The service department.
Note
The department created in this session is displayed in the Departments (tcmcs0565m000) session.
Service Offices (tsmdm1100m100)Use this session to set the parameters specific to a service office. Note You can access this session only if multisite is implemented.
Service Office The service department. Note The department created in this session is displayed in the Departments (tcmcs0565m000) session. Description The description or name of the code. 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:
Note
Department Type The type of the department. The available options are as follows: Allowed values Note You cannot modify this value after you save the data. Address The address of the department. Manager The employee responsible of the department. Description The description or name of the code. Description The description or name of the code. Series The series for the service quotes. Description The description or name of the code. Effectivity Period of Quotes [Days] The number of days that a service-order quote is valid. This number determines the default value of the Expiry Date field in the Service Order Quotes (tssoc1100m000) session when you create a new service order quote. Number of Extra Quote Copies [0-9] The number of extra copies printed when you print a service order quote. Quote Invoicing The default cost component used to create the invoice when you create a service order from a service-order quote. Infor LN can create an invoice for the amounts agreed to in the service order quote. Description The description or name of the code. Default Service Order Type for Manual Service Order The code of the default service type used to categorize a service order activity generated from a manual service order if no service type is specified for the manual service order. Description The description or name of the code. Part of Site The site at which the service office is located. Calls The code of the default service type used to categorize a service order that is created manually from a call. Description The description or name of the code. Planned Activities If a service order activity is generated from a preventive maintenance plan ( planned activities), and no service type is specified for the planned activities, the code entered in this field will be the default service type used to categorize the generated service order activity. Description The description or name of the code. Service Order Quotes The default service type used to categorize the service order generated from a quote. Description The description or name of the code. Inspections The default service type code used when the follow-up service order is created from an inspection. Description The description or name of the code. Field Change Orders The code of the default service type used to categorize a service order activity from a field change order (FCO) if no reference activity is specified for the FCO. Description The description or name of the code. Description The description or name of the code. Repair Warranty Default service type used to categorize service order generated from bad fix calls, manual service orders, or from planned activities. This service type is used to determine whether Repair Warranty is applicable for the service order. Description The description or name of the code. Project The default service type code used when the follow-up service order is created from an ERP Project. Description The description or name of the code. Tool Refurbishment The default service type code that is used to categorize a service order activity generated from a tool refurbishment if no reference activity is specified for the tool refurbishment. Description The description or name of the code. Material Issue Constraint Indicate if the material for an order or an activity must be shipped completely. Allowed values Ship Materials To The option to specify the address used as shipping address on the material cost line related to the order. Allowed values Warehouse for Repairable Items If this field specifies a warehouse and the item specified in the Service Order Estimated Material Costs (tssoc2120m000) session is a material line with an item for which Repairable is set to Yes, when the service order or service order activity is reported completed, a new material line for the repairable item is created with delivery type To Warehouse and the Required Quantity field as 0. Note
Part of Enterprise Unit The code of the enterprise unit to which the service office is linked. Note Infor LN defaults the current logistic company in this field. Description The description or name of the code. Use Margin Control If this check box is selected, gross margin (GM) control on service-order quotes is enabled. When the price of a service-order quote is calculated, the gross margin is checked. If the margin exceeds the lower or upper limit, a signal appears. If this check box is cleared, the gross margin control on service-order quotes is disabled. If this check box is cleared, the Gross Margin and Net Margin[%] are not filled in the Service Order Online Margin Control (tssoc4500m000) session. The following table lists the results of the various values:
The gross margin is calculated according to one of the following basic formulas: gross margin = (sales - cost of sales) / sales gross margin = (sales - cost of sales) / cost of sales Margin Base Indicate base on which the gross margin is calculated . Allowed values Lower Margin The percentage by which the actual sales price is allowed to be lower than the unit cost. The upper and lower margins enable you to monitor sales using gross margins. When the costs of a service order quote are calculated, if the gross margin percentage drops below this lower limit a warning message appears. Note
Upper Margin The percentage that the actual sales price can exceed the unit cost. The upper and lower margins enable you to monitor sales by means of gross margins. When the costs of a service order quote are calculated, if the gross margin percentage exceeds this upper limit, a signal is given. Note
Copy Freight Invoicing Information to Direct Return Line This setting is used to default values to the actual material lines. This field is defaulted based on the following table:
Generate Freight Order for Returns This setting is used to default values to the actual material lines. This field is defaulted based on the following table:
Number Group Field Change Orders The default number group used to identify field change orders (FCOs). Description The description or name of the code. Description The description or name of the code. Series The series for the field change orders. Description The description or name of the code. Material The default cost component for the material. Description The description or name of the code. Hours Accounting The default cost component for the hours accounting. Description The description or name of the code. Travelling The default cost component for travelling. Description The description or name of the code. Operational Company The code of the operational company to which the service office is linked. Other Costs The default cost component for other costs. Description The description or name of the code. Travel Planning Method The method that indicates whether the travel planning is based on service order header or service order activity line. Allowed values Generate Travel Lines for Service Orders If this check box is selected, Infor LN generates a travel line for the service order. Moment of Travel Line Creation The process that indicates when Infor LN creates the travel lines. Allowed values Note This field is applicable only if the Generate Travel Lines for Service Orders check box is selected. Travel Distance Lines If you select the Travel Distance Lines and the Travel Total Line for Distance and Time check box, Infor LN creates a separate cost line for traveling distance in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Service Order Resource Planning (tssoc2260m000) session. Note If you do not select the Travel Total Line for Distance and Time check box, Infor LN creates a separate cost line for traveling distance in the Service Order Actual Other Costs (tssoc2141m000) session. Travel Time Lines If you select the Travel Time Lines and the Travel Total Line for Distance and Time check box, Infor LN creates a separate cost line for traveling time in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Service Order Resource Planning (tssoc2260m000) session. Note If you do not select the Travel Total Line for Distance and Time check box, Infor LN creates a separate cost line for traveling time in the Service Order Actual Other Costs (tssoc2141m000) session. Travel Total Line for Distance and Time If this check box is selected, the following travel lines are created in the Service Order Estimated Other Costs (tssoc2140m000) session when you run the Service Order Resource Planning (tssoc2260m000) session:
If you do not select this check box, Infor LN creates a travel distance line; a travel time line or a travel callout charge line in the Service Order Actual Other Costs (tssoc2141m000) session. The cost of travel time and distance travelled is consolidated. This consolidated cost amount is invoiced to the customer as a single Travel Total Line for Distance and Time cost line. Note If, in the General Service Parameters (tsmdm0100m000) session, the value selected in the Traveling Cost Method field is None, Infor LN does not create travel cost lines when you run global SRP for a service order. Travel Call-out Charge Lines If this check box is selected, a travel call-out charge line is generated. Note This field is applicable only if the Generate Travel Lines for Service Orders check box is selected. Total Invoice If this check box is selected, and you change the service order status to Costed, Infor LN posts all actual cost lines to Invoicing simultaneously. If this check box is cleared, the actual cost lines can be separately approved and posted to Invoicing. You can use this setting if, for example, a service order takes a long time to finish and accelerated invoicing is required. You can also post the actual cost lines to Invoicing if you change the service order status or the service-order activity status to Costed. Note
