Service Order Actual Material Costs (tssoc2121m000)

Use this session to create, view, and maintain the actual material costs of a service order.

You can only add or maintain cost lines in this session if the service order status is Released.

Note

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

Note

Infor LN copies cost lines added to the Service Order Estimated Material Costs (tssoc2120m000) session to the Service Order Actual Material Costs session.

Note

When you use the reference activities, Infor LN copies the material required data to service order.

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.

 

Service Order

The code of the service order for which the actual 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 used to distinguish the cost line from the other cost lines listed in this session.

Activity Line Number

If the cost line is specified for one of the service order's activities, in this field, you can specify the activity's line number.

Item

The code of the item required for the service order.

Note
  • The Item Type must be Purchased, Manufactured, or Product.
  • The Item Type Product can be used only if the Item Type Product field can be set to Active in the Implemented Software Components (tccom0100s000) session.
  • The Item Type Purchased and/or Manufactured is used only if the Item Type Product field is set to Inactive in the Implemented Software Components (tccom0100s000) session.
  • You cannot maintain this field if the cost line was copied to this session from the Service Order Estimated Material Costs (tssoc2120m000) session.
  • If you change the item code, Infor LN updates the Cost Component field, Delivery Type field, and Sales Quantity Unit field with new defaults.
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.
Delivery Type

The method by which the required materials are delivered.

Allowed values

Delivery Type

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 pegging type. Infor LN allocates the inventory for a specific demand. Infor 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 Purchase Order

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 line must be allocated and/or hard pegged to the sold-to BP.

Description

The description of the business partner.

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. Infor LN can use the inventory only for an order with the 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 Infor LN uses the field to record an internal reference.
  • Customer Reference Based Infor 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

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

  1. Allocated inventory
  2. Unallocated inventory
Business Partner of Inventory

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 items are allocated and delivered.

Description

The name of the warehouse from which the Infor LN allocates and delivers the items.

Allocated to Quantity

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

Allocated to Quantity

The inventory that is allocated in the warehouse, measured in inventory unit. Infor LN calculates the quantity based on the unit specified in the Items (tcibd0501m000) session.

Note

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

Actual Quantity

The actual quantity of the material that is issued or received for a service order.

Note

When the material is issued or received in Warehousing or Purchase Control, Infor LN defaults that quantity in this field.

Sales Quantity Unit

The unit in which the Actual Quantity is expressed.

Note
  • This unit is also used to express the following quantities:
    • Required Quantity
    • Subsequent Delivery Quantity
  • In the estimated phase, this value is defaulted from the Estimated Sales Quantity Unit field.
  • To avoid the rounding issues, Infor LN converts this value to the inventory unit if:
    • This value is different from the item inventory unit.
    • The issued or the received quantity is less than the required quantity.
Demand 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 pegged 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, measured in the inventory unit. Infor LN calculates the quantity based on the unit specified in the Items (tcibd0501m000) session.

Note

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

Inventory Units

The unit in which the quantity is expressed.

Note

This value is defaulted from the Inventory Unit field in the Items (tcibd0501m000) session and is used to express the Issued Quantity and the Actual Quantity In Inventory Unit.

Unallocated Quantity

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

Unallocated Quantity

The inventory of the item available in the warehouse that can be allocated to service order, measured in inventory unit. Infor LN calculates the quantity based on the unit specified in the Items (tcibd0501m000) session.

Note

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

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.

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 cost line is created based on the planned activity.
    • the Items - Service (tsmdm2100m000) session, if the material cost line is manually created.
  • You can set this field to Company Owned if:
    • the serialized item used is company owned and
    • the Delivery Type 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
  • Infor LN defaults this value to Company Owned if the Return unconsumed Items to Warehouse check box is selected. You cannot modify this value.
Engineering Item Revision

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

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.

Related Line

The cost line number (of the service order) for which the excess material (items) is returned. The non-consumed quantity for a material cost line is the Issued Quantity minus the Actual Quantity In Inventory Unit.

Note
  • This field is enabled only if:
    • The cost line's delivery type is To Warehouse or To Warehouse by Transport.
    • The order status or activity status is Released.
    • The return material is not yet received.
  • The application generates the return deliveries for the non-consumed items when the order Status is set to Completed for the material lines with the Delivery Type selected in the Generate Return Deliveries for unconsumed Items group box in the Service Order Parameters (tssoc0100m000) session.
  • You can only select the cost line for which the material has been shipped.
  • Return deliveries for the non-consumed items can be added manually when the order Status is set to Released. On the return delivery line the To Be Delivered Quantity is defaulted with the non-consumed quantity of the delivery line.
Replacement For

If the serialized item is a replacement for another serialized item, in this field enter the line number (in the service order) of the serialized item it replaces.

