Default Business Partner for Order

Calls

When a call is registered in the Call (tsclm1100m000) session, the Business Partner is defaulted from the Installation Group session or the Serialized Items (tscfg2100m000) session. The Default Business Partner for Order field in the Installation Group session or the Serialized Items (tscfg2100m000) session, indicates the business partner roles that is used as the Business Partner for the call.

If the In Use-by Business Partner is used as default business partner, the value in the In Use-by Business Partner Contact field must be verified to determine if this value can be used as the default for the Location Contact (Sold-to Contact) field.

If the installation group or the serialized item specified for the call are not owned by the Business Partner of the call, the user is notified.

LN does not notify the user, if the Business Partner is not the owner of the serialized item or installation group, but is defined as one of the business partner roles.

Service Orders

When a service order is created in the Service Order session, the Business Partner is defaulted from the installation group or the serialized item. The Default Business Partner for Order field in the Installation Group or the Serialized Items (tscfg2100m000) session indicates the business partner role that is used as the Business Partner for the service order.

LN notifies the user, if an installation group or serialized item is used on the service order which is not owned by the Business Partner of the service order. If the Business Partner is defaulted from the serialized item or installation group, notification is not appeared.

LN does not notify the user (non blocking notification), if the Business Partner is not the owner of the serialized item or installation group, but is present as one of the defined roles.

Generate Service Order

The service orders can be generated from various sources. The Business Partner must be retrieved and defaulted from the source, based on the Business Partner/owner default mechanism, for the serialized item and the installation group.

  • Projects (TP): Defaulted from Installation Group or Project
  • Planned Activities: Defaulted from Serialized Item
  • Call: Retrieved from Call
  • Field Change Orders: Retrieved from Field Change Order or Serialized Item
  • Inspections: Retrieved from Serialized Item
  • Tooling: Defaulted from Serialized Item
  • Quotations: Retrieved from Quotation
  • Serialized Item: Defaulted from Serialized Item
  • Remote Engineer: Retrieved from remote engineer.

Else, the value in this field must be cleared.

Maintenance Sales Orders

The Installation Group, Item and the Serial Number fields are added to the Maintenance Sales Orders (tsmsc1100m000) session. This fields are used to default the value in the Service Office, Service Type, and sold -to Ship-to Business Partner fields.

These fields are not used for contract related defaults and are not to be used as default for the Maintenance Sales Part lines.

The Default Business Partner for Order field in the Installation Group or the Serialized Items (tscfg2100m000) session indicates that which of the business partner roles is used as the sold-to Ship-to Business Partner on the MSO.

LN notifies the user (non blocking notification), if an installation group or serialized item is used on the MSO which is not owned by the Business Partner of the MSO. If the sold -to Ship-to Business Partner is defaulted from the serialized item or installation group, notification is not appeared.

LN does not notify the user (non blocking notification), if the sold -to Ship-to Business Partner is not the owner of the serialized item or installation group, but is present as one of the defined roles.

Generate Maintenance Sales Order

When a maintenance sales order is generated from a call or from a planned activity, the Installation Group, Item and the Serial Number fields are defaulted (and must not be modified), except when the planned activities of the order are grouped together by department and/or time.

When a new order is created from the Serialized Item (tscfg2600m000) session, the Installation Group, Item and the Serial Number fields are defaulted from the Serialized Item (tscfg2600m000) session.

Customer Claims

When a customer claim is created, the Business Partner is defaulted based on the Installation Group or the serialized Item. The Default Business Partner for Order field in the Installation Group session or the Serialized Items (tscfg2100m000) session indicates that which of the business partner roles is used as Business Partner on the claim.

LN notifies the user (non blocking notification), if an installation group or serialized item is used on the MSO which is not owned by the Business Partner of the MSO. If the sold -to Ship-to Business Partner is defaulted from the serialized item or installation group, notification is not appeared.

LN does not notify the user (non blocking notification), if the sold -to Ship-to Business Partner is not the owner of the serialized item or installation group, but is present as one of the defined roles.

This new functionality is applicable only for items specified on the claim header.

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