Setting reference activities and master routing data by site and service office

You can define the reference activities and master routing data specific to a site or a service office.

Setting the reference activities data by site

You can set the site specific reference activities data in the Reference Activities by Site (tsacm1102m000) session.

Note

This session is displayed only if the Sites field is set to Active or In Preparation in the Implemented Software Components (tccom0100s000) session.

If the Reference Activity by Site is Mandatory check box is selected in the Activity Management Parameters (tsacm0100m000) session, Infor LN defaults this data from the Reference Activities (tsacm1101m000) session, based on the selected reference activity:

  • The reference activities data.
  • The related Resource Requirements, Subassemblies, Required Skills and Cost Overview data.

To modify the defaulted data, you must clear the Use Global Definition check box in the Reference Activities by Site (tsacm1102m000) session.

Note
  • If the Use Global Definition check box is selected, the data (if modified) in the Reference Activities (tsacm1101m000) session, is synchronized with the data in the Reference Activities by Site (tsacm1102m000) session, and you cannot modify this data.
  • Infor LN selects the Use Global Definition check box if the Reference Activity by Site is Mandatory check box is selected in the Activity Management Parameters (tsacm0100m000) session.

When a reference activity is deleted in the Reference Activities (tsacm1101m000) session, Infor LN deletes the reference activity data defined for a site in the Reference Activities by Site (tsacm1102m000) session. However, if the Reference Activity by Site is Mandatory check box is selected in the Activity Management Parameters (tsacm0100m000) session, you can delete a reference activity only when all the orders, to which the reference activity is linked, are closed or cancelled.

Setting the master routing data by site

You can set the site specific master routing data in the Master Routings by Site (tsacm1102m200) session.

Note

This session is displayed only if the Sites field is set to Active or In Preparation in the Implemented Software Components (tccom0100s000) session.

If the Master Routing by Site is Mandatory check box is selected in the Activity Management Parameters (tsacm0100m000) session, Infor LN defaults this data from the Master Routings (tsacm1101m100) session, based on the selected master routing:

  • The master routings data.
  • The related Operations and Cost Overview data.

To modify the site specific data, you must clear the Use Global Definition check box in the Master Routings by Site (tsacm1102m200) session.

Note
  • If the Use Global Definition check box is selected, the data (if modified) in the Master Routings (tsacm1101m100) session is synchronized with the data in the Master Routings by Site (tsacm1102m200) session, and you cannot modify this data.
  • Infor LN selects the Use Global Definition check box if the Master Routing by Site is Mandatory check box is selected in the Activity Management Parameters (tsacm0100m000) session.

When a master routing is deleted in the Master Routings (tsacm1101m100) session, Infor LN deletes the master routing data defined for a site in the Master Routings by Site (tsacm1102m200) session. However, if the Master Routing by Site is Mandatory check box is selected in the Activity Management Parameters (tsacm0100m000) session, you can delete a master routing only when all the orders, to which the master routing is linked, are closed or cancelled.

Setting the data by service office

The service office specific data for reference activities and master routings can be set in:

  • The Reference Activities by Service Office (tsacm1102m100) session
  • The Master Routings by Service Office (tsacm1102m300) session

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