General Service Parameters (tsmdm0100m000)

This session contains:

  • A history list of parameter sets and their effective dates. The most recent parameter sets are at the end of the list.
  • The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. You can use the Print Service Parameters (tsmdm0400m000) session to print and compare the parameter sets.

To view or change the current parameters, double-click the set without an effective date that appears at the top of the list. The General Service Parameters (tsmdm0100m000) details session starts.

If you make changes and save the new parameter setting, LN performs the following actions:

  • Adds the new set at the end of the history list.
  • Updates the current set (at the top of the list).
Note

By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text.

 

Implemented
Effective Date

The date and time from which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting.

Description

The description of the parameter set. For example, the reason why the previous setting was changed.

Modules
Field Service

If this check box is selected, all applicable fields related to Service Order Control will be available.

Depot Repair

If this check box is selected, all applicable fields related to shop maintenance will be available.

Territory Planning

If this check box is selected, the territory planning functionality is implemented in Infor LN Service.

Note

This check box is enabled only if the Field Service check box is selected.

Customer Claims

If this check box is selected, the customer claim functionality is available in service.

Note

You can uncheck this, only if no open customer claim exists. This means only Customer Claims exist with the Status set to Closed, Rejected or Canceled in Customer Claims (tscmm1100m000) session.

Supplier Claims

If this check box is selected, the supplier claim functionality is available in service.

Note

You can uncheck this, only if no open supplier claim exists. This means only Supplier Claims exist with the Status set to Closed, Rejected or Canceled in Supplier Claims (tscmm2100m000) session.

Subcontract Management

If this check box is selected, subcontract management is used in service.

Preventive Maintenance

If this check box is selected, preventive maintenance is used in service.

Inspections

If this check box is selected,, measurements and counters are used.

Installation Groups

If this check box is selected, installation groups are used in Service.

Concepts
Service Areas

If this check box is selected, the service area and related functions are used in Service.

Note

You can only define data related to the use of service areas, if this check box is selected.

The related functions are:

  • Service employees that are linked to service areas.
  • Service and maintenance items that are linked to service areas.
  • Subservice areas that are linked to main service areas.
  • Traveling times that are defined for service areas.
  • Warehouses that are linked to service areas.
Skills

If this check box is selected, LN enables the Skills functionality in Service.

Note

If the skills functionality is enabled, you can view the following session:

  • Skill Requirements by Reference Activity (tsacm2121m000)
  • Required Skills by Activity (tstdm2111m000)
  • History Required Skills by Activity (tstdm8111m000)
Counter Readings

If this check box is selected, counter readings are used.

Functional Elements

If this check box is selected, functional elements can be used when creating item breakdowns, physical breakdowns, and reference activities.

Diagnostics

If this check box is selected, you can implement the Diagnostics functionality in Infor LN Service.

Note

If this check box is selected, Infor LN considers the values specified in Problem Code required and Solution Code required fields in the Service User Templates (tsmdm1660m000) session. The value specified in Problem / Solution Handling in the Service Types (tsmdm0130m000) session for call diagnosis is also considered.

Integrations
Non-Conformance Reports

If this check box is selected, Non-Conformance Report is implemented in Infor LN Service.

Note

This field is applicable only if the Quality Management (QM) and the Non-Conformance Implemented check boxes are selected in the Implemented Software Components (tccom0100s000) and Quality Management Parameters (qmptc0100m000) sessions respectively.

Engineering Revisions

If this check box is selected, engineering revisions are active.

If this check box is selected, the engineering revisions that are used in Manufacturing, can be used within Service.

Demand Pegging

If this check box is selected, LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory.

Tool Requirements Planning

If this check box is selected, you can use the cost type Tooling in Infor LN Service.

Note
  • This check box is visible only if the Tool Requirements Planning (TRP) check box is selected in the Implemented Software Components (tccom0100s000) session.
  • If this check box is not selected, you cannot use the cost type Tooling in Infor LN Service, although the Tool Requirements Planning (TRP) functionality is implemented in Infor LN Common.

Control
Control
Items Service by Office is Mandatory

If this check box is selected, you must specify the service item data specific to a service office in the Items - Service by Service Office (tsmdm2120m000).

Note

This check box is displayed only if the Sites field is set to In Preparation or Active in the Implemented Software Components (tccom0500m000) session.

After Sales Service
Create Item - Service Business Partner

If this check box is selected, Infor LN creates a record in the Items - Service Business Partner (tsmdm2130m000) session, for the combination of the item, sold-to business partner, and the effective date ( Delivery Date) specified in the After Sales Service Lines (tstdm5101m000) session, when an After Sales Service line is processed.

The record is created in the Items - Service Business Partner (tsmdm2130m000) session based on these values specified in the After Sales Service Lines (tstdm5101m000) session:

  • Item
  • Sold-to Business Partner
  • Delivery Date
  • Warranty Template
Note
  • The standard defaulting method is used to default the other values in the Items - Service Business Partner (tsmdm2130m000) session.
  • Infor LN displays an error message, if a record already exists in the Items - Service Business Partner (tsmdm2130m000) session, for the combination of the item, sold-to business partner, and the effective date ( Delivery Date) specified in the After Sales Service Lines (tstdm5101m000) session.
Units
Time Unit
Base Time Unit Hour

In Service a base unit for time must be defined in addition to the base unit that is defined in the Units (tcmcs0101m000) session.

Allowed values

Unit codes with a physical quantity value Time.

Note

You must also define a conversion factor between the base time unit in Common and the base time unit in Service.

Time Duration Unit

The unit code for the time duration. In the Service Planning & Concepts module this parameter is also used to express tolerance periods.

