Owner vs User

When you execute the service activities for calls, service order (SO), maintenance sales order (MSO) 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 the parties involved in the service activities such as 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 (tsbsc1600m000) and the Serialized Items (tscfg2100m000) sessions:

Owner
Dealer
In Use-by
Supplier

The Default Business Partner for Order field defines 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 (tsbsc1600m000) or Serialized Items (tscfg2100m000) sessions 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 Business Partner. If the value of the Default Business Partner for Order is set to In Use-by or Supplier, LN checks whether the sold-to role is defined for the related business partners

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, are the same, and if the Owner is modified, all the serialized items in the PBS are also updated.

Note: The Owner can be changed only 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 must be synchronized manually. When you manually change the Dealer, Supplier and In Use-by related fields, the application prompts to confirm that the serialized item preceding 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.

Shipping material from the Service Order Parameters (tssoc0100m000) session

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 (tsbsc1600m000) and the Serialized Items (tscfg2100m000) session.

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 on 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.

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 Service Order Parameters (tssoc0100m000), Maintenance Sales Control Parameters (tsmsc0100m000) or Work Order Parameters (tswcs0100m000) 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.