Service Order Activity (tssoc2110m100)

	Service Order Activity (tssoc2110m100) Use this session to view and maintain a service order activity. You must have a service order activity for a service order to be carried out. 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. You can perform a number of tasks in this session related to service order activity, cost lines, inspections, and hours accounting. You can carry out the following tasks: View, Maintain and Create Service Order Activities: To create a new service order activity, you can click New on the Specific menu. You must then enter the relevant details and save the record. The addition of a service order activity is imperative to the implementation of the service order. View, Maintain and Estimate cost lines: You can enter financial details pertaining to the material, labor, and other cost lines for the service order activity. View, Maintain, create Actual Cost lines: For each service order activity, you can enter the actual costs. View, Maintain, create Inspection: For each service order activity, you can enter Inspections that must be carried out for a service order activity. View, Maintain, create Hours Accounting: For each service order activity, you can account the hours. 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. 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: Service Order Material Costs (tssoc2122m000) Service Order Labor Costs (tssoc2132m000) Service Order Other Costs (tssoc2142m000) 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: To Display satellite sessions for ease-of-use To view the satellite sessions in the MMT sessions of Service Order Control module Related topics 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 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) 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. Activity Line 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. Reference Activity The code of the reference activity listed for the service order. If the reference activity has an inspection template, as 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, such as material, labor, or other, listed for the reference activity are added to the cost lines of the service order. Description The description or name of the reference activity. Service Type service type. You can define Issue and Receipt warehouse order type for a service type in the Service Types (tsmdm0130m000) session. When a warehouse order is created for a service order activity, LN selects WarehouseOrder Typefor Issue or WarehouseOrder Typefor Receipt defined for the service type. Note If Warehousing Order Type is not defined for the service type linked to service order activity, LN selects the WarehouseOrder Typefor Issue or WarehouseOrder Typefor Receipt of service type linked to Service Order Header. Note Incase Issue and Receipt warehouse order type for the service type is not defined, LN selects the default Warehousing Order Type defined in Default Order Types by Origin (whinh0120m000) session. Description The description of the service type. 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. Coverage Type The code of the service order activity's coverage type. Description The name or description of the coverage type. Installation Group The Installation group to which the item on which the service order activity is carried out belongs. Installation Group 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. 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 all the material lines 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. Item The item on which the service order activity is carried out. Serial Number The serial number of the item on which the activity is carried out. Downtime Ratio The activity's downtime ratio. Default value The downtime ratio specified for the reference activity in the Reference Activities (tsacm1101m000) details session. 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. 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. 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 prior to the Earliest Start Time 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. Appointment If this check box is selected, an appointment to carry out the service order activity for the sold-to business partner (customer) has been made. Related topics To define appointments for service orders Coverage Time The coverage time for the activity used in case of contract, quotation or warranty coverages. Call The call from which the service order is originated. Problem The problem code. Description The description or name of the code. 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 Activity Duration. Determine The unit used to express the activity's duration. 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. Note If the Pricing Method field is set to Fixed Activity Price, a record is created in Service Order Fixed Prices (tssoc2115m000) session. Allowed values Pricing Method 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. Project The code that uniquely identifies the project to which the service order/service order activity line is linked. 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 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. 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 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 a 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. 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 by 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 Slash Character Purchase Order/ Line Slash Character Recalculate Activity Duration Sums up the reference activity duration specified in the configuration lines and updates the Duration field on the Service Order Quotation header. Set Activity to Completed Use this option to change the status of the service order activity to Completed. Set Activity to Costed Use this option to change the status of the service order activity to Costed. Determine Start If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration and availability by calendars. The calendars are selected from the serialized items, if specified, or from the Installation group. If no calendars are defined for the durations, ERP displays an error message. If the planned end date is not calculated, no activities are planned. Determine Finish If you use this option and you enter the planned start date, the planned finish date is calculated forwards by means of activity duration and availability by calendars. The calendars are selected from the serialized items, if specified, or 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. Generate Call Use this option to generate a call that originates from this Service Order Activity. 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.