Maintenance Sales Control Parameters (tsmsc0100m000)

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 Maintenance Sales Control Parameters (tsmsc0100m000) 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

Effective Date

The date and time from which the parameters are valid.

Description

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

Number Group Maintenance Sales Order

The code of the number group used to identify sales orders.

Description

The number group description.

Use Order Discount

If this check box is selected, order discounts are applicable for maintenance sales orders.

Note: 

This field is enabled only if:

  • The Discounts from Price Books check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • The Use Coverage Calculation for Estimates check box is selected.
Apply Cumulative and Total Discounts to Cost Items

If this check box is selected, the total and cumulative discounts defined in sales/service total discount matrices, are applied to items of type Cost and Service.

Note: 
  • This check box is displayed only if the Use Cumulative and Total Prices and Discounts check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • This check box is enabled only if the Use Coverage Calculation for Estimates check box is selected in this session.
Fixed Activity Price

If this check box is selected, order discounts are applicable for the part lines with fixed prices.

Note: This check box is enabled only if the Use Order Discount check box is selected.
Materials

If this check box is selected, order discounts are applicable for maintenance sales orders material cost lines.

Note: This check box is enabled only if the Use Order Discount check box is selected.
Labor

If this check box is selected, order discounts are applicable for maintenance sales orders labor cost lines.

Note: This check box is enabled only if the Use Order Discount check box is selected.
Tools

If this check box is selected, order discounts are applicable for maintenance sales orders tool cost lines.

Note: 
  • This check box is displayed only if the Tool Requirements Planning (TRP) check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This check box is enabled only if the Use Order Discount check box is selected.
Subcontracting

If this check box is selected, order discounts are applicable for maintenance sales orders subcontracting cost lines.

Note: This check box is enabled only if the Use Order Discount check box is selected.
Help Desk

If this check box is selected, order discounts are applicable for maintenance sales orders help desk cost lines.

Note: 
  • This field is displayed only if the Invoice after Call check box is selected in the Call Parameters (tsclm0100m000) session.
  • This check box is enabled only if the Use Order Discount check box is selected.
Other Costs

If this check box is selected, order discounts are applicable for maintenance sales orders other cost lines.

Note: This check box is enabled only if the Use Order Discount check box is selected.
Freight

If this check box is selected, order discounts are applicable for maintenance sales orders freight cost lines.

Note: 
  • This field is displayed only if the Freight Management (FM) check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This check box is enabled only if the Use Order Discount check box is selected.
Sales Margin

The percentage that is used to calculate the default sales price.

sales price = cost price + (cost price * sales margin)/100
Default Service Type origin Calls

The default service type when the maintenance sales order origin is call.

Description

The description of the default service type when the maintenance sales order is originated from a call.

Default Service Type origin Service Order

The default service type when the maintenance sales order origin is service order.

Note: You can only select the service type for which the Use Receipts check box is not selected in the Service Types (tsmdm0130m000) session.
Description

The description of the default service type when the maintenance sales order origin is service order.

Default Service Type

The default service order type.

Description

The description of the default service order type.

Service Type for Repair Warranty

Default service type used to categorize maintenance sales order generated or created from bad fix calls, manual service orders, or from planned activities. This is used to determine whether Repair Warranty is applicable for the maintenance sales order for a Part maintenance line only.

Note: This field is not mandatory. Incase Repair Warranty service type field is left empty, LN pop ups a warning message.

Step Size for Line

The number that defines the sequence for the successive maintenance sales order lines. For example, if you enter the value 10, the numbers assigned to successive maintenance sales order lines are 10, 20, 30, and so on.

Default Pricing Method

The default pricing method that applies to the maintenance sales orders.

Allowed values

  • Fixed Order Price
  • Time and Material

The default pricing method that you select in the field applies to the maintenance sales orders that are created manually or are generated from a call.

Use Coverage Calculation for Estimates

If this check box is selected, you can maintain the cost and sales amounts for the estimated coverage lines that LN creates for the part maintenance lines in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session.

Allow to Delete Estimates

Indicate if the activity lines and the estimated coverage lines that are created before releasing a part line, can be deleted.

