Maintenance Sales Order - Part Delivery Lines (tsmsc1110m300)

Use this session to create or modify maintenance sales order lines.

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.

Integration with Infor LN Quality

LN allows you to link non-conformance report to service objects, using the Link Non-Conformance Report option on the Action menu. The Non-Conformance Reports (qmncm1100m000) session is invoked, wherein you can link the report for the service object.

You can use the Unlink Non-Conformance Report option on the Action menu to unlink the Non-Conformance report. The Related Orders - Quality Management (tsmdm4500m100) session is invoked, wherein you can select the report to be unlinked.

Note: These non-conformance report options are visible only if the Non-Conformance Reports check box is selected in the General Service Parameters (tsmdm0100m000) session.

In this session, you can do the following:

  • View Maintenance Sales Order - Coverage Lines (tsmsc1120m000).
  • Cancel Maintenance Sales Order - Item Line (tsmsc1210m000).
  • View Work Orders (tswcs2100m000).
  • Change Physical Breakdown (tscfg2220m000).
  • Create Quotes (tsepp1100m000).
Note: 

When you cancel the maintenance sales order line, LN also cancels the following:

  • Maintenance Sales Order Quote.
  • Work Order.
Note: This session can also be viewed as a satellite session in the Maintenance Sales Order (tsmsc1100m100) session. To view this session, the Part Delivery check box must be selected in the Maintenance Sales Order group box, in the Service User Profiles (tsmdm1150m000) session.
Note: Use the Recalculate Price/Discounts Entire Line option to retrieve the default sales price for the part delivery lines from Pricing. This option is disabled if the sales price of the part line and the related coverage lines cannot be modified.

Field Information

Maintenance Sales Order

The order number for which the item lines must be maintained.

Line Number

The item line number.

Order Discount %

The order discount percentage that is applicable to the part line.

Note: 
  • This field is displayed only if the Use Order Discount check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
  • LN defaults this value from the related maintenance sales order.
  • This field is applicable only if the Method field is set to Time and Material, Quote Fixed or Quote Fixed Plus.
  • You cannot modify this value if the Method field is set to Quote Fixed or Quote Fixed Plus.
Alternative

The quote line alternative.

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

The line number of the quote to which the maintenance sales order line is linked.

Line Status
Blocked

Indicates whether the part maintenance material line associated with the service order is blocked because of trade compliance check failure.

Note: This field is displayed only if the Trade Management check box is selected in the Implemented Software Components (tccom0500m000) session.
Related to Line

The line number of the item line to which an item can be related.

Item

The item or item code part of a serialized item. If you specify any value in the Reference Item field, the field is disabled.

Serial Number

The serial number of the serialized item. You can manually enter the serial number. The following are the two possible conditions:

When the item number is specified

  • Enter the serialized item's existing serial number. Alternatively, you can use the browse arrow to select the serial number from the Serialized Items (tscfg2100m000) session.

When the item number is not specified

  • A serial number can be linked to one or more serialized items. When you enter the serial number that is linked to more than one serialized item, the Serialized Items (tscfg2100m000) session opens and displays all the items to which that serial number is linked. You can select any serialized item from the list. When you select the serialized item, the Description, Quantity, and Department fields are populated.
  • When you enter the serial number that is linked to only one serialized item, the Item, Description, Quantity, and Department fields are populated.
Note: In case the serial number entered is incorrect, LN displays an error message.
Note: You can specify only those serial numbers which are linked to an item.
Revision

engineering item revision

Serial Status

The serialized item that is returned to the warehouse using the Convert to Part Receipt option, can have the following status:

  • Defective: Item is not operational.
  • Working Condition: Item is operational but returned, possibly because of replacement by a more advanced component.
  • To be Recycled: The item is not operational and must be scrapped. The item must undergo recycling procedures (WEEE standards). The item must be stored in the warehouse to be disposed of later.
Sales Quantity Unit

The unit in which the quantity is expressed.

Required Quantity

The number of items to be received, delivered, or maintained.

Installation Group

The code that identifies the installation group, which can be the Installation group to which the item coming for maintenance belongs, or the Installation group to which the item is going.

Extra Intrastat Info

Extra Intrastat info

Project Pegging
Change Reason

The code to indicate the reason for the manual change of the pegging data.

Note: 
  • This field is visible only if the Manual Project Peg Modification check box is selected in the Project Pegging Parameters (tcpeg0100m000) session.
  • You must specify a value in this field to modify the project pegging data.
  • The Reason Type of the selected Reason code must be Project Peg Audit History in the Reasons (tcmcs0105m000) session.
  • The selected Reason code must be valid (within the Effective Date and Expiry Date range) in the Reasons (tcmcs0105m000) session.
  • LN maintains the history of the manually modified project pegging data in the Cost Peg Audit History (tpctm2500m000) session.
Description

The description or name of the code.