Description The description or name of the code. Task Code for Travel Hours The default task code for the traveling hours when you maintain hours accounting in People. Description The description or name of the code. Default Labor Type The default labor type for normal work hours accounted to a service order in the Hours and Expenses module of People. Description The description or name of the code. Labor Line Mandatory If this check box is selected, a reference to a Service Order Labor Cost line must be specified when a line is created in the Service Order Hours (bptmm1130m000) session. Travel Line Mandatory If this check box is selected, a reference to a Service Order Other Cost line must be specified when a line is created in the Service Order Hours (bptmm1130m000) session. Searching Service Orders Based on When a new service order is registered, Infor LN searches for existing service orders. Allowed values Free If this check box is selected, a notification is received when the status of the service order is set to Free. Financial Company The code of the financial company to which the service office is linked. Planned If this check box is selected, a notification is received when the status of the service order is set to Planned. Released If this check box is selected, a notification is received when the status of the service order is set to Released. Completed If this check box is selected, a notification is received when the status of the service order is set to Completed. Costed If this check box is selected, a notification is received when the status of the service order is set to Costed. Closed If this check box is selected, a notification is received when the status of the service order is set to Closed. Canceled If this check box is selected, a notification is received when the status of the service order is set to Canceled. Rejected If this check box is selected, a notification is received when the status of the service order is set to Rejected. Signal if Credit Limit is Exceeded If this check box is selected, Infor LN signals the user if the credit limit of an invoice-to BP is exceeded. If Credit Review is Overdue If this check box is selected, Infor LN signals the user if the credit review of the invoice-to BP is overdue. Description The description or name of the code. If Invoice is Overdue If this check box is selected, Infor LN signals the user if the invoice-to BP has an overdue invoice. If Business Partner is Doubtful If this check box is selected, Infor LN signals the user if the invoice-to BP is doubtful. Block if Credit Limit is Exceeded If this check box is selected, Infor LN blocks the user if the credit limit of the invoice-to BP is exceeded. Block If Credit Review is Overdue If this check box is selected, Infor LN blocks the user if the credit review of the invoice-to BP is overdue. Block If Invoice is Overdue If this check box is selected, Infor LN blocks the user if the invoice-to BP has an overdue invoice. If Business Partner is Doubtful If this check box is selected, Infor LN blocks the user if the invoice-to BP is doubtful. Order Escalation Time The period of time after which a released emergency service order will be treated as a deferred emergency service order. For an emergency service order not yet attended by a service engineer, when the order release date/time plus the order escalation time occurs in the past, that order is treated as a deferred emergency service order. The list of such orders can be viewed using the Deferred Emergency Service Orders (tssoc2502m000) session. Effective Date The date and time from which the settings are valid. Site The default site of the service office. This site is used as the default site for manually created service orders. Last Changed By The user name of the employee who last modified the service office data. Use Global Maintenance Sales Parameters If this check box is selected, the parameters set in the Maintenance Sales Control Parameters (tsmsc0100m000) session are applied to the maintenance sales orders. If this check box is cleared,, you can set the maintenance sales order parameters specific to the service office in this session and these parameters are applied to the maintenance sales orders. Number Group Maintenance Sales Order The number group for Maintenance Sales Orders. This number group is defined in the Maintenance Sales Control Parameters (tsmsc0100m000) session. Description The description or name of the code. Series The series number for maintenance sales orders. Selected from the First Free Numbers (tcmcs0150m000) session, which will display only the unblocked Series of the number group for maintenance sales orders. Description The description or name of the code. Step Size for Line The number that defines the sequence for the successive maintenance sales order lines. For example, if you enter the value 10, the numbers assigned to successive maintenance sales order lines are 10, 20, 30, and so on. Use Coverage Calculation for Estimates If this check box is selected,, you can maintain the cost and sales amounts for the estimated coverage lines that Infor LN creates for the part maintenance lines in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session. Allow to Delete Estimates Indicate if the activity lines and the estimated coverage lines that are created before releasing a part line, can be deleted. Allowed values Note This field is enabled and set to Interactive only if the Use Coverage Calculation for Estimates check box is selected. If the check box is cleared, this field is disabled and set to Yes. Default Service Type The code of the default service type for maintenance sales orders. Description The description or name of the code. Description The description or name of the code. Service Type origin Calls The code of the default service type for maintenance sales orders generated from a call. Description The description or name of the code. Service Type origin Service Order The code of the default service type for maintenance sales orders generated from a service order. Description The description or name of the code. Service Type for Repair Warranty The code of the default service