Allowed values

No

You cannot delete the activity lines, part lines, cost lines or the resource lines that are created before the related order or activity is released.

Interactive

LN prompts you to confirm before deleting the activity lines, part lines, cost lines or the resource lines.

Yes

You can delete the activity lines, part lines, cost lines or the resource lines.

Note: This field is enabled and set to Interactive only if the Use Coverage Calculation for Estimates check box is selected. If the check box is cleared, this field is disabled and set to Yes.
Create Work Order for Part Maintenance Line

The method used to create the work orders for the part lines.

Allowed values

Manual

The work order is not generated automatically when saving a new part maintenance line. The Create Work Order option must be used to generate the work order.

Automatic

The work order is generated automatically when saving a new part maintenance line and you cannot view the Create Work Order option.

Interactive

The work order is generated based on the option selected in the message displayed while saving a new part maintenance line.

Note: 
  • If the Use Coverage Calculation for Estimates check box is selected, this field is set to Automatic and you cannot modify the setting.
  • If the work order is not created and the receipt for the repaired item is to be confirmed, the work order is created automatically and this parameter setting is not considered.
Maintenance Sales Order History

If this check box is selected, maintenance sales order history is maintained. Else, the history is not maintained.

Inventory Commitments Required

If this check box is selected, inventory must be committed to the maintenance sales order.

The check box must be selected in case some material needs to be delivered from a warehouse, or some tools are required. If this check box is selected, these resources are committed to the maintenance sales order.

Material Ownership
Allow to use Sold-to BP instead of Installation Owner on receipt

If this check box is selected, LN allows you to use the Sold-to BP of the maintenance sales order instead of the actual owner of the installation, when the items are received in the warehouse.

Note: This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
Allow to use Installation Owner instead of Sold-to BP on issue

If this check box is selected, LN allows you to use the actual owner of the installation instead of the Sold-to BP of the maintenance sales order, when items are issued from the warehouse.

Note: This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
Keep existing Installation Owner on Receipt

If this check box is selected, the owner of a serialized item is different from the owner in inventory. This differentiation is applicable during the receipt of the serialized item in the warehouse.

Note: This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
If Credit Review is Overdue

If this check box is selected, LN signals the user if the credit review of the invoice-to BP is overdue.

If this check box is cleared, no signal is given, even if the credit review of the invoice-to BP is overdue.

If Credit Review is Overdue

If this check box is selected, LN blocks the sales order if the credit review of the invoice-to BP is overdue.

If this check box is cleared, the sales order will not be blocked, even if the credit review of the invoice-to BP is overdue.

Signal if Credit Limit is Exceeded

If this check box is selected, LN signals the user if the credit limit of an invoice-to BP is exceeded.

If this check box is cleared, no signal is given, even if the credit limit of the invoice-to BP is exceeded.

Signal if Credit Limit is Exceeded

If this check box is selected, LN blocks the sales order if the credit limit of the invoice-to BP is exceeded.

If this check box is cleared, the sales order will not be blocked, even if the credit limit of the invoice-to BP is exceeded.

If Invoice is Overdue

If this check box is selected, LN signals the user if the invoice-to BP has an overdue invoice.

If this check box is cleared, no signal is given, even if the invoice-to BP has an overdue invoice.

If Invoice is Overdue

If this check box is selected, LN blocks the sales order if the invoice-to BP has an overdue invoice amount.

If this check box is cleared, the sales order is not blocked, even if the invoice-to BP has an invoice amount overdue.

If Business Partner is Doubtful

If this check box is selected, LN signals the user if the invoice-to BP is doubtful.

If this check box is cleared, no signal is given, even if the invoice-to BP is doubtful.

If Business Partner is Doubtful

If this check box is selected, LN blocks the sales order if the invoice-to BP is doubtful.

If this check box is cleared, the sales order is not blocked, even if the invoice-to BP is doubtful.

Use Margin Control

If this check box is selected, margin percentage is calculated.

If this check box is cleared, the gross % is disabled.

The gross margin is calculated according to one of the following basic formulae:

gross margin = (sales - cost of sales) / sales 
gross margin = (sales - cost of sales) / cost of sales
Margin Base

Select whether the gross margin is calculated based on the sales value or on the cost of sales.

