Maintenance Sales Orders (tsmsc1100m000)

Use this session to create and modify maintenance sales orders.

Use the following options to view the related orders within the service package and the related orders originating from the packages such as Purchase, Manufacturing and Warehouse:

  • Related To:

    Starts the Graphical Browser Framework that displays the orders which originate from the current order.

  • Related From:

    Starts the Graphical Browser Framework that displays the orders that originate from the specific order.

Graphical Browser Framework allows you to view Multi level relations of the orders. You can view the details using the following options:

  • View Details:

    Use this option to view the details of the related order.

  • Reverse Tree:

    Use this option to start the Graphical Browser Framework in reverse mode starting from the order you select. For example, if you open Graphical Browser Framework in Related To mode, you can use the reverse option to view the orders in the Related From mode.

You can use the Estimated Coverage Lines option to view the estimated coverage lines created for the selected maintenance sales order.

Note: 
  • This option is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
  • This option is enabled only if the estimated coverage lines exist for the selected maintenance sales order.

Pro Forma Invoicing

To create pro forma invoice for the maintenance sales order, you can use the Process Maintenance Sales Pro Forma Invoices option from the Action menu. The Process Maintenance Sales Pro Forma Invoices (tsmsc2291m000) session is displayed wherein you can select the coverage lines based on the cost type, and process the pro forma invoice for the maintenance sales order and the selected type of coverage lines linked to the maintenance sales order.

To view the Pro Forma Invoicing Workbench (cisli3640m000), you can use the Pro Forma Invoices from the Reference menu.

Note: 
  • Use the Recalculate Price/Discounts Entire Order option to retrieve the default sales price for the maintenance sale order from the service contract. This option is disabled if the sales price of the part line and the related coverage lines cannot be modified.
  • Use the Order - Lines - Synchronization option to synchronize the modified header data with the lines data.

Field Information

Maintenance Sales Order

The number used to identify the maintenance sales order.

If you create a sales order in the details session, LN generates a number based on the series selected.

Description

The description of the maintenance sales order.

Status
Order Date

The date and time that the sales order was entered in LN.

Sold-to Business Partner

sold-to business partner.

Note: 
  • LN defaults the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session based on the value set for the Default Business Partner for Order field in the Serialized Items (tscfg2100m000) session.
  • Following is the search criteria:
    1. serialized item
    2. installation group
Sold-to Address

The BP's address code.

Note: 
  • LN defaults the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session based on the value set for the Default Business Partner for Order field in the Serialized Items (tscfg2100m000) session.
  • Following is the search criteria:
    1. serialized item
    2. installation group
    3. address of the Sold-to BP
Sold-to Contact

The BP's contact's code.

Note: 
  • This field is defaulted with the value defined for the Sold-to business partner in the Installation Groups (tsbsc1100m000) or Serialized Items (tscfg2100m000) session .
  • Following is the search criteria:
    1. serialized item
    2. installation group
    3. contact of the Sold-to BP
Invoicing By

The method in which invoicing is performed for the selected maintenance line associated with the maintenance sales order.

Allowed values

Service
Project
Not Applicable
Order Reference

The order number used by the customer.

First Invoice Reference

Any further reference information about the business partner that you wish to include with the sales order.

Note: You can only maintain this field if the sold-to BP field is filled in, and the order status is Free or In Process.
Second Invoice Reference

Any further reference information about the business partner that you wish to include with the sales order.

Note: You can only maintain this field if the sold-to BP field is filled in, and the order status is Free or In Process.
Item
Installation Group

The installation group. The value in the Sold-to Ship-to Business Partner of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the Installation Groups (tsbsc1100m000) session, based on the Default Business Partner for Order field in the Installation Groups (tsbsc1100m000) session.

Note: 
  • If the value in the serialized Item field is specified, the installation group must be the Installation Group of the serialized item defined in the Serialized Items (tscfg2100m000) session.
  • The value in this field can not be modified if the value of the Sold-to Ship-to Business Partner field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originated from a quote or a call or service order material line.
  • LN defaults this value for the part maintenance lines.
Description

The description or name of the code.

Item

The service item.

Note: 
  • The item must be a service item.
  • The value in this field can not be modified if the value of the Sold-to Ship-to Business Partner field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originated from a quote or a call.
  • LN defaults this value for the part maintenance lines.
  • If the Items Service by Office is Mandatory check box is selected in the General Service Parameters (tsmdm0100m000) session, you can only select an item that is linked to the specified Service Office. The service items are linked to the service office in the Items - Service by Service Office (tsmdm2120m000) session.
Serial Number

The item code of the serialized item. The value in the Sold-to Ship-to Business Partner of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the Installation Groups (tsbsc1100m000) session.

Note: 
  • The Status of the selected serial number must be set to Active or Working Condition or Defective in the Serialized Items (tscfg2100m000) session.
  • The value in this field can not be modified if the value of the Sold-to Ship-to Business Partner field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originates from a quote or a call or a service order material line.
  • If the Installation Group field is specified, LN defaults the serial number of the installation group defined in the Serialized Items (tscfg2100m000) session.
  • LN defaults this value for the part maintenance lines.
Service Office

The service office description.

Service Office

service office

Project

The project to which the cost is pegged.

Note: The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Business Partner Prices and Discounts

The code of the sold-to business partner. LN defaults the prices and discounts defined for this business partner to the cost lines linked to the maintenance sales order.

