The number used to identify the service order.
When you create a service order in the details session, you must select a series to assign the service order to. LN then generates a number for the service order.
Service Orders (tssoc2100m000)Use this session to view, maintain, or create service orders. 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:
Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:
Note To select multiple records, hold the CTRL key. 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.
Service Order The number used to identify the service order. When you create a service order in the details session, you must select a series to assign the service order to. LN then generates a number for the service order. 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. Installation Group The installation group for which the service order is created. Note The value in this field is defaulted from the installation group linked to the serialized item. Description The name or description of the Installation group. Item The serialized item for which the service order is created. The Item and the Serial Number field along with the Installation Group field, identify the configuration or installation on which the service work is performed. For more information please refer to Handling Serialized Item during Service Order creation/generation. Note
Serial Number The serial number of the serialized service item. Note
Description The description or name of the code. Department If the service order is for an internal customer, this field displays your company's department that owns the service order's Installation group. Default value The department specified for the Installation group in the Installation Groups (tsbsc1100m000) session. Sold-to Business Partner 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 partners, this field displays the description of the service department that carries out the service order. Note Infor LN uses the following search sequence to default this value from:
Sold-to BP The name of the business partner. Project If you create the service order for a project, in this field, enter the project's code. Note Only PCS projects with status Active can be maintained. In addition, you can only maintain this field if the service order status is Free. In this field, users can also specify projects of type Infor LN Project. Service Department The service department that carries out the service order. Note This value is defaulted from:
Financial Department The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office. Note
Default value
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! For example, you can use the tax classification to indicate the following:
Tax Classification The description or name of the code. Preferred Engineer The service employee preferred to implement the service order. Note
Description The service engineer's name. Service Type The code of the service type. Note
Order Procedure Classifies the nature of the service activities that are required. In Service two procedures are predefined: Normal and Emergency. Default value The order procedure that is linked to the selected service type. Interrupted If this check box is selected, the service order has been temporarily put on hold. Note You can only select this check box if the service order's status is Released. If you clear this check box, Infor LN does not clear the Interruption Reason field, because this interruption reason can be used for information. Interruption Reason The service order's interruption reason. Canceled If this check box is selected, the service order has been cancelled. Note You can cancel service orders in the Cancel Service Order (tssoc2204m000) session. Cancel Date The date on which the service order was cancelled. Note You can cancel service orders in the Cancel Service Order (tssoc2204m000) session. Blocked If this check box is selected, the service order is blocked. Note You can specify blocking reasons in the Service Order Parameters (tssoc0100m000) session. If you select any blocking reasons, LN performs blocking checks on the service order each time you attempt to change the order's status. Cancel Reason The reason why the service order was canceled. Note The reason that appears in this field is the reason the user specifies in the Cancel Service Order (tssoc2204m000) session at service order cancellation. Cancel Text If this check box is selected, a text is present. Note The user enters this text in the Cancel Service Order (tssoc2204m000) session at service order cancellation. Order Text If this check box is selected, a text is present. Order Date The date and time at which the service order was entered in Infor LN. Last Updated The date and time at which the service order's details were last modified. Order Duration The time required to carry out the service order, which is the duration of all the related service-order activities.
Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Travel Duration The amount of time the service engineer requires to travel to the location where the service order is to be implemented. Note
Travel Distance The travel distance for the service order. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Planned Start Time The time by which the service order must be started. Note
Planned Finish Time The time when service order is planned to finish. If you add a service order activity with a Planned Finish Time (PFT) that is later than the value you enter in this field, LN updates this field with the value of the activity's PFT. Note
Earliest Start Time The earliest time at which work on the service order is planned to start. This date is used as the planned delivery date for allocating the required materials in a warehouse or as the planned delivery date for items to be purchased. Note
Latest Finish Date The time at which the service order is planned to finish at the latest. Note
Material Issue Constraint The level at which, all the material must be shipped completely. Allowed values Note
