General Service Parameters (tsmdm0100m000)

This session contains:

  • A history list of parameter sets and their effective dates. The most recent parameter sets are at the end of the list.
  • The current parameter set, at the top of the list (without an effective date). To view historical sets, double-click one of the historical parameter sets. You can use the Print Service Parameters (tsmdm0400m000) session to print and compare the parameter sets.

To view or change the current parameters, double-click the set without an effective date that appears at the top of the list. The General Service Parameters (tsmdm0100m000) details session starts.

If you make changes and save the new parameter setting, LN performs the following actions:

  • Adds the new set at the end of the history list.
  • Updates the current set (at the top of the list).
Note: By default, the Description field contains the date and time when the previous parameter setting was saved. To avoid confusion, if you change the parameters, change or delete the default Description text.

Field Information

General
Effective Date

The date and time from which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting.

Description

The description of the parameter set. For example, the reason why the previous setting was changed.

Modules
Field Service

If this check box is selected, all applicable fields related to Service Order Control will be available.

Depot Repair

If this check box is selected, all applicable fields related to shop maintenance will be available.

Customer Claims

If this check box is selected, the customer claim functionality is available in service.

Note: You can uncheck this, only if no open customer claim exists. This means only Customer Claims exist with Status Closed, Rejected or Canceled in Customer Claims (tscmm1100m000) session.
Supplier Claims

If this check box is selected, the supplier claim functionality is available in service.

Note: You can uncheck this, only if no open supplier claim exists. This means only Supplier Claims exist with Status Closed, Rejected or Canceled in Supplier Claims (tscmm2100m000) session.
Engineering Revisions Active

If this check box is selected, engineering revisions are active.

If this check box is selected, the engineering revisions that are used in Manufacturing , can be used within Service .

Use Cumulative and Total Prices and Discounts

If this check box is selected, the total discount, total prices and cumulative discounts are used in Service.

Note: 

This check box is enabled only if:

  • The Discounts from Price Books check box is selected.
  • The Sales Prices Search Method field is set to a value other than Item Service Prices.
Use Default Business Partner Prices and Discounts

If this check box is selected, LN defaults the prices and discounts specified for the business partner in Service.

Note: This check box is enabled only if the Discounts from Price Books check box is selected.
Handle Customer Owned Project Pegged Items as Not Pegged
If this check box is selected, the customer owned project pegged items can be managed as not pegged.
Initial Warehousing Order Status Determined by Warehousing

If this check box is selected, the initial status of the warehousing order is determined by Warehousing.

Note: 

This field is displayed only if these check boxes are selected:

  • Field Service
  • Depot Repair
  • Customer Claims
  • Supplier Claims
Skills

If this check box is selected, LN enables the Skills functionality in Service.

Note: 

If the skills functionality is enabled, you can view the following session:

  • Skill Requirements by Reference Activity (tsacm2121m000)
  • Required Skills by Activity (tstdm2111m000)
  • History Required Skills by Activity (tstdm8111m000)
Functional Elements Active

If this check box is selected, functional elements can be used when creating item breakdowns, physical breakdowns, and reference activities.

Use Inspections

If this check box is selected, measurements and counters are used.

Use Diagnostics

If this check box is selected, you can implement the Diagnostics functionality in Infor LN Service.

Note: If this check box is selected, LN considers the values specified in Problem Code required and Solution Code required fields in the Service User Templates (tsmdm1660m000) session. The value specified in Problem / Solution Handling in the Service Types (tsmdm0130m000) session for call diagnosis is also considered.
Use Item Counter Readings

If this check box is selected, counter readings are used.

Demand Pegging

If this check box is selected, LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory.

Paging Active

If this check box is selected, LN enables the Paging functionality.

Note: If Paging functionality is enabled, you can use the following sessions Pager Data (tsmdm1170m000), Paging Assignments (tsmdm1185m000) and Service Order Paging Log List (tssoc2503m000).
Non-Conformance Reports

If this check box is selected, Non-Conformance Report is implemented in Infor LN Service.

