Calls (tsclm1100m100)

Use this session to view and to maintain the call details, including general data, business partner data, routing data, and diagnosis data.

Note
  • To create pro forma invoice for the call, you can use the Pro Forma Invoices option from the Print option on the Action menu. The Process Service Order Pro Forma Invoices (tssoc2291m000) session is displayed to process the pro forma invoices for the calls.
  • To view the Pro Forma Invoicing Workbench (cisli3640m000), you can use the Pro Forma Invoices from the Reference menu.

 

Call Number

The code that identifies the call. This code is used for internal reference, and for immediate contact purposes.

Status
Call Description

A short description of the call's problem.

Sold-to Business Partner

The code of the sold-to business partner for whom you handle the call.

If this field is entered, the call is for an external business partner. Otherwise, the call is for internal purposes.

Name

The name of the sold-to business partner.

Reaction Time

The reaction time.

Note

LN calculates this value based on the reported time and the reaction period. For more information, refer to Priorities.

ActualTime Left

The time that the support engineer has to resolve the Reported Problem.

Note

actual time left = (initial time) - (time lapsed)
				
Item

The item to which the call relates.

Note

The item's general project code is entered in the first field. The item's service code is entered in the second field.

Turnaround Time Document

The code of the Turnaround Time Document linked to the call.

Note
  • This field is displayed only if:
    • The Turnaround Time check box is selected in the Implemented Software Components (tccom0100s000) session.
    • The Service (TS) check box is selected in the Turnaround Time Parameters (tcttm0100m000) session.
  • A Turnaround Time Document is created for the Call only if an applicable term is available in the Turnaround Time Terms (tcttm0110m000) session.
Coverage Type

The coverage type that is used to determine the warranty or contract coverage allocation.

Coverage Time

The coverage time of the call for which a pricing contract, a coverage contract, or a warranty is defined.

Coverage Contract

The code of the coverage contract that is linked to the call.

Country

The country where the business partner is located.

Language

The code of the business partner's operating language.

Support Engineer

The support engineer to whom the call has been assigned.

If the support engineer is unable to solve the call, you can reassign the call to a different support center.

Project

The project to which the cost is pegged.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

For more information, refer to

Project Element

The element that is linked to the project.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Project Activity

The activity that is linked to the project.

Note

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Parent Call

If the call has been derived from a previous (parent) call, that call's code will be displayed here.

Because only one problem can be logged for each call, if a business partner calls with more than one problem, a corresponding number of calls must be created. To create such calls, choose Create Follow-up Call... on the appropriate menu, or use CTRL + F1.

Follow-up Call

If the customer has made a follow-up (child) call, the call's code will be displayed here.

Follow-up calls are usually created when a customer reports more than one problem at the same time, because only one problem can be logged for each registered call.

Note

If a call already has one or more follow-up calls, the code of any new follow-up call will be filled in on the last call in the chain of follow-ups.

Subcontractor Agreement
Description

The name of the subcontractor agreement.

Business Partner Priority

The priority defined for the business partner.

Note

The value in this field is defaulted from the Call Parameters (tsclm0100m000) session, only if the priority is not defined for the Sold-to Business Partner in the Sold-to Business Partner (tccom4110s000) session.

Serialized Item Priority

The serialized-item priority.

Note

LN defaults this value in the Call (tsclm1100m000) session, only if the priority is not defined for the Serialized Item in the Serialized Items (tscfg2100m000) session.

Accepted Time

The date and time of the execution of the call.

Solution Time

The time when the call status was changed to Solved.

Assessment Time

The time when the call was assigned to the support engineer.

Appointment

If this check box is selected, the call-taker or support engineer has an appointment with the customer.

To set an appointment, click the appropriate button on the toolbar, or choose ... option on the appropriate menu.

Support Department

The support department to which the call has been assigned by the call center.

Latest Finish Time

The latest date and time when the service engineer can resolve the Reported Problem.

Earliest Start Time

The earliest date and time when the service engineer can start resolving the Reported Problem.

Initial Time Left

The total time that the support engineer has to resolve the Reported Problem.

Note
Initial Time Left = Latest Solution Start Time/Latest Solution Finish Time - Reaction Time

LN calculates this value based on the calendar period defined for the Response Type.

Duration

The time unit in which the solution duration is expressed. The time unit for duration is defined in the General Service Parameters (tsmdm0100m000) session.

Down Time

The actual downtime registered by the support engineer.

Spent Time

The total amount of time the support engineer spent solving the call. This value, subject to constraints of the invoice interval, is used to invoice the business partner.

Activity Taken

The activity that is carried out to solve the problem.

Reported Problem

The reported problem. Selected from the Problems (tsclm3130m000) session.