Dispatch Time of the service order The time frame within which the service organisation must provide a response to the customer. Actual Travel Start Time The time at which the service engineer departs for the service site to carry out the service order. Note You can only maintain this field if the order status is Released. Actual Start Time The actual time at which the service engineer starts work on the service order. Note You can only maintain this field if the order status is Released. Actual Finish Time The actual time at which the service engineer completes work on the service order. Note You can only maintain this field if the order status is Released. Coverage Time For contract, quotation, or warranty coverages, the date and time as of which these coverages apply to the service order. Sold-to Address The address code of the sold-to business partner. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Address The address of the business partner. Sold-to Contact The sold-to business partner's contact. Note This value is defaulted based on the Sold-to Business Partner, Installation Group, Item and Serial Number. First Invoice Reference Any further reference information about the business partner that you want to include with the service order. Note You can only maintain this field if the sold-to BP field is filled, and if the order status is Free or Planned. This field is available in the Released or Completed statuses if no actual cost lines are present for the order. Second Invoice Reference Any further reference information about the business partner that you would like to include with the service order. Note You can only maintain this field if the sold-to BP field is filled, and the order status is Free or Planned. This field is available in the Released or Completed statuses if no cost lines are present for the order. Sales Representative The employee responsible for the service order. Line of Business A group of customers, suppliers, or employees that work in the same business sector. Lines of business can be used as selection criteria when generating reports or inquiries of statistical and historical data. Default value The line of business specified for the sold-to business partner in the Sold-to Business Partners (tccom4510m000) session. Note You can only maintain this field if the order status is Free or Planned and if the Sold-to Business Partner field is filled. Sales Area Areas. Note This value is defaulted from the Sold-to Business Partners (tccom4510m000) session. Sales Price List The code of the price list linked to the business partner and used to determine the service order's sales price. Default value The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session. Coverage Contract If an active service contract covers the service order's Installation group, the contract number appears in this field. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Service Order Quotation If the service order is created from a transferred service quotation order, the service order quotation's number appears in this field. Route The route entered on the originating order. The default value is taken from the freight order header. Carrier/LSP The carrier that is to receives the goods on the current freight order line. The value in this field is taken from the freight order header. The carrier that you enter in this field is overruled if the load building engine finds other carriers that offer lower prices and/or provide a better planning scope. If you do not enter a carrier in this field, the load building engine selects a carrier. If the carrier entered in this field is not to be overruled by the load building engine, select the Carrier Binding check box. Ship Materials To The address type used as the shipping address for the material cost line related to the order. Note
Allowed values Ship-to Business Partner The ship-to business partner who receives the service order's material requirements. Ship-to Address The ship-to business partner's address code. Ship-to Contact The ship-to business partner's contact. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session. Delivery Terms The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session. This field is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between supplier and customer.
Description The description or name of the code. Point of Title Passage The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session. The point of title passage is the point of location at which the transition of responsibility of a consignment transfers from the supplier to the customer. In Service, the transfer is from the service company to the customer.
Description The description or name of the code. Location Address The address code of the location at which materials must be received by the ship-to business partner. Note Infor LN uses the following search sequence to default the address linked to:
Country The country in which the above address is located. Coverage Type The service order's coverage type. Service Area The code of the service area in which the service order is carried out. Note This value is defaulted from:
Note You can only maintain this field if:
This field is available in the Released or Completed statuses if no actual cost lines are present for the order. Service Car The service car the service engineer uses to drive to the service site. Default value The service car related to the service employee. If a service engineer is related to the service order when you run the Service Order Resource Planning (tssoc2260m000) session, this field is filled by default. Note
Blank Order Sheet If the service engineer uses prenumbered blank sheets to record the service order's cost specifications, in this field, you must specify the number of the sheet on which the service engineer records the service order's cost. Note You can only maintain this field if the order status is Released. Invoice-to Business Partner The service order's invoice-to business partner. Invoice-to Address The invoice-to business partner's address code. Invoice-to Contact The invoice-to business partner's contact. Default value The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session. Sales Type Users can maintain separate accounts based on sales type. Description The description of the sales type. Payment Terms The payment terms used to invoice the business partner for the service order costs. Default value The payment terms assigned to the business partner in the Invoice-to Business Partners (tccom4512m000) session. Late Payment Surcharge The code of the late payment surcharge that applies to the service order's costs. Payment Method Note This value is defaulted from the Invoice-to Business Partners (tccom4512m000) session. Total Invoice If this check box is selected, and you change the service order status to Costed, LN posts all actual cost lines to Invoicing simultaneously. Default value Selected. If this check box is cleared, the actual cost lines can be separately approved and posted to Invoicing. You can use this setting if, for example, a service order takes a long time to finish and accelerated invoicing is required. You can also post the actual cost lines to Invoicing if you change the service order status or the service-order activity status to Costed. Note