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.
  • This field is enabled only if a valid Change Reason is specified.

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.
  • This field is enabled only if a valid Change Reason is specified.
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.
  • This field is enabled only if a valid Change Reason is specified.
Description

The description or name of the code.

Reference Item

The reference item that is linked to the order line.

When the following two conditions are met, the field is enabled:

  • The Item field is empty.
  • The value selected in the Line Procedure field is one of the following:
    • Loan
    • Delivery
Reference Item

The description of the reference item.

Reported Problem

The problem that is reported by the customer.

Description

The description of the problem.

Expected Solution

The probable solution for the reported problem.

Description

The description of the solution.

Expected Problem

The problem that is expected.

Description

The description of the problem.

Actual Problem

Indicates the actual problem.

When a call is transferred to a maintenance sales order, the value is imported from Call Management .

Description

The description of the problem.

Actual Solution

The solution for the problem.

Problem Text

If this check box is selected, a text that contains the problem that was reported by the customer is available.

When a call is transferred to a maintenance sales order, this text is retrieved from Call Management .

Solution Text

If this check box is selected, a text that contains the solution is provided.

When a call is transferred to a maintenance sales order, this text is retrieved from Call Management .

Allocation and Hard Pegging Type

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

Note: 

Allocation and Hard Pegging is applicable only for the following line procedures:

  • Part Loan
  • Part Delivery
  • Part Maintenance

Select the allocation and hard pegging type for the maintenance sales order lines. This field can have the following values:

  • Customer Based The inventory supply for the maintenance sales order line is allocated and/or hard pegged to the sold-to BP.
  • Order Based The inventory supply for the maintenance sales order line is allocated and/or hard pegged to the maintenance sales order line.
  • Customer Reference Based The supply for the maintenance sales order line is allocated and/or hard pegged to the maintenance sales order line. Customer Reference is used for subcontracting. In the subcontractor's system, the customer reference is populated by the manufacturer, using electronic messages .
  • 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.
Note: The field is available only when you select the Demand Pegging check box in the General Service Parameters (tsmdm0100m000) session.
Business Partner

The name of the business partner.

Business Partner

The description of the business partner.

Business Object Type

The type of business object. Example maintenance sales order.

Business Object

The identifier of the business object. Example maintenance sales order.

Business Object Reference

The reference to the business object. Example the line number of the maintenance sales order.

Reference

A reference code to which the inventory is allocated. LN can use the inventory only for an order with the same reference number.

Note: 

The field is enabled only when you set the Allocation and Hard Pegging Type field to one of the following:

  • Internal Reference Based LN uses the field to record an internal reference.
  • Customer Reference Based LN uses the field to record a reference code that is defined by a customer.
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

Use Unallocated Inventory is not applicable for part maintenance and part receipt lines.

Service Type

You can define Warehouse Order Type for Issue and Warehouse Order Type for Receipt for a service type in the Service Types (tsmdm0130m000) session. When a warehouse order is created for a maintenance sales order, LN selects Warehouse Order Type for Issue and Warehouse Order Type for Receipt for the service type.

If no Warehouse Order Type for Issue and Warehouse Order Type for Receipt for the service type is defined, LN selects the default warehouse order type that is defined in the Default Order Types by Origin (whinh0120m000) session.

Description

The description or name of the code.

Method

The pricing method that LN uses to invoice the maintenance work.

Allowed values

  • Time and Material.
  • Fixed Order Price.
  • Repair Warranty LN selects this value only if repair warranty is applicable on the item that is specified in the part maintenance line.
  • Quote Fixed LN selects this value only if the proposal method of the originating maintenance sales order quote is Fixed.
  • Quote Fixed Plus LN selects this value only if the proposal method of the originating maintenance sales order quote is Fixed Plus.

The value in this field can be changed if the order line status is In Process; the corresponding coverage line does not have the status Costed or Posted to Finance, and if the status of the corresponding work order is not Planned.

Note: Pricing Method can be Repair Warranty, Quote Fixed, and Quote Fixed Plus only if the line procedure is Maintenance.
Sales Price

The agreed price for the maintenance work. For the sale of replacements, this field indicates the sales price of the item.

Note: 

This field is only available if the pricing method is Fixed Order Price.

LN sets this value to zero if the Ownership field is set to Customer Owned.

Order Currency

The currency in which the sales price is expressed.

Sales Price Unit

The unit in which the sales price is expressed.