Actual Solution

The actual solution.

Note

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Description

The description or name of the code.

Actual Problem

The real problem as determined by the service/support engineer.

Note

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Duration

The planned duration for solving the registered problem.

  • The duration of the activity that is entered in the Required Activity field.
  • The duration of the solution that is entered in the Expected Solution field.
Required Activity

The required activity selected from the Reference Activities (tsacm1101m000) session.

Expected Solution

The expected solution.

Note

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Expected Problem

The expected problem.

Note

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Search Item

The code of the covered item.

Use the field to check if you can provide coverage(either from a Warranty or from a Contract) to the item that is delivered or loaned to the customer

Note

The Contract/Warranty is picked up based on the Covered Item/Serial.

Search Item Serial Number

The serial number of the covered item.

Waiting

If this check box is selected, the call has been put on hold by the user, who can be the call-taker, support engineer, or service engineer, to allow more time to solve the call.

Waiting Description

The reason why the call has been put on hold.

Note

If the Waiting check box is cleared, the text in this field is also cleared.

Related Field Change Order

The field change order (FCO) that is linked to the call. If a FCO is present for a item, LN prompts the user to link the FCO to the call and opens the Field Change Orders (tssoc5100m000) session to allow the user to select the FCO.

Related Field Change Order Line

The field change order lines. If the field change order line is linked to a call, you can transfer the FCO line to a service order. The FCO line is updated with the service order details when you transfer the call to a service order. You can resolve the call only if you transfer the call to field service order.

Maintenance Sales Order

The maintenance sales order number created if the call is transferred to Maintenance Sales Control.

If a call cannot be solved by the support engineer and the related item must be shipped to the depot for maintenance work, the call is transferred to a maintenance sales order.

Service Order

The service order number created if the call is transferred to Service Order Control.

Note

The time spent solving the call will be invoiced.

Service Order Quote

The service order quote number which is linked to the call. To create a service order quote, click Create Quote.

Installation Location

The address code of the item to which the call relates.

Depending on the information entered, and in order of preference, the address code is taken from:

  • Serialized Item
  • Parent Item
  • Installation Group
  • Ship-to Business Partner
  • Sold-to Business Partner
Country

The country where the business partner is located.

City

The city where the business partner is located.

Street

The street where the business partner is located.

House Number

The door number of the business partner.

ZIP Code

The ZIP code code of the business partner.

Location Contact

A unique alphanumeric code that identifies a contact.

Note

If the contact code selected for this field is not that of a sold-to BP, the Contact for %1$s must have the role Sold-to. error message appears.

Name

The name of the contact.

In Use-by Business Partner

The end customer ( business partner) using the installation on which the claim is registered.

Note
  • This field is not enabled if the claim Status is Rejected, Canceled or Closed.
  • The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session or when transferring a call to a customer claim, the in-use by data is taken from the call.
In Use-by Business Partner Address

The in use-by business partner's address.

Note
  • This field is enabled only if the claim Status is Rejected, Canceled or Closed.
  • The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session.
In Use-by Business Partner Contact

The contact linked to the Business Partner role.

Note
  • This field is not enabled if the claim Status is Rejected, Canceled or Closed.
  • The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session.
In Use-by Operator Contact

The contact linked to the Operator Contact using the installation.

Note
  • This field is not enabled if the claim Status is Rejected, Canceled or Closed.
  • The in value in this field is defaulted from the Serialized Items (tscfg2100m000) session.
Invoice-to Business Partner

The business partner who is invoiced for the call's costs.

Invoice-to Address

Address code of the invoice-to business partner.

Note
  • This field is only available if the sold-to BP is filled in.
  • Default value is the address specified in the invoice-to BP's general business partner details.
Invoice-to Contact

The code of the invoice-to BP contact.

Currency

The currency in which the invoice-to business partner operates.

Invoice Interval

The code of the invoice interval used.

Invoice intervals are created, viewed, and maintained in the Invoicing Intervals (tsclm0170m000) session.

Description

The description of the selected invoice interval.

Invoice Created

If this check box is selected, an invoice has been created.

Pay-by Business Partner

The code of the business partner who pays for solving the call.

Pay-by Address

Address code of the pay-by business partner.

Pay-by Contact

The code of the pay-by BP contact.

Ship-from Business Partner

The business partner who ships the ordered goods to your organization. This usually represents a supplier's distribution center or warehouse. The definition includes the default warehouse at which you want to receive the goods and if you want to inspect the goods, the carrier that takes care of the transport, and the related buy-from business partner.

This field is usually filled in if a subcontract provider (buy-from BP) has several branches, and if the branch that carries out the service is the ship-from BP. This enables the ship-from BP nearest to the item's location address to be selected to provide the service.