Note
  • You can only replace serialized items that are already listed in this session and whose delivery type is To Warehouse, or To Warehouse by Transport.
  • If the serialized item you replace is part of a physical breakdown, Infor LN updates the physical breakdown with the new item when you click the update physical breakdown button in the details session (only possible if the service order's status is set to Costed).
  • You can only maintain this field if the item's delivery type is From Warehouse, From Warehouse by Transport, From Service Kit, From Warehouse in Car, or By Purchase Order
Project

The code of the project to which the material cost line is pegged.

Note
  • This field is displayed only if the Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • This field is applicable if the service order is project pegged and the project specified on the service order header is a TP Project.
  • This value is defaulted from the service order header/activity.
  • You must specify this value if the Mandatory Project Peg check box is selected in the Items (tcibd0501m000) session for the item specified on the material line.
  • You can specify a project:
    • That is not linked to a TP contract and invoicing through sales is allowed.
    • For which the status is set to Active.
    • That is not a PCS Project.
Description

The description or name of the code.

Element

The code of the element linked to the Project.

Note
  • This field is displayed only if:
    • The Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
    • The Element check box is selected in the Project Parameters (tppdm0100s000) session.
  • This field is applicable only if:
    • The Project is specified.
    • Project Element is applicable for Project (TP check)
  • This value is defaulted from the Costing Breaks - Service Material (tppdm3103m000) session if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. This value is defaulted from the service order/activity if the Costing Breaks check box is cleared in the Implemented Software Components (tccom0100s000) session or if a value is not specified in the Costing Breaks - Service Material (tppdm3103m000) session.
  • This value must be specified if in the Items (tcibd0501m000) session:
    • The Mandatory Project Peg check box is selected for the item specified on the service order material line.
    • The Inherit Project Peg check box is selected and the Project Peg is maintained on the service order header/activity.
Description

The description or name of the code.

Activity

The code of the activity linked to the Project.

Note
  • This field is displayed only if:
    • The Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
    • The Activity check box is selected in the Project Parameters (tppdm0100s000) session.
  • This field is applicable only if:
    • The Project is specified.
    • Project Activity is applicable for Project (TP check)
  • This value is defaulted from the Costing Breaks - Service Material (tppdm3103m000) session if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. This value is defaulted from the service order/activity if the Costing Breaks check box is cleared in the Implemented Software Components (tccom0100s000) session or if a value is not specified in the Costing Breaks - Service Material (tppdm3103m000) session.
  • This value must be specified if in the Items (tcibd0501m000) session:
    • The Mandatory Project Peg check box is selected for the item specified on the service order material line.
    • The Inherit Project Peg check box is selected and the Project Peg is maintained on the service order header/activity.
Description

The description or name of the code.

Project Peg Origin

The origin of the project peg.

Allowed values

Project Peg Origin

Note
  • This field is displayed only if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This field is applicable only if the service order is project pegged.
  • By default, this field is set to:
    • Costing Break, when the project peg is defaulted from the Costing Breaks - Service Material (tppdm3103m000) session.
    • Top Demand, when the project peg is defaulted from the service order header or the service contract linked to the service order.
    • Not Applicable, when the project peg or the costing breaks is not applicable.
Project Pegged Inventory

Indicates if the item must be linked from the project pegged inventory.

Note
  • This field is displayed only if the Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • This field is applicable only if the service order is project pegged.
  • By default, this check box is cleared. LN selects this check box only when the material is project pegged.
Warehouse

The warehouse from which the item is delivered.

Default value

If the cost line's delivery type is:

  • From Warehouse
  • From Service Kit
  • By Field Purchase
  • 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 Purchase Order.

No warehouse can be specified because warehouse orders have been issued (partially).

Note

You cannot maintain this field if the ActualQuantity field is filled.

Shipping Address

The ship-to business partner's address code.

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.

Cost Component

The cost line's cost component.

Default value

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

Lot Selection

If the cost line's item is a lot item, in this field, you can select the item's delivery conditions.

