User Profiles (tsmdm1150m000)

	User Profiles (tsmdm1150m000) Use this session to maintain a list of user profiles. User profiles are attached to a login code, which can be the login code of an individual and/or a service department. The service department that is linked to a login code will have its number groups and series, which are displayed in the Service Offices (tsmdm1100m000) session, used as the default values for the login code. Note To implement this functionality one or more check boxes must be selected under the group boxes: Service Order Activity Maintenance Sales Order Work Order Activity Related topics Quotes in Field Service User The login code that the user defaults apply to. Note A service employee can have more than one login code and, therefore, user defaults. A login code with associated user defaults can be created for a service department (without specifying a service employee) so that employees of that department can use the login code and its associated user defaults. General General Service Employee The service employee that the user defaults are applied to when they use the login code. Service Employee The name of the service employee. Service Office The code of the service department that is linked to the login code. The number groups and series of this service department will be the default number groups and series for an employee using the associated login code, which is displayed in the Service Offices (tsmdm1100m000) session. Note You can have a login code with a defined service department but no defined service employee. This means that a service employee with no defined user defaults can use the login code of the service department and assume the user defaults. Therefore, you do not need to create user defaults for every service employee in a department. Service Department The name or description of the service department that is linked to the login code. Automatic Start If this check box is selected, the search engine starts automatically when searching for an Installation group or serialized item. Note Only available if the search engine is implemented at the company level. Sales Representative The default sales representative for employees using the associated login code. Sales Representative The name of the user's default sales representative. Series Series Contract Quotes The login code's default number group for contract quotations. This is the number group of the login code's service department, which is defined in the Contract Management Parameters (tsctm0100m000) session. Related topics Number groups in Service To use number groups and series Contract Quotations The login code's default series of the number group that is specified for contract quotations. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for contract quotations. Contract Quotations The description or name of the series. Contracts The default number group for contracts. This is the number group of the login code's service department, which is defined in the Contract Management Parameters (tsctm0100m000) session. Related topics Number groups in Service To use number groups and series Contracts The login code's default series of the number group that is specified for contracts. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for contracts. Subcontract Agreement The login code's default number group for Subcontract Agreements. This is the number group of the login code's service department, which is defined in the Subcontract Management Parameters (tssbm0100m000) session. Related topics To use number groups and series Number groups in Service Subcontract Agreement Series Number The series for subcontract agreements. Selected from the First Free Numbers (tcmcs0150m000) session, where only the unblocked series of the number group for subcontract agreement are displayed. Order Quotes The login code's default number group for service-order quotations. This is the number group of the login code's service department that is defined in the Service Order Parameters (tssoc0100m000) session. Related topics Number groups in Service To use number groups and series Order Quotations The login code's default series of the number group that is specified for service order quotations. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for service order quotations. Service Order The login code's default number group for service orders. This is the number group of the login code's service department, which is defined in the Service Order Parameters (tssoc0100m000) session. Related topics Number groups in Service To use number groups and series Service Order The login code's default series of the number group that is specified for service orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group for service orders. Calls The login code's default number group for calls. This is the number group of the login code's service department and is defined (to the service department) in the Call Parameters (tsclm0100m000) session. Related topics To use number groups and series Number groups in Service Calls The login code's default series of the number group that is specified for calls. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group that is specified for calls. Field Change Order The login code's default number group for field change orders (FCOs). This is the number group of the login code's service department and is defined (for the service department) in the Service Order Parameters (tssoc0100m000) session. Related topics To use number groups and series Number groups in Service Field Change Order The login code's default series number for field change orders (FCOs). Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group that is specified for FCOs. Number Group Customer Claim The number group for Customer Claims. This number group is defined in the Claim Management Parameters (tscmm0100m000) session. Related topics To use number groups and series Number groups in Service Series Customer Claim The series of the number group that is specified for the claim headers. Supplier Claims The number group for Supplier Claims. This number group is defined in the Claim Management Parameters (tscmm0100m000) session. Related topics To use number groups and series Number groups in Service Series Supplier Claim The series of the number group that is specified for the claim headers. Work Order The login code's default number group for work orders. This is the number group of the login code's service department, and is defined (for the service department) in the Work Order Parameters (tswcs0100m000) session. Related topics To use number groups and series Number groups in Service Work Order The login code's default series number for work orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked series of the number group that is specified for work orders. Maintenance Sales Order The login code's default number group for maintenance sales orders. This is the number group of the login code's service department and is defined (for the service department) in the Maintenance Sales Control Parameters (tsmsc0100m000) session. Related topics To use number groups and series Number groups in Service Maintenance Sales Order The login code's default series number for maintenance sales orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will only display the unblocked Series of the number group that is specified for maintenance sales orders. Maintenance Sales Quotation (Number Group) The number group for maintenance sales quotations. This is a display field. Important! The number group is defined in the Service Quote Parameters (tsepp0100m000) session. Maintenance Sales Quotation (Series Number) The series number for maintenance sales quotations. Field Service Screens Service Order Materials (Service Order Material Costs) If this check box is selected, the Service Order Material Costs (tssoc2122m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is disabled if the Estimated Materials and/or the Actual Materials check boxes are selected. This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Labor (Service Order Labor Costs) If this check box is selected, the Service Order Labor Costs (tssoc2132m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is disabled if the Estimated Labor and/or the Actual Labor check boxes are selected. This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Other (Service Order Other Costs) If this check box is selected, the Service Order Other Costs (tssoc2142m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is disabled if the Estimated Other and/or the Actual Other check boxes are selected. This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Estimated Materials If this check box is selected, the Service Order Estimated Material Costs (tssoc2120m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Materials (Service Order Material Costs) check box is selected. Estimated Labor If this check box is selected, the Service Order Estimated Labor Costs (tssoc2130m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Labor (Service Order Labor Costs) check box is selected. Estimated Other If this check box is selected, the Service Order Estimated Other Costs (tssoc2140m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Other (Service Order Other Costs) check box is selected. Actual Materials If this check box is selected, the Service Order Actual Material Costs (tssoc2121m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Materials (Service Order Material Costs) check box is selected. Actual Labor If this check box is selected, the Service Order Actual Labor Costs (tssoc2131m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Labor (Service Order Labor Costs) check box is selected. Actual Other If this check box is selected, the Service Order Actual Other Costs (tssoc2141m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Other (Service Order Other Costs) check box is selected. Assignments If this check box is selected, the Service Engineer Assignments (tssoc2505m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Hours Accounting Line in Service Order If this check box is selected, the Service Order Hours (bptmm1130m000) session is displayed as a satellite session in the Service Order (tssoc2100m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Service Order Activity Materials (Materials in Service Order Activity) If this check box is selected, the Service Order Material Costs (tssoc2122m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is disabled if the Estimated Materials and/or the Actual Materials check boxes are selected. This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Labor (Labor in Service Order Activity) If this check box is selected, the Service Order Labor Costs (tssoc2132m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is disabled if the Estimated Labor and/or the Actual Labor check boxes are selected. This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Other (Other in Service Order Activity) If this check box is selected, the Service Order Other Costs (tssoc2142m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is disabled if the Estimated Other and/or the Actual Other check boxes are selected. This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Estimated Materials If this check box is selected, the Service Order Estimated Material Costs (tssoc2120m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Materials (Materials in Service Order Activity) check box is selected. Estimated Labor If this check box is selected, the Service Order Estimated Labor Costs (tssoc2130m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Labor (Labor in Service Order Activity) check box is selected. Estimated Other If this check box is selected, the Service Order Estimated Other Costs (tssoc2140m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Other (Other in Service Order Activity) check box is selected. Actual Materials If this check box is selected, the Service Order Actual Material Costs (tssoc2121m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Materials (Materials in Service Order Activity) check box is selected. Actual Labor If this check box is selected, the Service Order Actual Labor Costs (tssoc2131m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Labor (Labor in Service Order Activity) check box is selected. Actual Other If this check box is selected, the Service Order Actual Other Costs (tssoc2141m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. This field is disabled if the Other (Other in Service Order Activity) check box is selected. Assignments If this check box is selected, the Service Engineer Assignments (tssoc2505m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Hours Accounting Line in Service Order Activity If this check box is selected, the Service Order Hours (bptmm1130m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. Service Order Quote The default number group for the service order quotes. Note This field is displayed only if: The Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. You must select a number group for which the Dedicated for field is set to Service or Not Applicable in the Number Groups (tcmcs0151m000) session. Series The default series for the service order quotes. Note This field is displayed only if: The Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. You must select a series: Linked to the specified Number Group for Service Order Quotes. For which the Series Blocked for Input check box is cleared in the First Free Numbers (tcmcs0150m000) session The combination of the number group and the series for the service order quotes must be different from the combination of the number group and the series specified for the service order quote requests. Service Order Quote Request The default number group for the service order quote requests. Note This field is displayed only if: The Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. This field is enabled only if the Use Quote Requests for Service Orders check box is selected. You must select a number group for which the Dedicated for field is set to Service or Not Applicable in the Number Groups (tcmcs0151m000) session. Series The default series for the service order quote requests. Note This field is displayed only if: The Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session. The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. This field is enabled only if the Use Quote Requests for Service Orders check box is selected. You must select a series: Linked to the specified Number Group for Service Order Quote Requests. For which the Series Blocked for Input check box is cleared in the First Free Numbers (tcmcs0150m000) session The combination of the number group and the series for the service order quotes must be different from the combination of the number group and the series specified for the service order quote requests. Skills If this check box is selected, the Required Skills by Activity (tstdm2111m000) session is displayed as a satellite session in the Service Order Activities (tssoc2110m000) session. Note This field is displayed only if the Skills and the Depot Repair (Depot Repair) check boxes are selected in the General Service Parameters (tsmdm0100m000) session. Inspections If this check box is selected, the Inspections (tscfg3100m000) session is displayed as a satellite session in the Service Order Activity (tssoc2110m100) session. Note This field is displayed only if the Use Inspections and the Field Service check boxes are selected in the General Service Parameters (tsmdm0100m000) session. Depot Repair Screens Maintenance Sales Order Part Maintenance If this check box is selected, the Maintenance Sales Order - Part Maintenance Lines (tsmsc1110m100) session is displayed, as a satellite session, in the Maintenance Sales Order (tsmsc1100m100) session. Note This field is displayed only if the Repair Center check box is selected in the General Service Parameters (tsmdm0100m000) session. Part Loan If this check box is selected, the Maintenance Sales Order - Part Loan Lines (tsmsc1110m200) session is displayed, as a satellite session, in the Maintenance Sales Order (tsmsc1100m100) session. Note This field is displayed only if the Repair Center check box is selected in the General Service Parameters (tsmdm0100m000) session. Part Delivery If this check box is selected, the Maintenance Sales Order - Part Delivery Lines (tsmsc1110m300) session is displayed, as a satellite session, in the Maintenance Sales Order (tsmsc1100m100) session. Note This field is displayed only if the Repair Center check box is selected in the General Service Parameters (tsmdm0100m000) session. Part Receipt If this check box is selected, the Maintenance Sales Order - Part Receipt Lines (tsmsc1110m400) session is displayed, as a satellite session, in the Maintenance Sales Order (tsmsc1100m100) session. Note This field is displayed only if the Repair Center check box is selected in the General Service Parameters (tsmdm0100m000) session. Work Order Material Resources If this check box is selected, the Work Order Material Resources (tswcs4110m000) session is displayed, as a satellite session, in the Work Order (tswcs2100m100) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Labor Resources If this check box is selected, the Work Order Labor Resources (tswcs4120m000) session is displayed, as a satellite session, in the Work Order (tswcs2100m100) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Other Resources If this check box is selected, the Work Order Other Resources (tswcs4130m000) session is displayed, as a satellite session, in the Work Order (tswcs2100m100) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Subassemblies If this check box is selected, the Work Order Outgoing Subassemblies (tswcs4150m000) and Work Order Incoming Subassemblies (tswcs4151m000) sessions are displayed, as satellite sessions, in the Work Order (tswcs2100m100) session. Note This field is displayed only if the Depot Repair check box in the General Service Parameters (tsmdm0100m000) session and the Use Subassemblies in Work Orders check box in the Work Order Parameters (tswcs0100m000) session are selected. Assignments If this check box is selected, the Service Engineer Assignments - Depot Repair (tssoc2505m200) session is displayed, as a satellite session, in the Work Order (tswcs2100m100) session. Note This field is displayed only if: The Use Assignments in Work Orders check box is selected in the Work Order Parameters (tswcs0100m000) session. The Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Inspections If this check box is selected, the Inspections (tscfg3600m000) session is displayed, as a satellite session, in the Work Order (tswcs2100m100) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. You must also select the Use Inspections check box in the General Service Parameters (tsmdm0100m000) session. Hours Accounting If this check box is selected, the Work Order Hours (bptmm1140m000) session is displayed, as a satellite session, in the Work Order (tswcs2100m100) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Work Order Activity Material Resources If this check box is selected, the Work Order Material Resources (tswcs4110m000) session is displayed, as a satellite session, in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Labor Resources If this check box is selected, the Work Order Labor Resources (tswcs4120m000) session is displayed, as a satellite session, in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Other Resources If this check box is selected, the Work Order Other Resources (tswcs4130m000) session is displayed, as a satellite session, in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Subassemblies If this check box is selected, the Work Order Outgoing Subassemblies (tswcs4150m000) and Work Order Incoming Subassemblies (tswcs4151m000) sessions are displayed as satellite sessions in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. You must also select the Use Subassemblies in Work Orders check box in Work Order Parameters (tswcs0100m000) session. Assignments If this check box is selected, the Service Engineer Assignments - Depot Repair (tssoc2505m200) session is displayed as a satellite session, in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if: The Use Assignments in Work Orders check box is selected in the Work Order Parameters (tswcs0100m000) session. The Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Skills If this check box is selected, the Required Skills by Activity (tstdm2111m000) session is displayed as a satellite session in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Skills and the Depot Repair check boxes are selected in the General Service Parameters (tsmdm0100m000) session. Inspections If this check box is selected, the Inspections (tscfg3600m000) session is displayed, as a satellite session, in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. You must also select the Use Inspections check box in the General Service Parameters (tsmdm0100m000) session. Hours Accounting If this check box is selected, the Work Order Hours (bptmm1140m000) session is displayed, as a satellite session, in the Work Order Activity (tswcs2610m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Work Order - Batch Repair Material Resources If this check box is selected, the Work Order Material Resources (tswcs4110m000) session is displayed, as a satellite session, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Labor Resources If this check box is selected, the Work Order Labor Resources (tswcs4120m000) session is displayed, as a satellite session, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Other Resources If this check box is selected, the Work Order Other Resources (tswcs4130m000) session is displayed, as a satellite session, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Subassemblies If this check box is selected, the Work Order Outgoing Subassemblies (tswcs4150m000) and Work Order Incoming Subassemblies (tswcs4151m000) sessions are displayed, as satellite sessions, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. You must also select the Use Subassemblies in Work Orders check box in Work Order Parameters (tswcs0100m000) session. Assignments If this check box is selected, the Service Engineer Assignments - Depot Repair (tssoc2505m200) is displayed, as a satellite session, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Inspections If this check box is selected, the Inspections (tscfg3600m000) session is displayed, as a satellite session, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. You must also select the Use Inspections check box in the General Service Parameters (tsmdm0100m000) session. Hours Accounting If this check box is selected, the Work Order Hours (bptmm1140m000) session is displayed, as a satellite session, in the Work Order - Batch Repair (tswcs2600m000) session. Note This field is displayed only if the Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session. Part Maintenance Workbench Part Maintenance Workbench Appearance The setting to display the satellite sessions in the Part Maintenance Workbench (tsmsc1600m100) session. Allowed values Part Maintenance Workbench Appearance