Allowed values

Unit codes with a physical quantity value Time.

Labor Rate Time Unit

Unit in which the labor rate is expressed.

Allowed values

Unit codes with a physical quantity value Time.

Note

The Base Time Unit Hour field must be filled before you can select this field.

Related topics

Calendar Control
Availability Type

An indication of the type of activity for which a resource is available. With availability types, you can define multiple sets of working times for a single calendar.

For example, if a work center is available for production on Monday through Friday and available for service activities on Saturdays, you can define two availability types, one for production and one for service activities and link these availability types to the calendar for that work center.

Note

The availability type specified here is used as a default if no availability type exists for the applicable service type.

Description

The description or name of the code.

Searching
Search Engine
Apply Search Engine for Installation Groups

If this check box is selected, the search engine is used to search for Installation group.

Apply Search Engine for Serialized Items

If this check box is selected, the search engine is used to search for serialized items.

Search Argument: Location Address
Search Argument : Location Address

The attributes of address which are used by the search engine to find the location of Installation groups and/or serialized items. You can search based on the following attributes:

  • Search Arguments
    Name
  • Name 2
  • House Number
  • Address
  • Address 2
  • City
  • City 2
  • Zip Code
  • Country (Coded)
  • Country
  • Telephone

From a total of eleven search arguments, you can set five search arguments each for both the Search Argument with Index and Search Argument without Index fields. Additionally, you can use wild cards to search the location of Installation groups/ serialized items.

The search parameters in the Search Criteria (Installation Groups) (tsmdm0280m000)/ Search Criteria (Serialized Items) (tsmdm0281m000) sessions, which are accessible from the Call (tsclm1100m000) session are enabled based on the arguments selected by the user in the groupbox.

Pricing
Sales Pricing
Sales Prices Search Method

The sales price of material items is based on the option selected in the field.

You can define the material lines in following sessions:

  • Material cost terms
    • Contract Quote Material Terms (tsctm1131m200)
    • Contract Material Terms (tsctm1131m300)
    • Service Order Quote Material Terms (tsctm1131m400)
  • Actual service-order material costs in the Service Order Actual Material Costs (tssoc2121m000) session.

The base price is stored in price books. Following are the options to retrieve the sales price of a material item:

  • Price Books Service.
  • Price Books Service/Sales.
  • Item Service Prices.
  • Price Books Sales/Service
Discounts from Price Books

If this check box is selected, discounts are fetched from the price book defined in the Price Book Lines (tdpcg0131m000) session.

Note

If this check box is cleared, discounts are not applied from the Pricing module.

Discount Policy

The Discount Policy determines the procedure that has to be used for applying the discount percentage or amount on the Service Order cost lines and Coverage Line You can apply the discount in the following two ways:

  • Apply Discounts Before Coverage
  • Apply Discounts After Coverage
Apply Discounts Before Coverage

Discount is applied on the Total sales amount before coverage.

Invoice Amount = Total Sales – Discount amount or percentage - 
(Contract Coverage – Warranty – Order Quotation - FCO – Other)

Apply Discounts After Coverage

Invoicing Amount = Total Sales – (Contract Coverage – Warranty – Order Quotation - FCO – Other)

Discount is applied on the Invoice amount.

Invoice Amount = Invoicing amount  – Discount amount or percentage
Note
  • If the Discounts from Price Books check box is selected, the field is set to Apply Discounts Before Coverage.
  • This field is enabled only when the Discounts from Price Books check box is not selected.
Invoicing
Default Value for Print on Invoice

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

Note
  • 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

Percentage of Valuation Price

The percentage of the valuation price that must be considered as the residual value.

Travelling
Travelling
Traveling Cost Method

The method that is used to calculate traveling expenses.

If you select None

  • Travel lines cannot be created for service orders.
  • The fields in the Traveling Cost Specification group box in the Service Order Parameters (tssoc0100m000) session are disabled
Distance Unit

The unit for distances that is used in Service.

Allowed values

Unit codes with a physical quantity value Length.

Currency Sales Price

The currency in which the sales rate is expressed in Service.

Currency Sales Price

The name of the currency in which the sales rate is expressed.

Traveling Time
Standard Cost

The cost rate for the traveling time.

Standard Cost Currency

Your company's reference currency that is defined in the Companies (tcemm1170m000) session.

Related topics

Standard Sales Price

The sales rate for the traveling time.

Standard Sales Price Currency

The currency of the sales price for traveling.

Traveling Distance
Standard Cost

The standard cost of the traveling distance.

Slash Character

The time duration unit that is defined in this session.

Standard Sales Price

The sales price of the traveling distance.

Standard Sales Price Currency

The currency sales price for traveling specified in this session.

Slash Character

The distance unit that is defined in this session.

Text

If this check box is selected, a text is present.

Related topics

Material Availability
1

The value in this field indicates the priority of the order type for which the material availability check must be performed.

Scope of Inventory Check

The value in this field indicates where the material is available.

Allowed values

Scope of Inventory

List Group Service

The list group to which the list item belongs. This is the default list group for the service package.

Note

This parameter is used only if the Sold-to Business Partner or the List Group is not specified in the Sold-to Business Partners (tccom4510m000) session.

Description

The description or name of the code.

Use Warranty Events

If this check box is selected, you can determine the duration for the serialized item warranty based on the events defined in the Warranty Events (tscfg2152m000) session.

Note

You cannot clear this check box if the Warranty Duration Type field is set to a value other than Fixed Duration for a warranty template in the Warranty Templates (tsctm0120m000) session.

 

Replace Location Add. Search Arguments

Replaces the Location and Address in all the relevant sessions.