type for maintenance sales orders generated from a repair warranty. Description The description or name of the code. Default Cost Component for Other Costs The default cost component used to specify the other costs for maintenance sales orders. Description The description or name of the code. Default Pricing Method The default pricing method for the maintenance sales orders. Allowed values Warehouse The warehouse linked to the service office. Total Invoice If this check box is selected, and you change the sales order status to Costed, LN will post all coverage lines to Invoicing in one run. You can still set the coverage lines to Costed, but the posting to Invoicing is deferred until the sales order is costed. If this check box is cleared, the coverage lines can be separately approved and posted to Invoicing. This can be used if, for example, a sales order takes a long time to finish, and accelerated, partial invoicing is required. You can also post the actual cost lines to Invoicing, if you change the sales order status or the sales-order activity status to Costed. Note If the sales order status is Free or In Process, you can modify this field. Create Work Order for Part Maintenance Line The method used to create the work orders for the part lines. Allowed values Note If the Use Coverage Calculation for Estimates check box is selected, this field is set to Automatic and you cannot modify the setting. Sales Margin The percentage that is used to calculate the default sales price. Sales Price = Cost Price + (Cost Price * Sales Margin)/100 Use Margin Control If this check box is selected, margin percentage is calculated. If this check box is cleared, the gross % is disabled. The gross margin is calculated according to one of the following basic formulae: gross margin = (sales - cost of sales) / sales gross margin = (sales - cost of sales) / cost of sales Margin Base The gross margin is calculated based on the selected value. Allowed values Signal if Credit Limit is Exceeded If this check box is selected, Infor LN signals the user if the credit limit of an invoice-to BP is exceeded. If Credit Review is Overdue If this check box is selected, Infor LN signals the sales order if the credit review of the invoice-to BP is overdue. Description The description or name of the code. If Invoice is Overdue If this check box is selected, Infor LN signals the user if the invoice-to BP has an overdue invoice. If Business Partner is Doubtful If this check box is selected, Infor LN signals the user if the invoice-to BP is doubtful. Block if Credit Limit is Exceeded If this check box is selected, Infor LN blocks the user if the credit limit of an invoice-to BP is exceeded. If Credit Review is Overdue If this check box is selected, Infor LN blocks the sales order if the credit review of the invoice-to BP is overdue. If Invoice is Overdue If this check box is selected, Infor LN blocks the user if the invoice-to BP has an overdue invoice. If Business Partner is Doubtful If this check box is selected, Infor LN blocks the user if the invoice-to BP is doubtful. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for maintenance sales orders. Use Global Work Order Parameters If this check box is selected, the parameters set in the Work Order Parameters (tswcs0100m000) session are applied to the work orders. If this check box is cleared,, you can set the work order parameters specific to the service office in this session and these parameters are applied to the work orders. Number Group Work Orders Select the code that identifies the number group at company level for the Work Control System module. You can link series, which are used to identify certain types of orders, to the number group in the First Free Numbers (tcmcs0150m000) session. The work order is identified by a number that consists of the series code followed by a sequential number. If Number Group Work Order is changed the Department Parameter Number Group Work Order and Series Number Work Order must be updated. Description The description or name of the code. Series The series for the work quotes. Description The description or name of the code. Step Size for Activities The number that defines the sequence for the successive steps that must be performed for a work order activity. Note For example, if you enter the value 10, the numbers assigned to successive activities are 10, 20, 30, and so on. Step Size for Line The number that defines the sequence for the successive steps that must be performed for a work order lines. Note For example, if you enter the value 10, the numbers assigned to successive activities are 10, 20, 30, and so on. Reference Activity Mandatory If this check box is selected, all work order activities must be based on reference activities that are defined in the Activity Management module. Automatically Sign-off Work Order Activity If this check box is selected, Automatically Close Work Order If this check box is selected, Complete Activity only when all Assignments are Completed If this check box is selected, Description The description or name of the code. Service Type for Manual Work Order The default service type for work orders that are created manually. Description The description or name of the code. Material Issue Constraint The level at which, all the material can be shipped. Allowed values Default Cost Component for Material The default cost component used for the work order material lines. Description The description or name of the code. Default Cost Component for Hours Accounting The default cost component for the work order labor lines. Description The description or name of the code. Default Cost Component for Other Costs The default cost component for the work order other costs. Description The description or name of the code. Default Labor Type The default labor type for normal work hours accounted to a work order. Note Hours accounting is carried out in People. Labor Rate The code of the labor rate applicable to the work order labor lines. Description The description or name of the code. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for work orders. Use Global Parameters - Contracts If this check box is selected, the parameters set in the Contract Management Parameters (tsctm0100m000) session are applied to the contracts. If this check box is cleared,, you can set the contracts parameters specific to the service office in this session and these parameters are applied to the contracts. Group Number Service Contracts The default number group for service contracts. Description The description or name of the code. Series The series for the service contracts. Description The description or name of the code. Step Size for Contract Term Number The number that defines the sequence for the successive contract coverage terms and cost terms. For example, if you enter the value 10, the numbers assigned to successive contract coverage terms or cost terms are 10, 20, 30, and so on. Step Size for Contract Configuration Line The number that defines the sequence for the successive contract configuration lines. For example, if you enter the value 10, the numbers assigned to successive contract configuration lines are 10, 20, 30, and so on. Description The description or name of the code. Number of Contract Copies The number of extra contract copies printed in the Print Service Contract Documents (tsctm3400m000) session. Use Prices in Service Contracts If this check box is selected, sales prices can be defined on the service contract configuration line. Note By default, the field is not checked. Default Contract Type The default contract type used for the service contract that can be generated automatically or manually. Description The description or name of the code. Default Contract Template The default contract template used when generating a service contract from the after sales service integration. Description The description or name of the code. Create Service Contract If this check box is selected, a service contract is generated when the After Sales Service lines are processed. Group Number Contract Quotes The default number group for service-contract quotes. Description The description or name of the code. Series The series for the service quotes. Calendar The code of the calendar. Description The description or name of the code. Step Size for Quote Term Number The number that defines the sequence for the successive quote coverage terms and cost terms. For example, if you enter the value 10, the numbers assigned to successive quote coverage terms or cost terms are 10, 20, 30, and so on Step Size for Quote Configuration Line The number that defines the sequence for the successive quote configuration lines. For example, if you enter the value 10, the numbers assigned to successive quote configuration lines are 10, 20, 30, and so on. Contract Quote xxx Days Valid The number of days determines the (default) expiry date of a newly defined service-contract quote. Number of Quote Copies The number of extra quote copies printed in the Print Contract Quote Documents (tsctm2400m000) session. Recognize Revenue Determines the method by which the revenue recognition process is to be handled. Select either of the following:
Revenue Recognition Based on The method used for revenue recognition. Allowed values Recognize Revenue per Configuration If this check box is selected, revenue cognition is done per configuration of the contract. This will give additional information as to how much each of the configurations under the contract is contributing to the total revenue. If this check box is cleared, revenue recognition is done for the contract as a whole. Description The description or name of the code. Installment Template The code that identifies the installment template. Note This template is used as the default for both the Service Contract and Contract Quote headers, if the Define Installment Template per Configuration check box is cleared. This template is used as the default for configuration lines as well, in case the Define Installment Template per Configuration check box is selected, provided the contract does not have the installment template specified. Description The description or name of the code. Define Installment Template per Configuration If this check box is selected, the installment template is specified for every configuration line that has coverage terms linked. Note
Step Size for Installments The number that defines the sequence for the successive installments. For example, if you enter the value 10, the numbers assigned to successive installments are 10, 20, 30, and so on. Contract Gross Margin Control If this check box is selected, the gross margin calculation is performed. If the margin exceeds the lower or upper limit a warning appears. Only if gross margin control is implemented, attributes related to gross margin are applicable. Note If the Gross Margin check box is selected, the Gross Margin Base, Lower Margin and Upper Margin fields must be filled. Performance aspects The setting of this field could affect system performance and database growth. For more information, refer to Unused concepts in Service Gross Margin Base Select whether the gross margin is calculated based on the sales value or on the cost of sales. Lower Margin If the gross margin calculation exceeds this limit, LN gives a warning. Allowed values A percentage that is greater than zero. Upper Margin If the gross margin calculation exceeds this limit, LN gives a warning. Note
