Release Service Orders (tssoc2200m000)

Use this session to release a group or a batch of service orders with Free or Planned statuses only when the Ready for Release option is selected in the Service Order header. The default option of this checkbox is Yes. An activity must have either one or more engineers assigned to it or a header engineer for the service order to be released.

Note

The range fields are displayed in the session only when you do not select any record(s) in the Service Orders (tssoc2100m000) session.

 

Service Department
The From and To fields define a range of: service departments for which the service orders must be released.
Service Area
The From and To fields define a range of: service areas for which the service orders must be released.
Service Order
The From and To fields define a range of: service orders which must be released.
Sold-to Business Partner
The From and To fields define a range of: Sold-to Business Partners for whom the service orders must be released.
Preferred Engineer
The From and To fields define a range of: service engineer for whom the service orders must be released.
Project
The From and To fields define a range of: projects for which the service orders must be released.
Service Contract
The From and To fields define a range of: service contracts for which the service orders must be released.
Planned Start Time
The range of the date and time on which the execution of service order is planned to begin.
Planned Finish Time
The range of date and time on which the execution of service order is planned to finish.
Earliest Start Time
The range of the earliest start date and time for the execution of the service orders.
Latest Finish Time
The range of the latest finish date and time for the execution of the service orders.
Check Capacity Availability
If this check box is selected, the order duration is checked. The order duration must be less than or equal to the available hours between the Planned Start time and Planned Finished time. If this check box is cleared, the order duration is not checked.
Check Skill status
If this check box is selected, the skill set of the assigned engineer for each service order selected is checked against the skills required to perform the activity. The sequence and priority of the skills are mentioned in General Service Parameters (tsmdm0100m000) session. This check however, is not hard commited. If this check box is cleared, the skill set is not checked and the service orders are released.
Check Assignments
Indicates if assignments are linked to all the activities.

Default value

By default, this check box is selected.

Note

This check box is visible only if the Assignments are Mandatory check box is not selected in the Service Order Parameters (tssoc0100m000) session.

Check Project Status
If this check box is selected, the project status of the service order is checked. The project status must be Active for the service order to be released. This option is only applicable if the service order is linked to ERP Projects. You can manually link a project to a service order or a service order quotation. If this check box is cleared, the Project Status is not checked and the service orders are released.
Check Inventory Availability
If this check box is selected, the availability of inventory for the material requirement line is checked. If the inventory is insufficient, an error message appears and user can choose to continue with the releasing of the service order. This check however, is not hard commited. If this check box is cleared, the availability of material requirement lines are not checked and the service order is released.
Check Service Kit Allocation
If this check box is selected, the service kit allocated for a material requirement line is checked. If the service kit cannot be allocated for the execution of the service order, then the Release action is terminated. To proceed with the releasing of service orders, irrespective whether the material requirement lines are met, you can delete the unprocessed estimated lines. If this check box is cleared, the availability of service kits are not checked and the service order is released.
Release Orders with Status Free
If this check box is selected, the order with status set to 'Free' and 'Planned' can be released. If this check box is cleared, only order with status set to 'Planned' can be released.
Note

By default, this check box is selected.

Material Availability
Check ATP Inventory
If this check box is selected, the ATP Inventory check is performed.
Note

The ATP check is only performed, if the Order System is set to Planned in the Items - Ordering (tcibd2100m000) session and the Include in Enterprise Planning check box is selected in the Warehouses (tcmcs0103s000) session.

Skip Blocked Inventory
If this check box is selected, the blocked quantity is subtracted from the On Hand quantity during the Planned Inventory check and the On Hand Inventory check.
Note

This field is enabled only if the Check Planned Inventory check box or the Check On Hand Inventory check box is selected.

Check Planned Inventory
If this check box is selected, the Planned Inventory check is performed.
Check On Hand Inventory
If this check box is selected, the On Hand Inventory check is performed.
Scope of Inventory Check
Check if the material is available in the warehouse defined on the Material Line (Current Warehouse Only) or in one of the warehouses in the same cluster as the warehouse defined on the Material Line (All Warehouses in Cluster).
Note

This field is enabled only if the Check Planned Inventory or the Check On Hand Inventory check box is selected.

Allowed values

Scope of Inventory

Planning Times for Shortage
Update Planned Delivery Time of Material Lines
If this check box is selected, the Planned Delivery Time of the Material Lines is updated with the Planned Available Date when Inventory Check Status is set to Supply is late or Shortage in the Service Material Availability (tstdm2520m000) session. When this check box is selected, the performed inventory check (ATP Inventory or Planned Inventory) is recalculated after the update.
Note

This field is enabled only if Check ATP Inventory or Check Planned Inventory is selected.

Update Activities and Orders with Latest Planned Material Line
If this check box is selected, the Planned Start time of the orders and the activities of the related material line, are updated with the latest Planned Delivery time of the material lines..
Synchronize Materials with Latest Planned Material Line
If this check box is selected, the Planned Delivery time of all material lines belonging to the order or activity are updated with the last Planned Delivery time of the material lines.
Process Report
Error Report
Information Report
If this check box is selected, LN displays the error or information message, which are defined in the Infor LN Warehousing.

When you release a service order, warehouse orders get generated in the Infor LN Warehousing. Warehouse orders can be automatically processed. When warehouse orders are processed, LN throws errors or displays messages related to processed warehouse orders. These messages are displayed in the information report.