Sales Type

Indicates multiple accounts by one invoice-to business partner.

Coverage Contract

The number of the service contract that covers the maintenance/sales performed under this order line.

Coverage Time

The date and time that is used to calculate the coverage amount.

Apply Coverage

If this check box is selected, a coverage is applicable and a coverage line is created during confirmation of the shipment or receipt.

Note: This field is not applicable if the Ownership field is set to Customer Owned.
Number

The corresponding call number if the maintenance sales order originates from a call.

Planned Delivery Time

The planned delivery time of the item in the warehouse or location specified.

Obsolete

The ATP date when the specific spare part is available in the warehouse.

Note: 

ATP Date in the Line Number field is populated only if the ATP check is successfully performed .

The ATP date is updated automatically.

When the ATP date is greater than the planned delivery date, ERP resets the schedule start time and the planned delivery date to the corresponding ATP date.

The ATP date is not updated when the following occurs:

  • The Item is not present in the warehouse.
  • The master plan is not present.
  • The date does not fall within the range that is specified in the master plan horizon.

Ownership

The ownership of the service item.

Allowed values

  • Company Owned
  • Customer Owned
Note: 
  • The value is defaulted from the Ownership field in the Items - Service (tsmdm2100m000) session.
  • You cannot set this field to Customer Owned if the Ownership External check box is not selected in the Implemented Software Components (tccom0100s000) session.
Delivery Warehouse

The warehouse from which the item must be returned or delivered to the customer.

Note: If the line procedure is Maintenance, you can specify a location instead of a warehouse.
Lot Selection

lot selection

Delivery Lot

The lot to be delivered.

Delivered Quantity

The quantity to be delivered.

Actual Delivery Time

The time at which the item is actually delivered. This time is filled in automatically when the warehouse outbound procedure is completed, or the item delivery is confirmed using the Confirm Item Receipt/Delivery in Location (tsmsc1100m200) session.

Note: 
  • If you specify a location, you must manually enter the time.
  • A value in this field indicates the completion of the delivery procedure.

The Line Procedure of the related line.

Order Status
Description

The description or name of the code.

Description

The description or name of the code.

Freight Service Level Description

The description or name of the code.

Generate Freight Order

If this check box is selected, LN generates a freight order from maintenance sales order.

Freight Order Present

This checkbox is used to indicate the presence or absence of a freight order for the work order line.

Note: By default, the checkbox is selected.
Route

The route that is entered on the originating order. The default value is taken from the freight order header.

Planned Carrier

The carrier that is to transport the goods on the current freight order line. The value in this field is taken from the freight order header.

If the load building engine finds other carriers that offer lower prices and/or provide a better planning scope, the carrier that you enter in this field is overruled.

If you do not enter a carrier in this field, the load building engine selects a carrier.

If the carrier entered in this field is not to be overruled by the load building engine, select the carrier binding check box.

Carrier Binding

You can use this option to prevent the load building engine from overwriting the carrier that is selected for a given freight order line.

Note: 

The default value is set to No.

The field is available only if you define the carrier in the Carrier field.

Quote

The quote number linked to the maintenance sales order.

Revision

The revision number of the quote to which the maintenance sales order line 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.
Freight Service Level

The freight service level allows you to indicate the preferred transportation time for the item listed on the order line.

Invoice for Freight

Select the value to indicate how you can invoice the freight costs to the business partner.

This field can have the following values: (Finance)

  • By Service
  • By Freight Management
  • Not Applicable
Freight Costs Based On

Select the method to invoice the freight rates to the business partner.

This field can have the following values: (Finance)

  • Freight Costs: You can invoice the business partner based on the existing information.
  • Freight Costs (Update Allowed): Use this option to make changes in the freight costs by sending a second invoice to the business partner.
  • Client Rates: Freight costs are based on the client rate book in Pricing Control.
  • Not Applicable: No invoice for freight costs.
Freight Amount

The calculated transportation costs for the goods that are listed on the current order or order line.

Freight Amount Binding

If this check box is selected, the freight costs cannot be changed. You can calculate the invoice amount and select this check box to ensure that the amount is not recalculated or manually changed. If the freight costs that are calculated for the originating sales order line are made binding, this check box is unavailable and selected. To make this line binding, select the Freight Amount Binding check box in the Sales Order Lines (tdsls4101m000). If the invoicing method is Freight Costs or Freight Costs (Update Allowed), this check box is unavailable.

Actual Carrier

The actual carrier that delivers the goods.

Planned Unloading Time

The planned date and time on which unloading is to take place at the ship-to location. The default value is the planned delivery time.