Service Department Type The type of the department. Select service department in case of a service order. Allowed values Note After you save the department information, you cannot edit the field. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for contracts. Use Global Quotes Parameters If this check box is selected, the parameters set in the Service Quote Parameters (tsepp0100m000) session are applied to the quotes. If this check box is cleared,, you can set the quotes parameters specific to the service office in this session and these parameters are applied to the quotes. Maintenance Sales Quote The number group of the maintenance sales quotes that LN uses. Description The description or name of the code. Series The series for the service quotes. Description The description or name of the code. Maintenance Sales Quote Request The default number group for the quote requests. Note
Description The description or name of the code. Main Department If in the Service Department Type field you select Subservice Department, in this field you must give the code of the Main Service Department to which it belongs. If you select the Main Service Department in the Department type field, this field is disabled. Series The series for the service quote requests. Description The description or name of the code. Step Size for Quote Line The number that defines the sequence for the successive quote lines. For example, if you enter the value 10, the numbers assigned to successive quote lines are 10, 20, 30, and so on Step Size for Quote Cost Line The number that defines the sequence for the successive quote cost lines. For example, if you enter the value 10, the numbers assigned to successive quote cost lines are 10, 20, 30, and so on Quote Duration The number of days for which the maintenance sales quote is effective. LN uses the quote duration to calculate the expiry date of the quote. Proposal Method The method LN uses to calculate the invoice amount. Allowed values Use Revisions for Quotes If this check box is selected, revisions are applicable for quotes. Use Quote Requests for Maintenance Sales If this check box is selected, Infor LN generates the quote requests for the related objects. Effective Date The date and time from which the settings are valid. Description The description or name of the code. Last Changed By The user name of the employee who last modified the settings for quotes. Use Global Claim Parameters If this check box is selected, the parameters set in the Claim Management Parameters (tscmm0100m000) session are applied to the claims. If this check box is cleared,, you can set the claims parameters specific to the service office in this session and these parameters are applied to the claims. Number Group Customer Claim The number group used for new customer claims. Description The description or name of the code. Series The series for the service customer claims. Description The description or name of the code. Step Size Customer Claim Line The number that defines the sequence for the successive customer claim handling lines. For example, if you enter the value 10, the numbers assigned to successive claim lines are 10, 20, 30, and so on. Service Type Customer Claim The code of the default service type. Description The description or name of the code. Use Estimates in Customer Claim If this check box is selected, LN considers estimates to calculate the supplier claims. Use Inspections in Customer Claim If this check box is selected, LN implements service inspections for the customer claims. Total Invoice for Customer Claim If this check box is selected, LN releases all the claim lines to Central Invoicing when the claim Status is set to Approved. If this check box is cleared, the claim lines are released to Central Invoicing individually, when the customer claim Line Status is Approved. Customer Claim Approval Transaction If this check box is selected, Infor LN indicates that the customer claim approval transaction must be created for the customer claim line. Note
Serial Status Receipt Customer Claim The default serial status of the serialized items when the item is returned by a customer. Allowed values Note By default, LN sets the value as Defective. However, you can change the value. Number Group Supplier Claim The number group for new supplier claims. Description The description or name of the code. Series The series for the service supplier claims. Description The description or name of the code. Step Size Supplier Claim Line The number that defines the sequence for the successive supplier claim handling lines. For example, if you enter the value 10, the numbers assigned to successive claim lines are 10, 20, 30, and so on. Service Type Supplier Claim The code of the service type for the supplier claim. Description The description or name of the code. Use Estimates in Supplier Claim If this check box is selected, LN consider estimates to calculate the supplier claims. Use Inspection in Supplier Claim If this check box is selected, LN implements service inspections for the supplier claims. Total Invoice for Supplier Claim If this check box is selected, LN releases all the claim lines to Central Invoicing when the claim Status is set to Approved. If this check box is cleared, the claim lines are released to Central Invoicing individually, when the supplier claim Line Status is Approved. