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Infor LN Service User Guide for Field Service
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About this Guide
Introduction
Preventive Maintenance
Service Order Control (SOC)
Preventive Maintenance Concepts
Reference activities
Activity groups
Service planning
Tolerance periods
Measurements
Maintenance policies
Service inspections and preventive maintenance scenarios
Dependent variable and norm value
Service Order Control Concepts
Field change orders (FCO)
Subcontracting
Service order processing
Service resource planning
Service Order Costing
Service Order Invoicing
Failure Analysis
Integration of Project with Service
Repair Warranty
Travel Cost Lines Default Setup
Creating and Generating Travel Cost Lines
Recalculating Travel Cost Lines
Service Scheduler Workbench
Service Scheduler Workbench
Planning Modes
Assigned Activities Section - GANTT
User Settings Section
Activities Section
Location Section
Assigning an activity to an Engineer
Multi-activity Planning
Infor LN Settings
Introduction to Material Availability
Material Issue Constraints
Check Material Availability
Create Material Availability lines
Update Planned Delivery Times
Coverage procedure
Contract Terms for Service Contract and Service Contract Quotation
Using price terms and coverage terms
Recalculation of sales price and linking of a contract on service order
Impact of the Project Link on a Service Order/Activity
Service Engineer Assignment - CRM Appointment Synchronization
Handling Serialized Item during Service Order creation/generation
Handling Serialized Item (Repair Warranty, Sold-to BP, Physical Breakdown)
Handling Serialized Items (Sales Prices/Costs on Invoice Lines and Cost Lines)
Subcontracting - Service order
Subcontracting with material flow in field service
Order and Activity based Pricing (Reference Activities, Master Routing and Routing Options)
Defaulting Pricing Method using a Fixed Price Master Routing
Defaulting Pricing Method using a Fixed Price Reference Activity
Order and Activity based Pricing (Field Service)
Estimates in Service Order Control
Project pegging in Field Service
Project pegging for Service Order Quotation
Project pegging for Service Order and Activities
Installments for Service Orders
Location
Alternative Item
ATP
Actual Resource Lines for Service Orders
Invoice Lines
Cost Of Sales (COS)
Impact of ATP Date
Master Data Setup
Master Data Setup (PM)
Master Data Setup (SOC)
Field Service Procedures
Generate maintenance planning
To recalculate amounts of planned maintenance
To specify resource requirements
Labor rate procedure
Generating Field Change Order (FCO) and Field Change Order lines
To unblock calls, service orders, and sales orders
To use reference activities
Preliminary conditions to generate FCO lines for serialized items
Preliminary conditions to generate FCO lines for items
To transfer planned activities to service orders
To generate service orders for FCOs
Creating service order quotes
Processing service order quotes to service orders
Moving service-order quotes to history
To Generate service orders
Defining Service Orders manually
To estimate service order costs
Planning and releasing service orders
Completing service order activities
To control planned start/finish time of service order (activity)
To close service orders
To cancel service orders
To print service order documents
To define appointments for service orders
To block service orders
Templates for external service order documents
Service-order quotation process
To use overtime
Planning
Group planning data set-up
Group planning process
Resource allocation for group planning
Introduction to Territory Planning Workbench
Territory planning process
Workbench Navigation
Planned Inventory Transaction for Planned Activities
Warehouse Transfer Orders
Route-based planning process
Working with Plans
Assign/Unassign Resource and Impact Analysis
Check Resource Availability
Priority Rule
Workload leveling (scheduling)
Handling Slack
Workload leveling and modification in the plan.
Time based work load leveling and scheduling
Route based work load leveling and scheduling – regenerative
Re work load level – time based
Re work load level – route based
Start Travelling on Start Time
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