Actual Unloading Time

The date and time at which unloading has actually been carried out. The default value is the planned delivery time. To update the actual unloading time, confirm the delivery in freight management.

Load

The freight load that is carried out by the carrier.

Shipment

The freight shipment that is transported in the load.

Weight

The weight of the goods that are listed on the Installation before transportation takes place.

Weight Unit

The unit in which the weight is expressed. The default measuring units used in Freight are defined in the Freight Master Data Parameters (fmfmd0100m000) session.

Reference

A free text field, in which you can enter a descriptive text or code. Default texts are taken from the corresponding freight order line. Entries in this field are not unique.

Search Item

The code of the covered item.

Use this field to check if you can provide coverage (either from a Warranty or from a Contract) to the item that is delivered or loaned to the customer

Note: The Contract/Warranty is picked up based on the Covered Item/Serial.
Search Item Serial Number

The serial number of the covered item.

Converted From

Indicates that the line is converted from other line procedures.

Note: 

The default value is Not Applicable.

The following are the other possible values:

  • Part Maintenance: When the line is converted from Part Maintenance to Part Receipt.
  • Part Loan: When the line is converted from Part Loan to Part Delivery.
Price Origin

The origin of the sales price. This is a display field.

Allowed values

Other

The default value for all other situations such as prices from price book, item service data and so on.

Contract

If a contract term is found for the material line based on the pricing contract of the service order or activity.

Manual

The price origin is set to manual after the price or price unit is changed by the user.

Master Routing

The price origin is set to master routing, if the price is retrieved from the master routing and not from the pricing contract.

Routing Option

The price origin is set to routing option, if the price is retrieved from the routing option and not from the pricing contract.

Reference Activity

The price origin is set to reference activity, if the price is retrieved from the reference activity and not from the pricing contract.

Travel Rate Book

The price origin is set to travel rate book, if the price is retrieved from the travel rate book and not from the pricing contract.

Item Service Data

The price origin is set to Item Service Data, if the price is retrieved from the Item Service Data and not from the pricing contract.

Default Price Book

The price origin is set to Default Price Book, if the price is retrieved from the Default Price Book and not from the pricing contract.

Price Structure

The price origin is set to Price Structure, if the price is retrieved from the Price Structure and not from the pricing contract.

Not Applicable
Note: LN sets this value to zero if the Ownership field is set to Customer Owned.
Business Partner of Inventory

The business partner who owns the item in inventory.

Note: 
  • This field is applicable only if the Ownership field is set to Customer Owned.
  • This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
Pricing Contract

The contract linked to the maintenance sales part line for which contract price is defined

Note: This field is not applicable if the Ownership field is set to Customer Owned.
Parent Item

The item code of the parent service item required for the service order.

Parent Serial Number

The serial number of the parent serialized item.

Position

The position number of the child item in the service order.

Contract Ignored

If this check box is selected/cleared, the following are the possible scenarios:

  • If this check box is selected, and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract is linked and the sales price of the service contract is overruled.
  • If this check box is selected, and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a service contract is not linked.
  • If this check box is cleared, and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are specified, a valid service contract exists and pricing terms data is used.
  • If this check box is cleared, and Pricing Contract, Pricing Contract Change and the Pricing Contract Line fields are not specified, a valid service contract does not exist.
Note: 

This is a display field.

This field is visible only if the Use Prices in Service Contracts check box is selected in the Contract Management Parameters (tsctm0100m000) session.

Warranty Type

The type of warranty applicable to the coverage lines linked to the maintenance sales order line.

Allowed values

Generic Warranty
No Warranty
Serialized Item Warranty
Warranty

The code of the warranty applicable to the coverage lines linked to the maintenance sales order line.

Note: 

This field is mandatory if the Warranty Type is set to a value other than No Warranty.

The value in this field cannot be modified if the Line Status is set to Costed, Closed or Canceled and/or the coverage line Status is set to Costed.

On Hand

The inventory on hand of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.

Business Partner

The business partner who is the owner of the part line item in the inventory.

Note: 
  • This field is applicable only if the Ownership field is set to Customer Owned.
  • This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This is defaulted from the Sold-to Ship-to Business Partner defined in the Maintenance Sales Orders (tsmsc1100m000) session. You can change the value in this field if the Allow to use Installation Owner instead of Sold-to BP on issue check box is selected in the Maintenance Sales Control Parameters (tsmsc0100m000) session.
Unit

The unit in which the quantity is expressed.

On Order

The inventory on order of the item listed in the Warehouse - Item Inventory (whwmd2115s000) session.

Allocated

The allocated inventory of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.

Committed

The inventory commitment of the item listed in the Warehouse - Item Inventory (whwmd2515m000) session.

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