Service Order Material Costs (tssoc2122m000)

	Service Order Material Costs (tssoc2122m000) Use this session to create, view, and maintain the material costs of a service order. Note This session can also be viewed as a satellite session in the Service Order (tssoc2100m100) session. To view this session, the 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 Materials check box must be selected in the Service Order Activity group box in the Service User Profiles (tsmdm1150m000) session. The Estimated Amounts tab is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) and the Service Orders (tssoc2100m000) sessions. You cannot delete a material cost line that is created in the estimated phase if: The Allow to Delete Estimates field is set to No in the Service Order Parameters (tssoc0100m000) session. The related service order or the activity Status is set to Released or Completed. 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 - Quality Management (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. Related topics Financial Ownership in Service Estimates in Service Order Control Project pegging in Field Service Project pegging for Service Order Quotation Project pegging for Service Order and Activities Quotes in Field Service Service Order The code of the service order for which the material costs are listed. Description The description or name of the code. Status The status of the service order. Allowed values Service Order Status Line The line number of the service order. Activity Line 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. Discount Policy The policy applicable for discounts. Allowed values Discount Policy Multilevel Discounts If this check box is selected, Infor LN indicates that more than one discount is defined using the Line Discounts... option. Total Discount Amount Total discount amount provided for the material cost line. Last Transaction Date Actual Cost Line The date and time when the cost line data is last modified. VAT Based On If this check box is selected, VAT calculation is based on goods or services. Allowed values VAT Based on 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. Description The description or name of the code. Exempt The cost line exempted from tax classification. BP Tax Number The tax number of the business partner. 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. Invoice Number The sales invoice. Transaction Type Type of invoice sent to customer related to field purchase. Invoice Date The date and time of the sales invoice. Financial Company The code of the financial company. 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. Document Document related to field purchase. Transaction Type Type of invoice sent to customer related to field purchase. Line Line related to field purchase. Financial Company Financial company of invoice sent to customer related to field purchase. Sequence The value in this field is defaulted when the cost line is booked from the Transactions (tfgld1101m000) session in Financials. 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 or name of the code. Business Object Type The type of business object. Example service order. Allowed values Allocated to Business Object Type 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. Actual Warehouse The warehouse from which the item is delivered. Allocated to Quantity The inventory that is allocated in the warehouse as specified in the service order. 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. 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. Inventory Units The inventory unit in which the item is measured. Example are piece, kilogram, box of 12, or meter. 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. 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. Serial The serial number of the item required for the service order. Description The description or name of the code. Reference Item The PCS project item or a standard item. The reference item is referred to generate a customized item by creating a new PCS project for the sold-to business partner specified on the service order header. You can also link the reference item, as a project part, to an existing PCS project for the Sold-to BP specified on the service order header. The reference item can belong to the PCS project of any business partner. Quantity If the cost line was first entered in the Service Order Estimated Material Costs (tssoc2120m000) session, and copied to this session, the estimated quantity is the quantity of the item estimated to be required for the service order. Estimated Sales Quantity Unit The unit in which the Estimated Quantity is expressed. Note You can select this value (in the estimated phase) from the Units by Unit Set (tcmcs0112m000) session, based on the unit set linked to the item. For the non-serialized items, this value is defaulted from the Sales Quantity Unit field in the Items - Service (tsmdm2100m000) session. For the serialized items, this value is defaulted from the Inventory Unit field in the Items (tcibd0501m000) session and you cannot modify this value. If a planned activity is transferred to a service order, this value is defaulted from the Quantity Unit field in the Planned Activity - Material Requirements (tsspc2110m000) session. In the estimated phase, this value is defaulted to the Sales Quantity Unit 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. Estimated Warehouse The warehouse from which the item must be delivered. Cost Component The cost line's cost component. Description The description or name of the code. Required Quantity The quantity of the item that must be delivered. Note If you specify a value in this field, and the Delivery Type is set to From Warehouse or From Warehouse in Car or From Warehouse by Transport or To Warehouse or To Warehouse by Transport, the issue procedure is initiated in Infor LN Warehousing, after the cost line is saved . 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. Unit 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. Engineering Item Revision The engineering item code of the item required for the service order. Delivery Type The method by which the required materials are delivered. Allowed values Delivery Type Return Reason The code of the return reason. Description The description or name of the code. Service Kit The code of the service kit. 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. Ownership The ownership of the service item. Allowed values Company Owned Customer Owned Note This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session. Infor LN defaults this value from: the Resource Requirements (tsacm2120m000) session, if the material cost line is created based on the reference activity linked to 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 delivery type is not a warehouse issue. You can set this field to Customer Owned only if: the order is not an internal service order the Delivery Type field is not set to the following values: From Service Kit From Service Inventory By Purchase Order By Field Purchase Supplier Direct Delivery Supplier Direct Return From Dealer's Inventory This field is defaulted to Company Owned if the Return unconsumed Items to Warehouse check box is selected. You cannot modify this value. Return unconsumed Items Direct to Supplier If this check box is selected, the quantity returned on the Supplier Direct Delivery material line must reach the supplier or reach the service company warehouse. 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. 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 returned by the dealer. Actual Warehouse The warehouse from which the item is delivered. Description The description or name of the code. Lot Selection The item's delivery conditions in case the cost line item is a lot item. 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. 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. On Hand The inventory on hand of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session. On Order The inventory on order listed for the item in the Warehouse - Item Inventory (whwmd2115s000) session. Allocated The allocated inventory of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session. Committed The inventory that is committed for the item. Shipping Address The ship-to business partner's address code. Description The description or name of the code. 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 The line number (in the service order) of the serialized item that replaces other serialized item. Estimated Sales Price The estimated sales price of the material cost line. Currency The currency to express the estimated sales price. Sales Price The sales price for one of the item's sales unit. Note Infor LN sets this amount to zero if the Ownership field is set to Customer Owned. Price Origin The origin of the sales price. Allowed values Price Origin Total SalesAmount The total sales amount of the material cost line. Total CostAmount This total cost amount for the cost line, determined by the equation: actual quantity * unit cost Currency The currency used to express the total cost amount. 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 Discount Amount field. Note Infor LN sets this amount to zero if the Ownership field is set to Customer Owned. 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 the customer is invoiced for the cost line. 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. Estimated Cost Line Indicates if the cost line is created in the estimated phase. 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. 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. 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. Buy-from BP The code of the buy-from business partner who is the preferred supplier of the item. Description The description or name of the code. Planned Delivery Time The date on which the non-used materials are expected back in the warehouse. Planned Receipt Time The planned receipt date and time of the goods at the destination. Actual Delivery Time The actual date on which the non-used materials are delivered back in the warehouse. Actual Receipt Time The actual receipt date and time of the goods at the destination. TaxCountry The tax country that applies to the cost line. Description The description or name of the code. Tax Number The tax number of the service provider. Tax Code The tax code applicable for the cost line. Business Partner Tax Country The tax country of the business partner. Description The description or name of the code. Effectivity Unit The code of the effectivity unit. Description The description or name of the code. Quote The code of the service-order quote linked to the service order material cost. Note This field is displayed only if the Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. Quote Revision The revision number of the quote linked to the service order material cost. Note This field is displayed only if: The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. The Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session. Quote Cost Line The quote line linked to the service order material cost. Note This field is displayed only if the Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. Quote Cost Line Alternative The alternative quote line linked to the service order material cost. Note This field is displayed only if: The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session. The Use Alternatives check box is selected in the Service Quote Parameters (tsepp0100m000) session. 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.