Processing the After Sales Service lines to Service

You can use the Process After Sales Service Lines (tstdm2250m000) session to process the After Sales Service lines to Service. The lines can be processed only if, for an After Sales Service line:

  • The Process to Service check box is selected.
  • The Process Status of the line is set to Delivered.

The Process Status field is set to Processed when the process is executed successfully.

Creation of the After Sales Service header and lines

Infor LN creates the After Sales Service header and the lines based on the originating objects. You cannot add the lines manually.

The header is created when the first After Sales Service line is created for an item linked to an object.

Note

The After Sales Service lines are created only for the items to be delivered. Infor LN does not create the lines for the return order lines or the consignment invoicing lines.

To process the lines to Service

The After Sales Service lines are processed to Service in this sequence:

Linking to Installation Group

If the Link to Installation Group check box is selected for the After Sales Service line, the item is linked to an installation group when the lines are processed to Service.

Note

You can use the installation groups only if the Installation Groups check box is selected in the General Service Parameters (tsmdm0100m000) session.

If the Generate First Free Numbers check box is selected in the Configuration Management Parameters (tscfg0100m000) session, the Series for Installation Groups is used to generate the installation group. Else, you can specify the Installation Group. When you specify the installation group, Infor LN checks if this installation group already available. If available, the installation group is used only if the owner of the installation group and the sold-to business partner of the originating order are same.

Using Service Item

The item specified on the After Sales Service line, is also defined in the Items - Service (tsmdm2100m000) session.

Using Serialized Item

If the item specified on the After Sales Service line is serialized in inventory, Infor LN checks if the item is already defined in the Serialized Items (tscfg2100m000) session. If defined, the sold-to business partner (owner) of the serialized item must not be defined. If defined, the sold-to business partner must same as the business partner specified on the originating order.

If the item is not defined, the item is first created in service or defined in Serialized Items (tscfg2100m000) session.

For an item that is not set to Serialized in Common, but is Serialized in Service, serials are created in the Serialized Items (tscfg2100m000) session. The values related to the Originating Order and the Sold-to Business Partner are defaulted on the serialized item.

If the Create Physical Breakdown checkbox is selected in the After Sales Service (tstdm5600m000) session, for each serialized item, a physical breakdown structure is created based on the value set in the Physical Breakdown Source field. The physical breakdown structure is created for the serialized item only if a structure is not created yet.

If an installation group is specified, all the serialized items are linked to the installation group.

Using Non Serialized Items

If an installation group is specified, the items that are not Serialized in Common and in Service, are linked to the installation group.

Note

The non-serialized items are defined in the Items - Service (tsmdm2100m000) session even if the items are not linked to an installation group.

Using Lot and Serial Set

If a lot and serial set is specified on the After Sales Service line, for each item in the set, the actions defined on the After Sales Service line are executed.

Generating Contract

If the Create Service Contract check box is selected in the After Sales Service (tstdm5600m000) session, a service contract is created when the After Sales Service line is processed. The contract is created based on the value set for the Contract Line Configuration field. A contract is only created if no contract is created yet.

Example

If the Contract Line Configuration field is set to Installation Group, and more than one After Sales Service line has the same installation group, Infor LN creates only one contract when the lines are processed.

Generating Warranty Template

You can specify a Warranty Template for the After Sales Service and this template overrides the default Warranty Template specified in the Items - Service Defaults (tsmdm2105m000) session.

Header and lines data synchronization

You can use the After Sales Service - Lines - Synchronization (tstdm0280m000) to synchronize the lines data and the After Sales Service header data when the header data is modified. Infor LN invokes this session when the After Sales Service header data is modified for the fields that are also present on the lines.

You can also access this session using the Header - Lines - Synchronization option in:

  • The After Sales Service (tstdm5100m000) session
  • The After Sales Service (tstdm5600m000) session
Deletion of the After Sales Service header and lines

Infor LN deletes the After Sales Service header and the lines based on the originating objects. You cannot delete the lines manually.

The header is deleted when the last line for an item linked to an object is deleted.

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