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for claims. Use Global Service Plannings Parameters If this check box is selected, the parameters set in the Service Planning Parameters (tsspc0100m000) session are applied to the planned activities. If this check box is cleared,, you can set the planned activities parameters specific to the service office in this session and these parameters are applied to the planned activities. Number Group for Planned Activities The default number group for planned activities. Description The description or name of the code. Series The series for the service planned activities. Description The description or name of the code. Number Group The number group. The series from this number group is used to create travel rate books. Note For the specified number group, the Dedicated for field must be set to Service or Not Applicable in the Number Groups (tcmcs0151m000). Description The description or name of the code. Series The series based on which the travel rate books are created. Note This field is enabled only if the Number Group is specified. Description The description or name of the code. Step Size for Activities The number that defines the sequence for the successive planned activities. For example, if you enter the value 10, the numbers assigned to successive planned activities are 10, 20, 30, and so on Number Group for Territory Planning The default number group for territory planning. Description The description or name of the code. Series The series for the territory planning group number. Description The description or name of the code. Number of Visits per Day The average number of visits a service engineer can perform in one day. / The unit in which the number of visits per day is expressed. Number Group for Maintenance Scenarios The default number group for maintenance scenarios. Description The description or name of the code. Series The series for the maintenance scenarios group number. Description The description or name of the code. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for planned activities. Use Global Mobile Service Parameters If this check box is selected, the parameters set in the Mobile Service Parameters (tssoc0102m000) session are applied to the mobile field service. If this check box is cleared,, you can set the mobile field service parameters specific to the service office in this session and these parameters are applied to the mobile field service. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for mobile field service. Use Global Pricing Parameters If this check box is selected, the parameters set in the Pricing Parameters (tdpcg0100m000) session are applied to the price books. If this check box is cleared,, you can set the price books parameters specific to the service office in this session and these parameters are applied to the price books. Update Default Service Price Book If this check box is selected, the default service price book is automatically updated when a sales price is changed. Default Service Price Book The default price book used in Service. Description The description or name of the code. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the settings for pricing. Field of Support Indicates the type of service that is provided by the service department. Allowed values Internal Sales Representative The code of the default sales representative, for the service department, which is selected from the Employees - General (tccom0101m000) session. Note If the Service Type is Internal, this field is not applicable. The sales representative's Department Type must be Sales Office or Service Department. Description The description or name of the code. Tax Code The default tax code that is used by the service department to create service orders, service order quotes, contracts, and contract quotes. Description The description or name of the code. Site Incoming Parts The site of the service office for the incoming parts. Description The description or name of the code. Location Incoming Parts The service department's location for incoming parts. Note
Description The description or name of the code. Site Outgoing Parts The site of the service office for the outgoing parts. Description The description or name of the code. Warehouse Incoming Parts The code of the warehouse for incoming parts. Description The description or name of the code. Location Outgoing Parts The service department's location for outgoing parts. Note
Description The description or name of the code. Warehouse Outgoing Parts The code of the warehouse for outgoing parts. Description The description or name of the code. Queue Time Work Center The amount of time that an order remains at a work center before setup, or work is performed. Description The description or name of the code. Take Cost Rate of Operations Department If this check box is selected, corresponding costs and sales rates of the department are retrieved when orders are processed. Use Global Service Parameters If this check box is selected, the parameters set in the General Service Parameters (tsmdm0100m000) session are applied to the service data. If this check box is cleared,, you can set the service parameters specific to the service office in this session and these parameters are applied to the mobile service data. 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
