity status is Free or Planned. Actual Down Time The actual downtime. Project The code that uniquely identifies the project to which the service order/service order activity line is linked. Note Infor LN defaults the value in this field from the Service Orders (tssoc2100m000) session. Problem Call If the service order activity is generated by a call transferred from the Call (tsclm1100m000) session, this field displays the call number that generated the service order activity. Response Type The (code of the) response times that determine the time periods within which the call that generated the service order activity must be solved. Default value The response time code selected for the call in the Call (tsclm1100m000) session. Note You can only maintain this field if the service order activity status is Free or Planned. Customer Priority The priority assigned to the customer (sold-to business partner), which is used to determine the priority factor. Default value The priority given to the call's customer in the Calls (tsclm1500m000) session. Serialized Item Priority The serialized item's priority, which is used to determine the priority factor. Default value The priority given to the serialized item in the Call (tsclm1100m000) session. Problem Priority The priority given to the call's problem, which is used to determine the priority factor. Default value The priority given to the call's problem in the Call (tsclm1100m000) session. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Reported Problem The problem reported by the customer. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Expected Problem The problem expected by the service engineer. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Expected Solution The solution to the Expected Problem as determined by the service engineer. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Actual Problem The (code of the) call's problem that service order activity is supposed to solve. Default value The problem code selected for the call in the Call (tsclm1100m000) session. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Actual Solution The code of the solution to the call's problem. Default value The solution code selected for the call in the Call (tsclm1100m000) session. Note This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. Description The description or name of the code. Service Kit The service kit that supplies the necessary materials and/or Service tools needed to carry out the service order activity, and solve the call that promoted the activity. Note You can only maintain this field if the activity status is Free or Planned. This field is cleared and inactive if the Use Service Kits for Calls check box in the Service Order Parameters (tssoc0100m000) session is not selected. Call Text If this check box is selected, a text is present. Note This text is created in the Call (tsclm1100m000) session. Related topics Using texts Solution Text If this check box is selected, a text is present. Note The solution text is added in the Call (tsclm1100m000) details session. Related topics Using texts Master Routing The master routing code that was used to generate the service order activity. Note The master routing is used in the service order only if the Use Master Routing check box is selected in Service Order Parameters (tssoc0100m000) session. Routing Option Routing Options that were used to generate the service order activity. Related topics Master routings and routing options Master Routing Operation The master routing operation, on which the service order activity is based. This enables the relevant operation duration to be retrieved if the master routing duration is used, to determine the activity duration, during creation of service order activity. Note This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session. This field is applicable only if the value in the Master Routing field is specified. Routing Option The description of the routing option. Related topics Master routings and routing options Pricing Contract The contract linked to the service order line for which contract price is defined. Pricing Contract Line Contract configuration line liked to the service order line for which contract price is defined. Pricing Method The pricing method that LN uses to invoice the service order. Allowed values Pricing Method Note If the Pricing Method field is set to Fixed Activity Price, a record is crated in Service Order Fixed Prices (tssoc2115m000) session. Sales Price The sales price of the service order activity. Note This field is applicable only if the Pricing Method of the service order activity is set to Fixed Activity Price. When the pricing contract is specified for the service order activity, Infor LN defaults the sales price (fixed activity price) from the Fixed Price Terms (tsctm1111m000) session based on the following criteria: The Reference Activity specified in the Fixed Price Terms (tsctm1111m000) session must be same as that specified for the service order activity. If the above criteria is not met, the Price Level must set to Any Activity the Fixed Price Terms (tsctm1111m000) session. When the pricing contract is not specified, but the Reference Activity is specified for the service order activity, Infor LN defaults the sales price from the Reference Activities (tsacm1101m000) session, if the Use Fixed Price check box is selected. This field is enabled only if the Activity Status is set to Free, Planned or Released. Currency The currency in which the sales price is expressed. Price Origin The origin from which the sales price is retrieved. Allowed values Price Origin Default value Not Applicable Material Issue Constraint The level at which, the material must be shipped completely. Allowed values Material Issue Constraint Note LN defaults this value from the Service Orders (tssoc2100m000) session. This field is disabled if: The Status of the Activity Line Number is set to Completed. For a Released Activity Line Number, a related warehouse order exists, that cannot be modified. Related topics Material