Owner vs User

When you execute the service activities for calls, service order, maintenance sales order and customer claims, the invoice is received by the owner (the sold-to business partner) of the serialized item. However, It must be possible to invoice one of these parties involved in the service activities such as the owner, the user, and the dealer instead of invoicing the owner of the serialized item.

Configuration Management

• Installation Groups and Serialized Items

  To implement this functionality, the following fields are added to the Installation Group session and the Serialized Items (tscfg2100m000) session:

  • Owner
  • Dealer
  • In Use-by
  • Supplier

  The Default Business Partner for Order field is added to define the business partner role used as the default Sold-to BP for the order, at the time of generating the call, customer claim, service or maintenance sales order.

  The business partners specified in the Installation Group or Serialized Items (tscfg2100m000) can only be used as the sold-to business partner for an order if the Sold-to role is defined for the business partner.

  The role, Owner and Dealer are of type Sold-to BP. The role, In Use-by is of type Business Partner and the Supplier role is of type Buy-from Buy-from Business Partner. If the value of the Default Business Partner for Order is set to In Use-by or Supplier, LN checks whether the related business partners have the sold-to role defined.

• Synchronizing BP roles in Physical Breakdown Structures

  The owner of all the serialized items in a PBS and the owner linked to an installation group, is the same, and if the Owner is changed, all the serialized items in the PBS are also updated. The Owner can only be changed at the highest level, of the PBS.

  The In Use-by related fields are updated to all serialized items on a lower level in the PBS. You can modify the In Use-by at all the levels in the PBS.

  The In Use-by, Dealer and Supplier related fields have to be synchronized manually. When you manually change the Dealer, Supplier and In Use-by related fields, LN prompts you to confirm that the serialized item lower in the structure must be updated with these values.

  If the Owner is not specified, all the Owner and In Use-by related fields in the PBS, are cleared.

• Service Order Parameter ‘Ship Materials To’

  The material required to perform the service order activity is normally shipped to the ship-to address of the ship-to BP or to the location address of the order/activity (The location address is defaulted from the Installation Group or Serialized Item).

  The service order material is shipped to the ship-to address of the order or to the location address of the order/activity based on the value specified in the Ship Materials To field in the Service Order Parameters (tssoc0100m000) session.

  The sold-to BP specified for the order can be different from the Owner (sold-to BP) specified on the Installation Group or Serialized Item. So, it must be possible to ship the material by default, to one of the addresses linked to the roles defined for the Installation Group or the Serialized Item.

  The Ship Materials To domain is extended with the following values:

  • Ship-to BP Address
  • Location Address
  • Owner Address
  • In-Use-by BP Address
  • Dealer Address

• Handling of customer owned items

  When an installation that is not owned by the Sold-to BP of that installation is serviced, you are allowed to use the sold-to business partner or installation owner for the warehouse receipt or issue if the following check boxes are selected in the SO, MSO or WO parameter sessions:

  • Allow to use Installation Owner instead of Sold-to BP on issue
  • Allow to use Sold-to BP instead of Installation Owner on receipt

• Receipt of customer owned serialized items

  During the receipt of a customer owned serialized item, the owner of the serialized item is updated.

  If the item is received as company owned, the Owner field is cleared. If the item is received as customer owned, the Owner of the item in the inventory can be different from the Owner of the serialized item.

  A new parameter Keep existing Installation Owner on Receipt is added to the SO, MSO or WO parameter sessions. If this check box is selected, Owner of the serialized item and the Owner in inventory are same.