Invoice Text If this check box is selected, a text is present. VAT Based On If this check box is selected, VAT calculation is based on goods or services. Allowed values Note LN determines the defaults for the tax country and the tax code based on the option you choose. Currency The currency used to express the service order's costs. Default value The invoice-to business partner's currency. Exchange Rate Type The exchange rate type to which the currency belongs. Exchange rate type is a method used to group currency exchange rates. You can assign currency exchanges to various invoices, to business partners, and/or to numerous types of transactions, such as Purchase Sales and so on. Rate Determiner The method used to fix the currency rates for a service order's costs when the rates are expressed in a currency other than your company's home currency. Rate/Rate Factor The defined currency rate. Pay-by Business Partner The pay-by business partner who pays the costs of the service order. Contact The code of the pay-by business partner's contact. Default value The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) details session. Pricing Contract The contract linked to the service order line for which contract price is defined. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) 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. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Pricing Method The pricing method used to invoice the service order. Allowed values Note If the Pricing Method field is set to Fixed Order Price, a record is created in Service Order Fixed Prices (tssoc2115m000) session. This field is derived if:
Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Use Coverage Calculation for Estimates Indicates that you can maintain the cost and sales amounts for the estimated cost lines that Infor LN creates for the service order cost lines, linked to the selected service order. Note This value is defaulted from the Service Order Parameters (tssoc0100m000) session, when a service order is created. You cannot modify this setting. Estimated Sales Price The estimated sales price for the service order, before the order is Released. Note
Estimated Order Amount The total sales amount of the header, all activities and all estimated cost lines. This price is expressed in the currency specified in the Currency field. Material Inventory Check Status The overall inventory status for all the material lines belonging to the order. Allowed values ATP Inventory Available Indicates if the inventory for all the material lines belonging to the order is available, calculated by the ATP check. Available Date Latest ATP Date for all the material lines belonging to the order. Checked On Date Latest ATP Check On Date for all the material lines belonging to the order. Planned Inventory Available Indicates if the inventory for all the material lines belonging to the order is available, calculated by the Planned inventory check. Available Date Latest Planned Available Date for all the material lines belonging to the order. Checked On Date Latest Planned Check On Date for all the material lines belonging to the order. On Hand Inventory Available Indicates if the inventory for all the material lines belonging to the order 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 order. Actual Order Amount The total sales amount of the header, all activities and all actual cost lines. This price is expressed in the currency specified in the Currency field. Price Origin The origin from which the sales price is retrieved. Allowed values Default value Not Applicable Sales Price The sales price for the Service Order. This price is expressed in the currency specified in the Currency field. Note
Master Routing The master routing used to determine the fixed order price for the service order. Note
Description The description or name of the code. Routing Option The routing option used to determine the fixed order price for the service order. Note
Serialized Item Warranty The code of the serialized item warranty linked to the service order. Warranty Type The type of warranty applicable for the cost lines linked to the service order activity. Allowed values Note
Warranty The warranty applicable to the cost lines of the service order activity. Note
Description The description or name of the code. Pricing Contract Line Contract configuration line linked to the service order line for which contract price is defined. This is a display field. Note Infor LN defaults this value from the serialized item or installation group, based on the following search criteria:
You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session. Description The description or name of the code. Contract Ignored If this check box is selected/cleared, the following are the possible scenarios:
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. Travel Planning Method The method that indicates whether the travel planning is based on service order header or service order activity line. Allowed values Note If this field is set to Not Applicable, the value is defaulted from the Service Types (tsmdm0130m000) session. If this field is set to a value other than Not Applicable, the value is defaulted from the Service Order Parameters (tssoc0100m000)
Generate Generates a new serial number for the serialized item. View Details Starts the service order details session. Insert in Details Creates a new service order. Hours Accounting Use this option to maintain hours accounting for the service order. Blocking Reasons If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the Installation group. If no calendars are defined for the relevant durations, an error message is given. If the planned end date is not calculated, no activities are planned. Plan Use this option to run Global SRP on the Service Order. Release Use this option to change the status of the service order from Free to Released. The service order activities you select are released independent of the header status, which can be Free or Planned. The status of the service activities that are not selected for release remain unchanged. Complete Use this option to change the status of a service order from Released to Completed. Cost Use this option to calculate the cost for the service order. Issue Inventory Issues stock from the warehouse. Propagate Tax Settings Creates or restores uniform tax settings. Print Draft Invoice Use this option to print the draft invoice before service order is invoiced. This option is enabled if:
Note
View Tree Shows the service order and its associated service order activities in a graphical manner. Installation Group Shows the Installation group for which the service order is created. Calculate If you use this option and you enter the planned end date, the planned start date is calculated backwards by activity duration, travel duration, and availability by calendars. The calendars are selected from the serialized items, if specified, otherwise from the Installation group. If no calendars are defined for the durations concerned, an error message appears. 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, travel 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 specified durations, an error message appears. If the planned start date is not calculated, no activities are planned. Link / Unlink Contract Allows the user to link or unlink the service contract with the pricing terms.
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