After Sales Service (tstdm5600m000)

Use this session to view the details the object for which the after sales actions must be executed. You can also view the default values for the actions defined for the After Sales Service lines. The objects are:

  • Sales Order
  • Sales Quote
  • Contract Deliverable

 

Object Type

The type of object to which the After Sales Service instance is linked.

Allowed values

Business Object

The business object to which the After Sales Service instance is linked such as a Sales Order, Quote or a Project.

Contract Line

The line number of the originating contract deliverable line.

Sales Office

The code of the sales office linked to the related sales order, sales quote or the contract deliverable.

Description

The description or name of the code.

Internal Sales Representative

The internal sales representative who sells the item.

Description

The description or name of the code.

Sold-to Business Partner

The sold-to business partner to whom the item is sold.

Description

The description or name of the code.

Process to Service

If this check box is selected, the After Sales Service lines must be updated to Service.

Note

This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.

Create Physical Breakdown

If this check box is selected, a physical breakdown structure is created for the After Sales Service lines.

Note

This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.

Physical Breakdown Source

The source based on which the new physical breakdown structure is created.

Note

This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.

Service Office

The code of the service department linked to the After Sales Service action.

Note

This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.

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:

  • Item
  • Sold-to Business Partner
  • Delivery Date
  • Warranty Template
Note
  • This value is defaulted from the General Service Parameters (tsmdm0100m000) session. If the Sites field is set to Active or In Preparation in the Implemented Software Components (tccom0100s000) session, this value is defaulted from the Service Offices (tsmdm1100m100) session.
  • The standard defaulting method is used to default the other values in the Items - Service Business Partner (tsmdm2130m000) session.
  • Infor LN displays an error message, if a record already exists 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.
Link to Installation Group

If this check box is selected, the after sales lines created for the business object are linked to an installation group during the processing.

Installation Grouping Criteria

Indicates the criteria to group the After Sales Service lines into an installation group.

Matching Installation Group

Series for Installation Groups

The series used to create an installation group. The After Sales Service lines are linked to this installation group during the processing.

Installation Group

The installation group to which the item is linked.

Note

LN defaults this value to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.

Description

The description or name of the code.

Create Service Contract

If this check box is selected, a new service contract is created when the After Sales Service lines are processed.

Note
  • This value is defaulted from the Contract Management Parameters (tsctm0100m000) session.
  • This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.
Series for Service Contract

The series used to generate a service contract.

Note
  • This value is defaulted from the Number Group field on the Service Contract tab in the Contract Management Parameters (tsctm0100m000) session.
  • This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.
Contract Template

The code of the contract template used to generate the service contract.

Note
  • This value is defaulted from the Default Contract Template field in the Contract Management Parameters (tsctm0100m000) session.
  • You can select a contract template for which the Service Office is not specified in the Contract Templates (tsctm0150m000) session. If specified, the service office must be same as the Service Office specified in this session.
  • This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.
Description

The description or name of the code.

Contract Line Configuration

The context based on which the contract configuration lines must be generated.

Note

LN defaults this value to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.

Contract Type

The default contract type used for the service contract.

Note
  • This value is defaulted from the Contract Management Parameters (tsctm0100m000) session.
  • You must specify this value if the Create Service Contract check box is selected.
Description

The description or name of the code.

Warranty Template

The warranty template used for the service item data or service serialized item.

Note
  • You can use only the warranty template of the type Own or Non Specific Warranty.
  • This value is defaulted to all the After Sales Service lines linked to the business object in the After Sales Service Lines (tstdm5101m000) session.
Description

The description or name of the code.

 

Process

Processes the After Sales Service lines.