Note: This field is applicable only if the Use Default Business Partner Prices and Discounts check box is selected in the General Service Parameters (tsmdm0100m000) session.
Description

The description or name of the code.

Order Discount

The discount percentage that is applicable to the cost lines related to the maintenance sales order.

Note: 
  • This field is enabled only if the Use Order Discount check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
  • By default, this value is updated from the Business Partner Prices and Discounts field. If not specified, the value in the Sold-to Business Partner field is defaulted.
  • You can modify the value in this field only if the Status field is set to Free, Released, In Process or Completed.
Description

The description or name of the code.

Element

The element that is linked to the project.

Note: The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.
Description

The description or name of the code.

Activity

The activity that is linked to the project.

Note: The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.
Description

The description or name of the code.

Internal Sales Representative

service engineer

Default value

The employee associated with the login of the user who enters the order.

Sales Representative

The full name of the service engineer.

Search Key

search key

Service Type

The service order type that maintenance sales order has originated from. This value is defaulted from the MSC parameters.

Note: The value in this field is defaulted from the Service Type for Repair Warranty field if the serialized item is covered by repair warranty. Else, the value is defaulted from the Default Service Type field specified in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
Service Type

The description of the service order type.

Start Time

The scheduled start date and time of the order.

Finish Date

The scheduled finish date and time of the order.

Blocked

If this check box is selected, the maintenance sales order is blocked.

Note: 
  • If a maintenance sales order is blocked, the work orders for its item lines are also blocked.
  • You can define the conditions for blocking an order in the Maintenance Sales Control Parameters (tsmsc0100m000) session. If you have selected any blocking conditions, LN performs blocking checks on a sales order each time you change the order status.

Blocking Indicator is filled automatically by the system on finding an active blocking condition.· This functionality is based on the options set in the MSC parameters. Blocked Order cannot be processed further until the blocking is released.

Order Text

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

Use Coverage Calculation for Estimates

Indicates that you can maintain the cost and sales amounts for the estimated coverage lines that LN creates for the part maintenance lines linked to the selected maintenance sales order. The estimated coverage lines are created in the Maintenance Sales Order - Estimated Coverage Lines (tstdm4100m000) session.

Note: This value is defaulted from the Maintenance Sales Control Parameters (tsmsc0100m000) session and you cannot modify this value.
Appointment

If this check box is selected, the start time and the finish time for the sales order are defined in an appointment.

Note: 

If the order execution times are fixed by an appointment, the work orders created for the maintenance sales order will get more priority in the Work Control System module.

The checkbox is cleared when the ATP check is performed and there is a changed in the planned start time.

Line of Business

The line of business of the sold-to business partner.

Default value

The line of business specified for the sold-to business partner in the Sold-to Business Partners (tccom4510m000) session.

Note: You can only maintain this field if the order status is Free or In Process, and the Sold-to Business Partner field is filled in.
Description

The line of business description.

Sales Area

Areas.

Note: This value is defaulted from the Sold-to Business Partners (tccom4510m000) session.
Sales Price List

The code of the price list that is linked to the business partner, and is used to determine the item's price.

Default value

The price list selected for the business partner in the Sold-to Business Partners (tccom4510m000) session.

Sales Price List

The sales price list description.

Ship-to Business Partner

ship-to business partner

Ship-to Address

The BP's address code.

Ship-to Contact

contact

Delivery Terms

The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents.

Point of Title Passage
The code of the point of title passage.
Point of Title Passage
The code of the reciept point of title passage.
Invoice-to Business Partner

invoice-to business partner

Invoice-to Address

The BP's address code.

Street

Address details.

Invoice-to Contact

contact

Payment Terms

payment terms

Payment Terms

The description of the payment terms.

Late Payment Surcharge

late payment surcharge

Payment Method

Payment method.

Note: This value is defaulted from the Invoice-to Business Partners (tccom4512m000) session.
Total Invoice

If this check box is selected, you can change the sales order status to Costed, LN allows you to post all coverage lines to Invoicing in one run.

Default value

You can set the coverage lines to Costed, but the posting to Invoicing is deferred until the sales order is costed.

If this check box is cleared, the coverage lines can be separately approved and posted to Invoicing . This can be used if, for example, a sales order takes a long time to finish, and accelerated, partial invoicing is required. You can also post the actual cost lines to Invoicing , if you change the sales order status or the sales-order activity status to Costed.

Invoice Text

If this check box is selected, it indicates that some text with further invoicing details is available.

Quote

The quote number. The maintenance sales order is linked to the given quote number.

Revision

The revision number of the Contract Quote to which the maintenance sales order is linked.

Note: 
  • This field is displayed only if the Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.
  • This value is defaulted from the Quotes (tsepp1100m000) session.
Order Currency

The currency in which the sales order is transacted.

Order Currency

The currency description.

Exchange Rate Type

exchange-rate type

Exchange Rate Type

The description of the exchange rate type.

Rate Determiner

rate determiner

Business Partner

pay-by business partner

Address

The BP's address code.

Contact Person

contact

House Number

Address details.

Address

Address details.

Address

Address details.

Address

Address details.

Address

Address details.

Conformance Reporting

The code of the conformance reporting linked to the item.

Description

The description or name of the code.

Problem Solving Method

The method used to solve the problems related to the item.

Allowed values

8D
Not Applicable
A3
Check List
Other
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