Note: This field is applicable only if the Quality Management (QM) and the Non-Conformance Implemented check boxes are selected in the Implemented Software Components (tccom0100s000) and Quality Management Parameters (qmptc0100m000) sessions respectively.
Calendar Control
Availability Type

availability type

Note: The availability type specified here is used as a default if no availability type exists for the applicable service type.
Description

The description or name of the code.

Time Unit
Base Time Unit Hour

In Service a base unit for time must be defined in addition to the base unit that is defined in the Units (tcmcs0101m000) session.

Allowed values

Unit codes with a physical quantity value Time.

Note: You must also define a conversion factor between the base time unit in Common and the base time unit in Service .
Labor Rate Time Unit

Unit in which the labor rate is expressed.

Allowed values

Unit codes with a physical quantity value Time.

Note: The Base Time Unit Hour field must be filled before you can select this field.

Traveling
Traveling
Use Service Areas

If this check box is selected, the service area and related functions are used in Service .

Note: You can only define data related to the use of service areas, if this check box is selected.

The related functions are:

  • Service employees that are linked to service areas.
  • Service and maintenance items that are linked to service areas.
  • Subservice areas that are linked to main service areas.
  • Traveling times that are defined for service areas.
  • Warehouses that are linked to service areas.
4

The value in this field indicates the priority of the order type for which the material availability check must be performed.

Allowed values

Work Orders
Maintenance Sales Orders
Service Orders
Not Applicable
Scope of Inventory Check

The value in this field indicates where the material is available.

Allowed values

All Warehouses in Planning Cluster

Checks if the material is available in the warehouse defined on the Material Line.

Current Warehouse Only

Checks if the material is available in one of the warehouses in the same cluster as the warehouse defined on the Material Line.

Traveling Cost Method

The method that is used to calculate travel expenses.

Distance Unit

The unit for distances that is used in Service .

Allowed values

Unit codes with a physical quantity value Length.

Currency Sales Price

The currency in which the sales rate is expressed in Service .

Description

The name of the currency in which the sales rate is expressed.

Traveling Time
Standard Cost

The cost rate for the traveling time.

Cost Rate

Your company's reference currency that is defined in the Companies (tcemm1170m000) session.

Time Duration Unit

The unit code for the time duration. In the Service Planning & Concepts module this parameter is also used to express tolerance periods.

Allowed values

Unit codes with a physical quantity value Time.

Unit for Day

The default rental unit for day.

Note: 
  • This field is displayed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.
  • You must select a unit for which the Physical Quantity field is set to Time in the Units (tcmcs0101m000) session.
Unit for Week

The default rental unit for week.

Note: 
  • This field is displayed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.
  • You must select a unit for which the Physical Quantity field is set to Time in the Units (tcmcs0101m000) session.
Unit for Month

The default rental unit for month.

Note: 
  • This field is displayed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.
  • You must select a unit for which the Physical Quantity field is set to Time in the Units (tcmcs0101m000) session.
Unit for Year

The default rental unit for year.

Note: 
  • This field is displayed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.
  • You must select a unit for which the Physical Quantity field is set to Time in the Units (tcmcs0101m000) session.
Standard Sales Price

The sales rate for the traveling time.

Sales Rate

The currency of the sales price for traveling.

Traveling Distance
Standard Cost

The standard cost of the traveling distance.

Slash Character

The time duration unit that is defined in this session.

Standard Sales Price

The sales price of the traveling distance.

Sales Price

The currency sales price for traveling specified in this session.

Slash Character

The distance unit that is defined in this session.

Travel Rate Book
Number Group
The default number group for the travel rate book.
Series
The default series for the travel rate book
Series Description
The description for the series.
Text

If this check box is selected, a text is present.

Searching
Search Engine
Apply Search Engine for Installation Groups

If this check box is selected, the search engine is used to search for Installation group.

Apply Search Engine for Serialized Items

If this check box is selected, the search engine is used to search for serialized items.

