Installments for Service Orders

You must setup the master data in the Service Order Parameters (tssoc0100m000) session to use Installments for service orders:

  • Select the Use Installments check box.
  • Select the check boxes corresponding to the service order cost lines.
  • Specify the Installment Method to indicate the level at which the installments must be created.

Installment Method

The Installment Method for a service order can be set to Order Based or Activity Based in the Service Orders (tssoc2100m000) session.

In the Service Orders (tssoc2100m000) session, if the Installment Method is set to:

  • Order Based: You can clear the Apply Installments check box in the Service Order Activities (tssoc2110m000) session to exclude the activities from the Installments.
  • Activity Based: The activities linked to the service order are included for Installments. The Installment Plan for the service order activity is defaulted from Service Orders (tssoc2100m000).

For a service order, Infor LN defaults this value from the Service Offices (tsmdm1100m100) session if multisite is implemented. Else, the value is defaulted from the Service Order Parameters (tssoc0100m000) session. The Installment Method for a service order can be modified only if the order status is Free or Planned.

Creating Installment Plan

The Installment Plan is created after the service order status is set to Planned. For creating installments, Infor LN considers only the cost lines for which the Use Installments check box is selected in the Service Order Parameters (tssoc0100m000) or the Service Offices (tsmdm1100m100) session.

Note: 
  • Fixed Order Price / Fixed Activity Price or Quote Invoice are always included in the Installment.
  • Cost Lines with a zero Invoice Amount are not included in the Installment. This is applicable for all cost lines that belongs to an order with a fixed price.
  • Installments for a Service Order/Activity are approved automatically when the Service Order / Activity is planned.
  • A service order/activity can be released only after the Advance Payment is completed.
  • The Service Order status can be set to Costed only after all the installments and corrections are invoiced except for the guarantee invoice.

Guarantee Invoices

When Guarantee Invoices are linked to the Installment Plan specified for a service order, the work done must be accepted. The Acceptance Date is updated on the Service Order header or Activity based on the Installment Method on the header, before the Guarantee can be invoiced. The Service Order status can be set to Closed only after the Acceptance Dates is updated.