Maintenance Sales Orders (tsmsc1100m000)

Use this session to create and modify maintenance sales orders.

Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse:

  • Related To:
    Starts the Graphical Browser Framework that displays the orders which originate from the current order.
  • Related From:
    Starts the Graphical Browser Framework that displays the orders that originate from the specific order.

Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:

  • View Details:
    Use this option to view the details of the related order.
  • Reverse Tree:
    Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode.
Note
  • Use the Recalculate Price/Discounts Entire Order option to retrieve the default sales price for the maintenance sale order from the service contract. This option is disabled if the sales price of the part line and the related coverage lines cannot be modified.
  • Use the Order - Lines - Synchronization option to synchronize the modified header data with the lines data.

You can use the Estimated Coverage Lines option to view the estimated coverage lines created for the selected maintenance sales order.

Note
  • This option is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
  • This option is enabled only if the estimated coverage lines exist for the selected maintenance sales order.
Pro Forma Invoicing

To create pro forma invoice for the maintenance sales order, you can use the Process Maintenance Sales Pro Forma Invoices option from the Action menu. The Process Maintenance Sales Pro Forma Invoices (tsmsc2291m000) session is displayed wherein you can select the coverage lines based on the cost type, and process the pro forma invoice for the maintenance sales order and the selected type of coverage lines linked to the maintenance sales order.

To view the Pro Forma Invoicing Workbench (cisli3640m000), you can use the Pro Forma Invoices from the Reference menu.

 

Maintenance Sales Order

The number used to identify the maintenance sales order.

If you create a sales order in the details session, LN generates a number based on the series selected.

Description

The description of the maintenance sales order.

Order Status
Order Date

The date and time that the sales order was entered in LN.

Business Partner

sold-to business partner.

Note
  • Infor LN defaults the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session based on the value set for the Default Business Partner for Order field in the Serialized Items (tscfg2100m000) session.
  • Following is the search criteria:
    1. serialized item
    2. installation group
Address

The BP's address code.

Note
  • Infor LN defaults the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session based on the value set for the Default Business Partner for Order field in the Serialized Items (tscfg2100m000) session.
  • Following is the search criteria:
    1. serialized item
    2. installation group
    3. address of the Sold-to BP
Contact Person

The BP's contact's code.

Note
  • This field is defaulted with the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session .
  • Following is the search criteria:
    1. serialized item
    2. installation group
    3. contact of the Sold-to BP
Customer Order Number

The order number used by the customer.

First Invoice Reference

Any further reference information about the business partner that you wish to include with the sales order.

Note

You can only maintain this field if the sold-to BP field is filled in, and the order status is Free or In Process.

Second Invoice Reference

Any further reference information about the business partner that you wish to include with the sales order.

Note

You can only maintain this field if the sold-to BP field is filled in, and the order status is Free or In Process.

Item
Installation Group

The installation group. The value in the Sold-to Business Partner of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the Installation Groups (tsbsc1100m000) session, based on the Default Business Partner for Order field in the Installation Groups (tsbsc1100m000) session.

Note
  • If the value in the serialized Item field is specified, the installation group must be the Installation Group of the serialized item defined in the Serialized Items (tscfg2100m000) session.
  • The value in this field can not be modified if the value of the Sold-to Business Partner field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originated from a quote or a call or service order material line.
  • Infor LN defaults this value for the part maintenance lines.
Description

The description or name of the code.

Item

The service item.

Note
  • The item must be a service item.
  • The value in this field can not be modified if the value of the Sold-to Business Partner field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originated from a quote or a call.
  • Infor LN defaults this value for the part maintenance lines.
  • If the Items Service by Office is Mandatory check box is selected in the General Service Parameters (tsmdm0100m000) session, you can only select an item that is linked to the specified Service Office. The service items are linked to the service office in the Items - Service by Service Office (tsmdm2120m000) session.
Serial Number

The item code of the serialized item. The value in the Sold-to Business Partner of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the Installation Groups (tsbsc1100m000) session.

Note
  • The Status of the selected serial number must be set to Active or Working Condition or Defective in the Serialized Items (tscfg2100m000) session.
  • The value in this field can not be modified if the value of the Sold-to Business Partner field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originates from a quote or a call or a service order material line.
  • If the Installation Group field is specified, Infor LN defaults the serial number of the installation group defined in the Serialized Items (tscfg2100m000) session.
  • Infor LN defaults this value for the part maintenance lines.
Service Office

The service office description.

Service Office

A department that consists of one or more persons and/or machines with identical capabilities, that can be considered as one unit for the purposes of service and maintenance planning.

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

Description

The description or name of the code.

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.

Description

The description or name of the code.

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.

Description

The description or name of the code.

Internal Sales Representative

A trained technician who carries out the service activities within his/her own organization or on the customer's location.

Default value

The employee associated with the login of the user who enters the order.

Sales Representative

The full name of the service engineer.