You can only change the ship-from BP if a buy-from BP is present, and if only ship-from BPs related to the buy-from BP are displayed.

Ship-from Address
Buy-from Business Partner

The code of the buy-from business partner.

This field is filled in automatically from the subcontractor agreement, if the item that the call relates to is covered by such an agreement. This occurs if the Item field on the Register tab is filled in with a serialized item or model item, covered by a subcontractor agreement.

Solution Description

The description or name of the code.

Pricing Contract

The pricing contract linked to the call.

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) sessions.

Pricing Contract Line

The contract configuration line linked to the call for which contract price is defined.

Pricing Contract Change

The contract change number linked to the call.

Caller's Name

The name of the person who reports the problem.

Phone

The contact phone number of the customer.

Call Center

The name of the call center that receives the call.

Blocked

If this check box is selected, the call is blocked.

Note

You select blocking reasons on the Blocking tab in the Call Parameters (tsclm0100m000) session. If you have selected any blocking reasons, LN performs blocking checks on a call each time you change the call's status.

Emergency

If this check box is selected, the call is considered an emergency.

Bad Fix

If this check box is selected, the call is considered a bad fix.

Note
  • LN will select this check box if both of the following conditions apply:

    • The call relates to a serialized item.
    • The call is received within the time fence specified in the Call Parameters (tsclm0100m000) session.
  • If, in the Call Parameters (tsclm0100m000) session, the Use Priorities in Reaction Time Calculation check box is selected, the bad fix priority is used to calculate the call's priority factor.
BP Call Number

The reference number of the business partner's call. Used for emergency contact purposes.

Origin

The medium through which the call is received from the business partner.

Number of Enclosures

The number of enclosures relating to the call.

Installation Group

The installation group that the call-related item belongs to.

Response Type

The response time code.

LN uses the following search path to determine the default value:

  • If a service contract covers the call's Installation group or item, the response time defined for the service contract in the Contract Help Desk Terms (tsctm1135s300) session is the default.
  • The response time defined for the call's sold-to business partner in the Business Partner (tccom4100s000) session, however, if no response time is defined in this session:
  • The response time selected in the Call Parameters (tsclm0100m000) session.

Related topics

Response Type

The name or description of the response time.

Latest Solution Start Time

The solution start time.

Note

LN calculates this value based on the reported time and the solution start period. For more information, refer to Priorities.

Latest Solution Finish Time

The solution finish time.

Note

LN calculates this value based on the reported time and the solution finish period. For more information, refer to Priorities.

Reported Time

The date and time when the call is received and registered.

Problem Priority

The priority assigned to the reported problem, selected by the person who takes the call, from a list of values in the Priorities (tcmcs0170m000) session.

Note
  • If the Use Priorities in Reaction Time Calculation check box is selected in the Call Parameters (tsclm0100m000) session, the priority is used to calculate the call's priority factor.
  • LN defaults this value in the Call (tsclm1100m000) session, only if the priority is not defined for the Problem in the Problems (tsclm3130m000) session.
Call Group1
Call Group2

A second code given to the calls for further categorization purposes not covered by Call Group1.

Service Office

The service department assigned by the support center to carry out the activity required to solve the call.

Note

If a call is moved to Service Order Control, the order is created with this department.

Service Engineer

The code of the service engineer to whom the service order has been assigned.

 

Start/Stop Timer

Starts the timer for the resolving the reported problem.

In Process

Sets the status of the call to In Progress.

Solve

Sets the status of the call to Solved.

Accept

Assigns the call to the current user.

Transfer to Service Order

Transfers the call to a service order to provide the required solution.

Transfer to Service Order with Status Planned

Transfers the call to a service order to provide the required solution and the service order status us set to Planned.

Transfer to Maintenance Sales Order

Transfers the call to a maintenance sales order to provide the required solution.

Part Maintenance

Transfers the call to a Part Maintenance line to provide the required solution.

Part Delivery

Transfers the call to a Part Delivery line to provide the required solution.

Part Receipt

Transfers the call to a Part Receipt line to provide the required solution.

Part Loan

Transfers the call to a Part Loan line to provide the required solution.

Part Receipt and Delivery

Transfers the call to a Part Receipt and Part Loan line to provide the required solution.

Transfer to Customer Claim

Transfers the call to a Customer Claim to provide the required solution.

Service Order Quote

Transfers the call to a Service Order Quote to provide the required solution.

Quote for Part Maintenance

Transfers the call to a Maintenance Sales Quote to provide the required solution.

Update Actual Time Left

Updates the actual time left to resolve the reported problem.