Estimates in Maintenance Sales Control
You can maintain estimated sales and coverage amounts for the maintenance sales orders in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session, before the maintenance sales order or the activity is released (estimated phase). You can compare these estimated amounts with the actual amounts.
To implement the Estimates functionality for maintenance sales orders, you must select the Use Coverage Calculation for Estimates check box in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
The impact of the estimates functionality
For maintenance sales orders
When Estimates functionality is implemented and a maintenance sales order is created, the Use Coverage Calculation for Estimates check box is selected in the Maintenance Sales Orders (tsmsc1100m000) session.
Also, LN creates the work orders automatically (since the Create Work Order for Part Maintenance Line field is set to Automatic in the Maintenance Sales Control Parameters (tsmsc0100m000) session) for part maintenance lines and you cannot delete these work orders. Hence the Reference Activity or the Master Routing of a part line cannot be modified.
For part lines and activity lines
If an activity line is created during the estimated phase (before the order or the activity is released), LN selects the Estimated Activity Line check box for the line.
In the estimated phase, LN defaults the Sales Price amount as the Estimated Sales Price for the part line and the activity line.
When a new part line is added to a maintenance sales order that is in the actual phase (order Status is set to Released, In Process or Completed), the status of the part line is set to Free. LN prompts you to confirm if the status of the new part line must be set to Released. If you select 'No', the new part line status is set to Free and you can use the Release option to release the part line later.
For coverage lines
In the estimated phase, when a part maintenance line with fixed price is created, LN creates the related estimated coverage line with fixed sales price. The estimated coverage lines with cost amount are created when the related work order is released.
If the Method of the part line or the activity line is changed from Fixed Order Price or Fixed Activity Price to Time and Material, the related estimated coverage line with the Cost Type, Order or Activity, is deleted.
For maintenance sales quotations
For the maintenance sales quotation that created from a part maintenance line, LN creates an estimated coverage line only when the part maintenance line Line Status is set to Free.
For additional coverage lines
When you add a coverage line manually during the estimated phase, the Line Origin field is set to Additional Line and LN creates a related estimated coverage line. You can also add a coverage line in the actual phase. However, a related estimated coverage line is not created.
The deletion of the additional coverage line is based on the Allow to Delete Estimates field setting in the Maintenance Sales Control Parameters (tsmsc0100m000).
On warranty and coverage
If you modify the Serialized Item Warranty or the Generic Warranty of a part line, all the amounts are updated accordingly on the related estimated coverage line. LN updates the estimated and actual coverage lines similarly, if the Warranty or the Coverage Contract is modified when you modify the following values of a part line:
- Installation Group
- Item
- Serial Number
- Coverage Type
- Warranty
- Time
For recalculation of prices and discounts
In the estimated phase, if the prices and discounts for a maintenance sales order or a part line are recalculated, the prices and discounts are recalculated for the related estimated coverage lines also. The discount amount that is modified manually ( Discount Origin field is set to Manual) is recalculated only if the Overwrite Manual Discounts check box is selected in the Recalculate Sales Prices and Discounts (tsmsc2240m000) session. You can also recalculate the sales price and discount for the estimated coverage lines manually using the Recalculate Price and Discounts option in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session.
Deleting a maintenance sales order, part line and the coverage line
The deletion of a maintenance sales order, part line, activity line and the coverage line is based on the value set for the Allow to Delete Estimates field in the Maintenance Sales Control Parameters (tsmsc0100m000) session. When you delete a maintenance sales order, part line, activity line or the coverage line, the related estimated coverage line is also deleted in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session.