Search Key

An alternative form of a description used for convenience during searching. A search key is usually an abbreviation, an acronym, or a mnemonic alternative to a full description.

Service Type

The service order type that maintenance sales order has originated from. This value is defaulted from the MSC parameters.

Note

The value in this field is defaulted from the Service Type for Repair Warranty field if the serialized item is covered by repair warranty. Else, the value is defaulted from the Default Service Type field specified in the Maintenance Sales Control Parameters (tsmsc0100m000) session.

Service Type

The description of the service order type.

Start Time

The scheduled start date and time of the order.

Finish Time

The scheduled finish date and time of the order.

Blocked

If this check box is selected, the maintenance sales order is blocked.

Note
  • If a maintenance sales order is blocked, the work orders for its item lines are also blocked.
  • You can define the conditions for blocking an order in the Maintenance Sales Control Parameters (tsmsc0100m000) session. If you have selected any blocking conditions, LN performs blocking checks on a sales order each time you change the order status.

Blocking Indicator is filled automatically by the system on finding an active blocking condition.· This functionality is based on the options set in the MSC parameters. Blocked Order cannot be processed further until the blocking is released.

Order Text

If this check box is selected, a text is present.

Related topics

Use Coverage Calculation for Estimates

Indicates that you can maintain the cost and sales amounts for the estimated coverage lines that LN creates for the part maintenance lines linked to the selected maintenance sales order. The estimated coverage lines are created in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session.

Note

This value is defaulted from the Maintenance Sales Control Parameters (tsmsc0100m000) session and you cannot modify this value.

Appointment

If this check box is selected, the start time and the finish time for the sales order are defined in an appointment.

Note

If the order execution times are fixed by an appointment, the work orders created for the maintenance sales order will get more priority in the Work Control System module.

The checkbox is cleared when the ATP check is performed and there is a changed in the planned start time.

Related topics

Line of Business

The line of business of the sold-to business partner.

Default value

The line of business specified for the sold-to business partner in the Sold-to Business Partners (tccom4510m000) session.

Note

You can only maintain this field if the order status is Free or In Process, and the Business Partner field is filled in.

Description

The line of business description.

Sales Area

Areas.

Note

This value is defaulted from the Sold-to Business Partners (tccom4510m000) session.

Sales Price List

The code of the price list that is linked to the business partner, and is used to determine the item's price.

Default value

The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session.

Sales Price List

The sales price list description.

Business Partner

The business partner to whom you ship the ordered goods. This usually represents a customer's distribution center or warehouse. The definition includes the default warehouse from which you send the goods, the carrier who carries out the transport, and the related sold-to business partner.

Address

The BP's address code.

Contact Person

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Business Partner

The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner.

Address

The BP's address code.

Street

Address details.

Contact Person

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Payment Terms

Agreements about the way in which invoices are paid.

The payment terms include:

  • The period within which invoices must be paid.
  • The discount granted if an invoice is paid within a given period

The payment terms allow you to calculate:

  • The date on which the payment is due
  • The date on which the discount periods expire
  • The discount amount
Payment Terms

The description of the payment terms.

Late Payment Surcharge

The percentage that is charged over the goods amount or over rendered services that the recipient of the invoice must pay if the invoice is not paid within a specified period.

Payment Method

Payment method.

Note

This value is defaulted from the Invoice-to Business Partners (tccom4512m000) session.

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.

Default value

Selected.

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.

Invoice Text

If this check box is selected, it indicates that some text with further invoicing details is available.

Related topics

Quote

The quote number. The maintenance sales order is linked to the given quote number.

Revision

The revision number of the Contract Quote to which the maintenance sales order is linked.

Note
  • This field is displayed only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.
  • This value is defaulted from the Quotes (tsepp1100m000) session.
Order Currency

The currency in which the sales order is transacted.

Order Currency

The currency description.

Exchange Rate Type

A way to group currency exchange rates. You can assign different currency exchange rates to different invoice-to business partners and/or to different types of transactions (purchase, sales, and so on).

Exchange Rate Type

The description of the exchange rate type.

Rate Determiner

The method to decide which date is used to determine the exchange rates.

During the composing process, all amounts in foreign currencies are converted to the home currency, based on the determined exchange rate.

Business Partner

The business partner from whom you receive payments. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, the customer's bank relation, the type of reminders you send to the business partner, and the frequency of sending reminders.

Address

The BP's address code.

Contact Person

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

House Number

Address details.

Address

Address details.

Address

Address details.

Address

Address details.

Address

Address details.

Conformance Reporting

The code of the conformance reporting linked to the item.

Description

The description or name of the code.

Problem Solving Method

The method used to solve the problems related to the item.

 

Release

Click to release the maintenance sale order. The Order status is set to Released. You must first release the order and then perform further transactions.

Cost

Sets the maintenance sales order status to Costed.

Recalculate Price/Discounts Entire Order

Defaults the sales price on the part line and on the related coverage lines. This option is disabled if the change of sales price in not allowed on the part line and on the related coverage lines.