Note

You can only maintain this field if all the following conditions are met:

  • The Lot Tracking check box in the Items - Warehousing (whwmd4500m000) session is selected for the cost line's item.
  • The delivery type is From Warehouse, From Warehouse in Car, From Warehouse by Transport, or From Service Kit.
  • The actual quantity is 0.

Related topics

Lot

The lot code that is used for material deliveries of the cost line's item (when subject to lot control).

Note

You can only maintain this field if the Lot Selection field is set to Specific.

Required Quantity

The quantity of the item that will be delivered.

Note

If this field is filled, and the delivery type is From Warehouse, From Warehouse in Car, From Warehouse by Transport, To Warehouse, or To Warehouse by Transport, after you save the cost line, the issue procedure in Warehousing is triggered.

Subsequent Delivery Quantity

The quantity of the item still to be delivered as backorder.

Estimated

The actual quantity of the material used to implement the service order.

Estimated Sales Quantity Unit

The unit in which the Estimated is expressed.

Actual Quantity In Inventory Unit

The actual quantity expressed in the item's invoice unit.

Note

You select the item's invoice unit in the Items (tcibd0501m000) session.

Planned Delivery Time

The date on which the non-used materials are expected back in the warehouse.

Note
  • You can only maintain this field if the cost line's delivery type is To Warehouse or To Warehouse by Transport.
  • If the delivery type is Supplier Direct Delivery, the planned delivery time indicates the date on which the goods are planned to be loaded at the supplier.
  • If the delivery type is Supplier Direct Return, the planned delivery time indicates the date on which the goods are planned to be loaded at the customer.
Return Reason

The reason for a material return delivery.

Note

You can only maintain this field if the following conditions are met:

  • The delivery type is To Warehouse or To Warehouse by Transport.
  • The cost line status is Free.
  • The order status or the activity status is Released.
Coverage Time

In case of contract, quotation, or warranty coverages, the date and time from which these coverages apply to the service order.

Sales Price

The sales price for one of the item's sales unit.

Default value

The sales price is determined by the value you specify in the Sales Prices Search Method field in the General Service Parameters (tsmdm0100m000) session.

Note

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

Actual Unit Cost

The actual unit cost of an issued item, specified in the Item - Costing (ticpr0107m000) session.

Note

Infor LN updates this field after the item is issued from Warehousing.

Total CostAmount

This field displays the total cost amount for the cost line, determined by the equation:

actual quantity * unit cost
Sales Amounts
Repair Warranty

If this check box is selected, the cost line is covered by a repair warranty.

Default value

  • If a repair warranty service type is specified - either automatically or manually - in the service order activity, this check box is selected by default for the cost line.
  • If no active repair warranty coverage is applicable, this check box is cleared and inactive.
Repair Warranty

If the service order activity is covered by an repair warranty and the Repair Warranty check box is selected, the sales amount covered by the repair warranty appears in this field.

Note

If you clear the Repair Warranty check box and save the cost line, this field is set to 0, which skips the repair warranty's coverage of the cost line.

Note

Infor LN provides 100 percent coverage by default. The user has the option to change the coverage amount.

Warranty

If this check box is selected, the cost line is covered by an active warranty.

Default value

  • If an active warranty covers the cost line's item, Installation group, or physical breakdown, by default, this check box is selected.
  • If no active warranty covers the cost line's item, Installation group, or physical breakdown, this check box is cleared and inactive.
Warranty

If the service order activity's item is covered by an active warranty and the Warranty check box is selected, the sales amount covered by the warranty appears here.

Default value

If an active warranty is valid for the item, Infor LN uses the coverage procedure to determine the amount covered.

Note

If you clear the Warranty check box and save the cost line, this field is set to 0, which skips the warranty's coverage of the cost line.

Related topics

Contract

If this check box is selected, the cost line is covered by an active contract.

Default value

  • If an active contract covers the cost line's item, Installation group, or physical breakdown, by default, this check box is selected.
  • If no active contract covers the cost line's item, Installation group, or physical breakdown, this check box is cleared and inactive.
Contract

The sales amount covered by the service contract.

Quotation

If this check box is selected, the cost line is covered by a quotation.

Quote

If the service order is generated from a service-order quotation to which terms are linked, and the Quotation check box is selected, this field displays the sales amount that is covered by the service-order's quotation.

Default value

For service orders generated form a service order quotation, Infor LN uses the coverage procedure to determine the amount covered.