Check Material Availability

If this check box is selected, material availability check can be performed for the maintenance sales orders.

Update for Released Orders

The option to update material availability for the released orders.

Allowed values

Manual

The work order is not generated automatically when saving a new part maintenance line. The Create Work Order option must be used to generate the work order.

Automatic

The work order is generated automatically when saving a new part maintenance line and you cannot view the Create Work Order option.

Interactive

The work order is generated based on the option selected in the message displayed while saving a new part maintenance line.

Note: This field is enabled only if the Check Material Availability check box is selected.
Search Path for Sales Rate
Search Path for Sales Rate : Level1

The search path for sales rate.

Search Path

LN searches for the sales rate in the following order:

  1. Level 1
  2. Level 2
  3. Level 3
  4. Level 4

LN uses this search criteria to determine the sales rate for the labor resource line. If the labor sales rate is not specified at Level 1, the sales rate defined at level 2 is considered. If the sales rate is not specified at Level 2, the sales rate defined at level 3 is considered. If the sales rate is not specified at Level 3, the sales rate defined at level 4 is considered.

The sales rate is linked to the following:

  • Serialized Item Group
  • Installation Group
  • Service Employee
  • Department
  • Not Applicable
  • Reference Activity
  • Task

LN does not allow you to select an option at any two levels.

Search Path for Sales Rate : Level 2

The Search Path for Sales Rate.

Search Path for Sales Rate : Level 3

The Search Path for Sales Rate.

Search Path for Sales Rate : Level 4

The Search Path for Sales Rate.

Demand Pegging
Demand Pegging Type for Repair Lines

The allocation and hard peging type for repair lines. LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory.

Default value

The default value is Order Based. You can change the allocation and hard pegging type.

Allocation and Hard Pegging Types

Select the allocation and hard pegging type. This field can have the following values:

  • Customer Based The inventory supply for the maintenance sales order line must be allocated and/or hard pegged to the sold-to BP.
  • Order Based The inventory supply for the maintenance sales order line must be allocated and/or hard pegged to the MSO.
  • Customer Reference Based The supply for the maintenance sales order line must be allocated and/or hard pegged to the customer reference.
  • Internal Reference Based The supply for the maintenance sales order line must be allocated and/or hard pegged to the internal reference.
  • Not Applicable The allocation and hard pegging is not applicable.
Demand Pegging Type for Issue Lines

The allocation and hard peging type for issue lines. LN allocates the inventory for a specific demand. LN uses the item specifications to match the demand and supply of inventory.

Default value

The default value is Order Based. You can change the allocation and hard pegging type.

Allocation and Hard Pegging Types

Use Unallocated Inventory

If this check box is selected, Infor LN Enterprise Planning uses unallocated inventory to match and meet the inventory demand and supply.

If this check box is cleared, Infor LN Enterprise Planning does not use unallocated inventory to meet the inventory demand.

Note: 

LN matches the inventory demand and supply in the following order of priority:

  1. Allocated inventory
  2. Unallocated inventory
Note: The field is disabled only when you select Not Applicable in the Demand Pegging Type for Issue Lines field.
Automatically Plan Work Order for Part Maintenance Line

If this check box is selected, LN sets the work order status to Planned, when the work order is created from a MSO Part Maintenance Line.

After Sales Service
Generate Maintenance Sales Order
If this check box is selected, a maintenance sales order can be generated for after sales service line item.
Generate Work Order
If this check box is selected, work maintenance order can be generated for after sales service line item.
Note: This check box is enabled only if the Generate Maintenance Sales Order check box is selected.
Number Group
The code of the number group used to create a maintenance sales order for the after sales service line item.
Series
The series code for maintenance sales orders.
Service Order Type
The code of the default service type.
Contract Deliverables Grouping Criteria
The entity based on which the contract deliverables must be grouped.

Allowed values

Sales Order
Sales Order Line
Project Contract Line
Contract Deliverable Line
Sold-to Business Partner
Not Applicable
Generate Dummy Serial Numbers
If this check box is selected, dummy serial numbers are generated.
Related topics