Search Argument: Location Address
Attribute Search Argument Location Address

The attributes of address which are used by the search engine to find the location of Installation groups and/or serialized items. You can search based on the following attributes:

  • Search Arguments

    Name
  • Name 2
  • House Number
  • Address
  • Address 2
  • City
  • City 2
  • Zip Code
  • Country (Coded)
  • Country
  • Telephone

From a total of eleven search arguments, you can set five search arguments each for both the Search Argument with Index and Search Argument without Index fields. Additionally, you can use wild cards to search the location of Installation groups/ serialized items.

The search parameters in the Search Criteria (Installation Groups) (tsmdm0280m000)/ Search Criteria (Serialized Items) (tsmdm0281m000) sessions, which are accessible from the Call (tsclm1100m000) session are enabled based on the arguments selected by the user in the groupbox.

Control
Sales Pricing
Sales Prices Search Method

The sales price of material items is based on the option selected in the field.

You can define the material lines in following sessions:

  • Material cost terms

    • Contract Quote Material Terms (tsctm1131m200)
    • Contract Material Terms (tsctm1131m300)
    • Service Order Quote Material Terms (tsctm1131m400)
  • Actual service-order material costs in the Service Order Actual Material Costs (tssoc2121m000) session.

The base price is stored in price books. Following are the options to retrieve the sales price of a material item:

  • Price Books Service.
  • Price Books Service/Sales.
  • Item Service Prices.
  • Price Books Sales/Service
Percentage of Valuation Price

The percentage of the valuation price that must be considered as the residual value.

Default Value for Print on Invoice

The print options for the cost line when the invoice amount is zero.

Note: 
  • When the field is set to No Invoice, Invoice costs are considered as goodwill
  • If the field is set to 'No Invoice' after the line is costed, the available invoice line in Invoicing is deleted.

Allowed values

Yes

The cost line is printed on the invoice when the invoice amount is zero.

No

The cost line is not printed on the invoice when the invoice amount is zero.

No Invoice

Invoice is not created for the cost line when the invoice amount is zero.

Not Applicable
Discounts
Pricing Data
Discounts from Price Books

If this check box is selected, discounts are fetched from the price book defined in the Price Book Lines (tdpcg0131m000) session.

Note: If this check box is cleared, discounts are not applied from the Pricing module.

Discount Policy

The Discount Policy determines the procedure that has to be used for applying the discount percentage or amount on the Service Order cost lines and Coverage Line You can apply the discount in the following two ways:

  • Apply Discounts Before Coverage
  • Apply Discounts After Coverage

                                 Apply Discounts Before Coverage Discount is applied on the Total sales amount before coverage. Invoice Amount = Total Sales – Discount amount or percentage - (Contract Coverage – Warranty – Order Quotation - FCO – Other) Apply Discounts After Coverage Invoicing Amount = Total Sales – (Contract Coverage – Warranty – Order Quotation - FCO – Other) Discount is applied on the Invoice amount. Invoice Amount = Invoicing amount – Discount amount or percentage
Note: If the Discounts from Price Books check box is selected, the field is set to Apply Discounts Before Coverage.
Note: This field is enabled only when the Discounts from Price Books check box is not selected.
Territory Planning

If this check box is selected, the territory planning functionality is implemented in Infor LN Service.

Note: This check box is enabled only if the Field Service check box is selected.
Tool Requirements Planning

If this check box is selected, you can use the cost type Tooling in Infor LN Service.

Note: 
  • This check box is visible only if the Tool Requirements Planning (TRP) check box is selected in the Implemented Software Components (tccom0100s000) session.
  • If this check box is not selected, you cannot use the cost type Tooling in Infor LN Service, although the Tool Requirements Planning (TRP) functionality is implemented in Infor LN Common.

Use Item Settings for Demand Pegging

If this check box is selected, the demand pegging settings on the service and work order material lines, maintenance sales order, part maintenance, part loan and part delivery lines are not defaulted from the respective service parameters but from the item, as defined in the Items (tcibd0501m000) session.

Note: 
  • This field is not applicable if Demand Pegging check box is not selected in the General Service Parameters (tsmdm0100m000) session.
  • The value in this field is defaulted from the Demand Pegging check box in the General Service Parameters (tsmdm0100m000) session.