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:
The base price is stored in price books. Following are the options to retrieve the sales price of a material item:
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 Discount is applied on the Total sales amount before coverage. Invoice Amount = Total Sales – Discount amount or percentage - (Contract Coverage – Warranty – Order Quote - FCO – Other) Apply Discounts After Coverage Invoicing Amount = Total Sales – (Contract Coverage – Warranty – Order Quote - FCO – Other) Discount is applied on the Invoice amount. Invoice Amount = Invoicing amount – Discount amount or percentage Note
Traveling Cost Method The method that is used to calculate traveling expenses. If you select None
Distance Unit The unit for distances that is used in Service. Description The description or name of the code. Currency Sales Price The currency in which the sales rate is expressed in Service. Description The description or name of the code. Default Value for Print on Invoice The print options for the cost line when the invoice amount is zero. Note
Default Invoice Line Status The default status for the invoice line. Standard Cost The cost rate for the traveling time. Description The description or name of the code. Standard Sales Price The sales rate for the traveling time. Standard Cost The company's reference currency that is defined in the Companies (tcemm1170m000) session. Standard Sales Price The sales price of the traveling distance. 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. Effective Date The date and time from which the settings are valid. Last Changed By The user name of the employee who last modified the master data settings. Use Global Service Order Parameters If this check box is selected, the parameters set in the Service Order Parameters (tssoc0100m000) session are applied to the service orders. If this check box is cleared,, you can set the service order parameters specific to the service office in this session and these parameters are applied to the service orders. Number Group Service Orders The code of the number group used to identify service orders. Description The description or name of the code. Series The series for the service orders group number. Description The description or name of the code. Step Size for Activity The number that defines the sequence for the successive service order activities. For example, if you enter the value 10, the numbers assigned to successive service order activities are 10, 20, 30, and so on Step Size for Line The number that defines the sequence for the successive service order activity lines. For example, if you enter the value 10, the numbers assigned to successive service order activity lines are 10, 20, 30, and so on Complete Activity only when all Assignments are Completed If this check box is selected, the service order activity status can be set to Completed only if the linked assignments are completed. Completion of Service Order Specify how the service order must be completed. Allowed values If you select the option Interactive, a question is displayed when you set the last activity line or the last cost line of the service order to Completed status. If you select the option Automatic or Manual, the question is not displayed Costing of Service Order Specify how the service order must be costed. Allowed values Default value Interactive Canceling of Service Order Specify how the service order must be canceled. Allowed values Default value Interactive If you select the option Interactive, a question is displayed when you cancel the last activity line or the last cost line of the service order. If you select the option Automatic or Manual, the question is not displayed Use Coverage Calculation for Estimates If this check box is selected, you can maintain the discount, cost and sales amount for the estimated cost lines that Infor LN creates for the service order cost lines, before the related order or the activity is released. Note You cannot clear this check box, if estimated cost lines exist for a service order that has the status set to Free. Allow to Delete Estimates Indicate if the cost lines for which the Estimated Cost Line check box selected in the cost lines session, can be deleted. Allowed values Note This field is enabled and set to Interactive only if the Use Coverage Calculation for Estimates check box is selected. If the check box is cleared, this field is disabled and set to Yes. Number Group Service Order Quotes The code of the number group used to identify service order quotes. Use Quote Requests for Service Orders If this check box is selected, Infor LN generates quote requests for service orders. Note This field is displayed only if:
Service Order Quote The default number group for the service order quotes. Note
Description The description or name of the code. Series The default series for the service order quotes. Note
Description The description or name of the code. Service Order Quote Request The default number group for the service order quote requests. Note
Description The description or name of the code. Series The default series for the service order quote requests. Note
Description The description or name of the code.
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