Maintenance Sales Order (tsmsc1100m100)

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.

The satellite sessions are displayed only if user profile is defined for the current user in the Service User Profiles (tsmdm1150m000) session.

Use the Order - Lines - Synchronization option to synchronize the modified header data with the lines data.

For more information on displaying the various satellite sessions for this MMT session, refer to:

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.

You can carry out a number of tasks in this session.

  • View, create and maintain the part lines for the maintenance sales order.
  • View, create and maintain cost lines.
  • View, create and maintain blocking reasons.
Actions on the appropriate menu

On the appropriate menu, choose:

  • Insert in Details, to add a new maintenance sales order.
  • Part Maintenance Lines, to show only the lines that relate to item deliveries.
  • Part Receipt Lines, to show only the lines that relate to item receipts.
  • Pro Forma Invoices, to print the pro forma invoice.
  • Cost, to set the maintenance sales order status to Costed.
  • Cancel..., to start the Cancel Maintenance Sales Order - Item Line (tsmsc1210m000) session.
  • Close..., to start the Close Maintenance Sales Orders (tsmsc1200m000) session.

 

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.

Sold-to Business Partner

The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department.

The agreement with the sold-to business partner can include:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Customer Order Reference

The order number used by the customer.

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.

Internal Sales Representative

An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics.

Default value

The employee associated with the logon code of the user who enters the order.

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 type from which the maintenance sales order originates. This value is defaulted from the Maintenance Sales Control Parameters (tsmsc0100m000) session.

Note

You can define Issue and Receipt warehouse order type for a service type in Service Types (tsmdm0130m000) session. When a warehouse order is created for a maintenance sales order - lines, LN selects WarehouseOrder Typefor Issue or WarehouseOrder Typefor Receipt defined for the service type.

Incase Issue and Receipt warehouse order type for the service type is not defined, LN selects the default Warehousing Order Type defined in Default Order Types by Origin (whinh0120m000) session.

Start Time

The scheduled start date and time of the order.

Finish Time

The scheduled finish date and time of the order.

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.

Ship-to BP

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.

Invoice-to BP

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.

Financials
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
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.

Order Currency

The currency in which the sales order is transacted.

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).

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.

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 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.

Pay-by BP

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.

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.

Quotation

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

Description

The description or name of the code.

Receipt Delivery Terms

Receipt Point of Title Passage

Delivery Terms

The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents.

Related topics

Description

The description or name of the code.

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 line. The line status is set to Released.

Insert in Details

Creates a new maintenance sales order.

Start Pro forma Workbench

Use this option to print the pro forma invoice.

Cost

Sets the maintenance sales order line status to Costed.