Issue Constraints 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. Warranty Type The type of warranty applicable to the cost lines linked to the service order activity. Allowed values Warranty Type Warranty The code of the warranty applicable to the cost lines of the service order activity. Note This field is mandatory if the Warranty Type is set to a value other than No Warranty. The value in this field cannot be modified if the Order Activity Status is set to Costed and/or the Status of the cost line is set to Costed. If the Order Status is set to Costed, the value in this field can be modified until it is allowed by invoicing. Service Area The code of the service area. Note To default the value in this field, Infor LN considers the following search path: Infor LN first considers the Service Area specified in the Serialized Items (tscfg2100m000) session. If the value is not defined in the Serialized Items (tscfg2100m000) session, Infor LN considers the Service Area specified in the Installation Groups (tsbsc1100m000) session. If the value is not defined in the Installation Groups (tsbsc1100m000) session, Infor LN considers the Service Area specified in the Service Orders (tssoc2100m000) session. Material Inventory Check Status The overall inventory status for all the material lines belonging to the activity. Allowed values Inventory Status ATP Inventory Available Indicates if the inventory for the material line belonging to the activity is available, calculated by the ATP check. Available Date Latest ATP Date for all the material lines belonging to the activity. Checked On Date Latest ATP Check On Date for all the material lines belonging to the activity. Planned Inventory Available Indicates if the inventory for all the material lines belonging to the activity is available, calculated by the Planned inventory check. Available Date Latest Planned Available Date for all the material lines belonging to the activity. Checked On Date Latest Planned Check On Date for all the material lines belonging to the activity. On Hand Inventory Available Indicates if the inventory for all the material lines belonging to the activity 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 activity. Ship-To Ship-to Business Partner The ship-to business partner. Note The value in this field is defaulted from the Ship-to Business Partner specified in the Service Orders (tssoc2100m000) session. This is a display field if the Status field is not set to Free or Planned. Ship-to Address The address of the ship-to business partner. Note The value in this field is defaulted from the Ship-to Address specified in the Service Order Activities (tssoc2110m000) session. If the Activity Line is not defined, this value is defaulted from the Ship-to Address of the Service Orders (tssoc2100m000) session. This is a display field if the Status field is not set to Free or Planned. Ship-to Contact The contact details of the ship-to business partner. Ship Materials To The address type 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 Insert in Details Creates a new service order activity. View Details Starts the service order activity details session. Print Draft Invoice Use this option to print the draft invoice. This option is available when : The service order is an external service order. The status of the service order activity is Released or Completed. The actual quantity and invoice sales amount is defined for atleast one of the cost lines. Note If the Total Invoice check box is selected, then all the cost lines will be printed in the draft invoice. Only the cost lines with statuses Free and Costed are considered. If the Total Invoice check box is cleared, then the cost lines can be printed individually. Only the cost lines with status Free are considered for printing the draft invoice. This option is disabled when the service order is linked to ERP project. Set Activity to Completed Sets the status of the service order activity to Completed. Set Activity to Costed Sets the status of the service order or service-order activity to Costed. Configuration Tree Use this option to view the list of Installation groups for a particular Sold-to-BP represented in the graphical form. Calculate If you use this option and you enter the planned end date, the planned start date is calculated backwards using activity 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 durations concerned, ERP displays an error message. 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 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 durations concerned, ERP displays an error message. If the planned start date is not calculated, no activities are planned. Determine Sums up the Reference Activity duration mentioned in the Configuration Lines and updates the Duration field on the Service Order Quotation header. If the Use Master Routing Activity Duration in Field Service check box is selected and the Type of Duration is set to Activity Duration in the Operations (tsacm2100m100) session, the duration of a master routing operation for field service must be considered first to populate the duration of the derived service order activity. Else, the duration of the reference activity is used. Related Orders To Starts the Graphical Browser Framework that displays the orders which originate from the current order. Related Orders From Starts the Graphical Browser Framework that displays the orders from which the current order originates. Generate Call Use this option to generate a call that originates from this Service Order Activity. Required Skills Starts the Required Skills by Activity (tstdm2111m000) session. You can view this option, only if the Skill checkbox is selected in General Service Parameters (tsmdm0100m000) session. Link / Unlink Project Use this option to link or unlink the activity line to the project header. 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. Fixed Price Starts the Service Order Fixed Prices (tssoc2115m000) session This option is enabled only if the Pricing Method field is set to Fixed Activity Price.