Note

If you clear the Quotation check box and you save the cost line, this field is set to 0, which skips the service-order quotation's coverage of the cost line.

Related topics

Field Change Order

If the service order is generated from a field change order (FCO), this field displays the sales amount that is covered by the FCO.

Note

All costs of service orders generated from an FCO are covered (the invoice amount is zero). To invoice the customer for an FCO generated cost line, enter a negative value in the Sales AmountGoodwill field.

Sales AmountGoodwill

The amount that is exempted for the customer. This amount cannot be classified by the coverage amounts such as repair warranty, warranty, contract, quotation, or FCO. If negative, Infor LN adds the amount to the Net SalesAmount of the cost line.

Note

This amount is posted to Financials as other costs.

Invoice SalesAmount

The cost line's invoiceable sales amount, as determined by the following equation:

Total SalesAmount- Warranty - Contract - Quotation - FCO - Other Costs

Note
  • If you carry out the coverage procedure, this field is filled automatically.
  • If you change the value in this field, Infor LN changes the value in the Sales AmountGoodwill field to satisfy the above equation.
Cost Amounts
Repair Warranty

The cost amount covered by the repair warranty.

Warranty

If the activity's item on the service order is covered by an active warranty and the Warranty check box is selected, this field displays the cost amount that is covered by the warranty.

Note
  • If the coverage procedure is carried out, this field is automatically filled.
  • If you clear the Warranty check box and save the cost line, this field is set to 0, which skips the warranty coverage.

Related topics

Contract

If the Installation group on the service order is covered by a service contract and the Contract check box is selected, this field displays the cost amount that is covered by the service contract.

Note

If you clear the Contract check box and save the cost line, this field is set to 0, which skips the service contract's coverage of the cost line.

Related topics

Quotation

If the service order is generated from a service-order quotation to which terms are linked, and the Quotation check box is selected, this field displays the cost amount that is covered by the service-order quotation.

Note

If you clear the Quotation check box and save the cost line, this field is set to 0 which skips the service order quotation coverage for the cost line.

Related topics

Cost Amount Field Change Orders

If the service order is generated from a field change order (FCO), this field displays the cost amount that is covered by the FCO.

Cost AmountGoodwill

The cost amount that is exempted from invoicing. This amount cannot be covered by the coverage amounts such as warranty, contract, quotation, or FCO.

Infor LN calculates this amount using the following equation:

Sales Amount Goodwill / Total Sales Amount = Cost Amount Goodwill / Total Cost Amount 
Note
  • This amount is posted to Financials as other costs.
  • Infor LN populates this field if the coverage procedure is executed.
Invoicing

The cost line's invoiceable cost amount, as determined by the following equation:

Total CostAmount- Warranty - Contract - Quotation - FCO - Other Costs

Note
  • If you carry out the coverage procedure, this field is filled automatically.
  • If you change the value in this field, LN changes the value in the Sales AmountGoodwill field to satisfy the above equation.
Tax Classification

An attribute of order header and order lines that you can use to define tax exceptions for the transactions. Infor LN retrieves the default tax classification from the invoice-from and invoice-to business partners.

Important!

You can, for example, use the tax classification to indicate the following:

  • Payment to an invoice-to business partner is subject to withholding tax and social contributions.
  • Business partners that have the same tax aspects for your company, for example, subcontractors or agents, must be grouped.
  • Tax must be paid in the country other than the sales office or service office’s home country.
Tax Classification

The description or name of the code.

Tax Exemption Certificate

The tax exemption certificate number.

Tax Exemption Reason

The reason why the sold-to business partner or your company is exempt from sales tax.

You can link a text to the reason code for a purchase tax exemption for a tax code and country combination in the Tax Exemptions for Purchase (tcmcs1560m000) session. Infor LN prints the text on orders and invoices. You can link several tax exempt reasons, each with a unique text, to a single tax code by country combination.

If you use a tax provider, you must define tax exemption reasons. Infor LN prints the exempt reasons on the sales invoices.

Related Subcontracting Line

The subcontracting other cost line to which the material cost line is linked.

Note
  • This field is visible only if the Subcontracting with Material Flow check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This field is enabled if for the related Activity Line Number in the Service Order Activities (tssoc2110m000) session:
    • The Subcontracted check box is selected.
    • The Supply Material to Subcontractor check box is selected.
  • You must specify this value if there are more than one subcontracting other cost lines for the related service order activity.
Discount Percentage

The percentage discounted from the value in the cost line's Net SalesAmount. If you enter a value in this field, Infor LN calculates the discount in the sales currency and displays the amount in the Total Discount Amount field.

