Master Data Setup (SOC)

Service Order Control setup sessions

Enter the Service Order Control data in the following sessions:

• Set parameters in the Service Order Parameters (tssoc0100m000) session.
• Define reference activities in the Reference Activity session.
• Define activity groups in the Activity Groups (tsacm0110m000) session.
• Define checklists in the Checklists (tsmdm0140m000) session.

Service Order Parameters

Use the Service Order Parameters (tssoc0100m000) session to define Service Order Control settings.

General

The number group for service orders and service quotations. This number group defines the available series numbers that can be used. You can also activate gross margin control, and set upper and lower margins based on cost of sales or sales.

Orders

The number group for service orders and service quotations. This number group defines the available series numbers that can be used. In addition to defining number groups for service orders and service-order quotations, you can define number groups for costing sheets and field change orders. You can set up the default service type and cost component that are used, when calls are transferred to service orders.

Blocking

You can set parameters for service order blocking and signaling. If the associated check boxes are selected, LN carries out the blocking functionality when the order status changes to Planned or Released. The blocking functionality is also carried out each time a new service order is created. You can set blocking and signaling parameters for any of the following conditions:

Costing

The Costing tab enables you to define what costs your organization uses, the cost component that is used for capturing those costs, and the default used by hours accounting when dealing with travel time. The Generate Return Deliveries area is used to handle goods that were issued to the service order, but were not consumed. Service generates return deliveries based on the delivery types selected.

Reference Activity

Use the Reference Activity session to define reference activities. Reference activities are defined in a library of activities, and can be linked to service orders, either manually or by means of maintenance concepts. If you define reference activities, you can link material, labor, and other requirements used during execution of the activity. When the activity is linked to a service order, defaults such as the reference activities’ material and labor, are loaded on the service order. In addition, you can enter the Installation group and serialized item to which the activity applies.

Activity Groups

Use Activity Groups (tsacm0110m000) session to maintain reference activity groups. You can use reference activity groups to select reference activities in printing or processing sessions.

Checklists

Use Checklists (tsmdm0140m000) session to define checklists. You can define a checklist for service engineers to make certain that all required maintenance activities are carried out. The checklist contains questions that must be answered by the service engineer. The checklist can be printed with the service order and be used for additional supporting documents. The checklist serves as a paper document that can be used to hold information about the activity performed. Checklists can be linked to a maintenance activity, or manually entered onto the service order.