Note
  • You can only maintain this field if the order status or activity status is Released or Completed, and the cost line status is Free.
  • The value in this field is not included when you post the cost line to Financials, therefore, the discount becomes untraceable. If you want your discount to be traceable in Financials, use the Sales AmountGoodwill field rather than this field.
  • Infor LN sets the value of this field to zero if the Ownership field is set to Customer Owned.
Discount Policy

The policy for the discount amount.

Allowed values

Discount Policy

Multilevel Discounts

If this check box is selected, multiple discount levels can be used to retrieve discounts. If this check box is cleared, only one discount level is used to retrieve discounts.

Total SalesAmount

The total sales amount of the cost line.

Total Discount Amount

The total discount amount.

Discount Amount

The discount amount expressed in the sales currency.

Note
  • This field is displayed only if the Use Coverage Calculation for Estimates check box is selected in:
    • The Service Order Parameters (tssoc0100m000) session.
    • The Service Orders (tssoc2100m000) session.
  • This field is enabled only if the value in the Sales Price field is not zero.
  • The discount amount that is discounted from the invoice is displayed, if you specify a value in the Discount Percentage field.
  • You can specify the discount amount that is discounted from the invoice, if a value is not specified in the Discount Percentage field.
  • Infor LN sets the value of this field to zero if the Ownership field is set to Customer Owned.
Discount Origin

The origin for the discount amount.

Allowed values

Discount Origin

Note

This field is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) session.

Net SalesAmount

The amount that the customer will be invoiced for the cost line.

Estimated Cost Line

Indicates if the cost line is created in the estimated phase.

Print on Invoice

The print options for the cost line when the invoice amount is zero.

Note
  • This field is set to No Invoice if the Ownership field is set to Customer Owned.
  • When the field is set to No Invoice, Invoice costs are considered as goodwill
  • If the field is set to 'No Invoice' after the line is costed, the available invoice line in Invoicing is deleted.

Allowed values

Print on Invoice

Last Transaction Date Actual Cost Line

The time at which the cost line's data was last changed.

Sales Invoice Document Number

The sales invoice.

Sales Invoice Transaction Type

Type of invoice sent to customer related to field purchase.

Sales Invoice Date

The date and time of the sales invoice.

Sales Invoice Company

Financial company of invoice sent to customer related to field purchase.

Sales Invoice Posting Date

The date on which the cost line’s invoice is posted from the Invoicing module in Invoicing to the General Ledger module in Financials.

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, Infor LN determines the defaults for the tax country and the tax code.

TaxCountry

The tax country that applies to the cost line.

Tax Code

The tax code that applies to the cost line.

Document

Document related to field purchase.

Transaction Type

Type of invoice sent to customer related to field purchase.

Line

Line related to field purchase.

Sequence

This field is filled when the cost line is booked from Finance from the Transactions (tfgld1101m000) session.

Use Residual Value

If this check box is selected, Infor LN 10.2.1 consider the residual value.

Residual Value

The value at which the service company prices the item in the inventory.

Purchase Amount

The currency used to express the cost values.

Default value

Your company's home currency.

Unit

The unit in which the quantity is expressed.

Customs Value

The value used to determine VAT amount during import/export of goods.

Sales Price

The currency used to express sales values.

Default value

The service order's currency.

Generate Freight Order

If this check box is selected, Infor 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.

Freight Order Present

The checkbox is selected when the freight order has been generated for the service order material line. This field is a display field.

Route

Route defined for the ship-to business partner.

Route

The description or name of the code.

Carrier/LSP

The carrier defined for the ship-to business partner that is the organization that provides transport service.

Carrier

The description or name of the code.

Carrier Binding

If this check box is selected, Infor LN prevents the load building engine from overwriting the carrier you selected for a given freight order line.

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.

Actual Delivery Time

The actual issue, receipt or load date.

Planned Receipt Time

Indicates the planned receipt date and time of the goods at the destination.

Note

If the delivery type is Supplier Direct Delivery, the planned receipt time indicates the date on which the goods are planned to be unloaded at the customer.

Note

If the delivery type is Supplier Direct Return, the planned receipt time indicates the date on which the goods are planned to be unloaded at the supplier.

Note

Infor LN sends this date and time to the Purchase module, which in turn sends this information as the Planned Unload Time to Freight Management. This field is currently available for Supplier Direct Delivery and Supplier Direct Return delivery types only.

Actual Receipt Time

Indicates the actual receipt date and time of the goods at the destination.

Note

This time is updated by Freight Management and can be used to measure performance by comparing with the Planned Receipt Time.

Invoice for Freight

Select one of the options to invoice freight cost to the customer.

The following options are available:

  • By Service: Service invoices freight costs to the customer.
  • By Freight Management: Freight Management invoices freight costs to the customer.
  • Not Applicable: Service ignores the actual freight costs.
Freight Amount

The calculated freight amount retrieved from a carrier rate book or client rate book in Pricing Control module.

Freight Amount Binding

If this check box is selected, Infor LN Freight Management cannot modify the freight amount.

Generate Freight Order for Returns

You can generate a supplier direct return line automatically for a supplier direct delivery, when you complete the order or activity.

If this check box is selected, the Generate Freight Order checkbox on the automatically generated Supplier Direct Return line is also selected.

Copy Freight Invoicing Information to Direct Return Line

If this check box is selected, Infor LN copies the freight invoicing details from the Supplier Direct Delivery line to supplier direct return line.

Financial Company

Financial company of invoice sent to customer related to field purchase.

Service Kit

The service kit from which the materials are delivered. This field is enabled if the status of the order or activity is Released or Completed.

Note

This field can only be filled if the delivery type is From Service Kit.

Return unconsumed Items Direct to Supplier

You must select the checkbox to indicate if the quantity returned on the Supplier Direct Delivery material line must reach the supplier or reach the service company warehouse.

If this check box is selected, a Supplier Direct Return line is created.

If the checkbox is deselected, a To Warehouse line is created. The actual warehouse field is enabled to create the To Warehouse line.

Note

The checkbox is enabled when the actual quantity is less than the issued quantity.

Return unconsumed Items to Warehouse

If this check box is selected, a material line is created for material that must be returned to the warehouse.

Note
  • When you create a material line with an appropriate delivery type, Infor LN defaults the value from the Items - Service (tsmdm2100m000) session.
  • This field is enabled only if Delivery Type is set to To Warehouse or To Warehouse by Transport.
Price Origin

The origin of the sales price.

Note

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

Allowed values

Price Origin

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 actual 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.

Related topics

Description

The description or name of the code.

Delivery Code

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

 

Lot and Serial Set

Starts the Lot and Serial Set (tcibd4111m000) session wherein you can enter lot details when the Lots in Inventory checkbox is cleared, and the Register Lot Issue in Service & Maintenance field is set to Yes, in the Item - Warehousing (whwmd4100s000). You can only view the lot details when the Register Lot Issue in Service & Maintenance field is set to No.

The button is enabled only when the item is lot controlled.

Note

You can enter the lot details till the status of the order is less than Costed.

Set Line to Costed

Use this option to change the status of the service order cost line to Costed.

Print Service Orders

Prints the service orders.

Generate Serial Number

Click to generate a serial number.

Configuration Tree

Use this option to view the list of Installation groups for a particular Sold-to-BP represented in the graphical form.

Calculate

Calculates the planned delivery time.

Calculate

Calculates the planned receipt time.

Recalculate Cost Line Price

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

Transfer to Supplier Claim

Transfer the service order actual material cost lines to the Supplier Claim Requests (tscmm1114m000) session. The form command is enabled only if one or more lines is marked and if one of the marked lines is Costed. During the process a message will be given for all the lines that cannot be transferred.

Supplier Claim Requests

Starts the Supplier Claim Requests (tscmm1114m000) sessions. The form command is enabled only if at least one Supplier Claim Request exist for the Service Order.

Process Return Deliveries

Generates return delivery lines for the non-consumed material and the repairable items, when the order is released.

This option generates the return deliveries for non-consumed Items when the order status is set to Released. The non-consumed quantity for a material cost line is the Issued Quantity minus the Actual Quantity In Inventory Unit. On the return delivery line, the Item-data (Item, Serial and Ownership) is defaulted from the delivery line. The Required Quantity is defaulted with the Non-consumed quantity of the delivery line. The Non-consumed quantity on the delivery line can be modified by adjusting the Actual Quantity In Inventory Unit.