Service Orders (tssoc2100m000)

Use this session to view, maintain, or create service 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.

Pro Forma Invoicing

To create pro forma invoice for the service order, you can use the Process Service Order Pro Forma Invoices option from the Action menu. The Process Service Order Pro Forma Invoices (tssoc2291m000) session is displayed wherein you can select the estimated cost lines based on the cost type, and process the pro forma invoices for the service order and the selected type of cost lines linked to the service order.

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

Note: 
  • To select multiple records, hold the CTRL key.
  • Use the Recalculate Price/Discounts Entire Order option to retrieve the default prices of the cost and invoice lines related to the service order or activity line from the service contract. This option is disabled if the price of the related cost lines, activities and invoice lines cannot be modified.

Field Information

Service Order

The number used to identify the service order.

When you create a service order in the details session, you must select a series to assign the service order to. LN then generates a number for the service order.

Description

If the service order is created for an external customer, this field displays the name of the sold-to business partner.

If the service order is created for an internal business partner, this field displays the description of the service department that carries out the service order.

Service Order Status

The service order's current status.

Acknowledgement Print Status

Indicates the print status of the service order acknowledgement.

Note: 
  • The field cannot be modified manually.
  • If the Use Coverage Calculation for Estimates and the Use Tax for Estimates check boxes are cleared in the Service Order Parameters (tssoc0100m000) session, and the acknowledgements cannot be printed, the To be Printed and Printed statuses are not applicable.
  • If the acknowledgements must be printed by definition in the service order parameters or service office settings by service office, this value is updated to To be Printed for the new and modified service orders.
  • If this field is set to To be Printed, the service order acknowledgement must be printed before releasing the order.
  • If this field is set to Not Required, printing the service order acknowledgement is not required before releasing the order.

Allowed values

Not Required
To be Printed
Printed
Installation Group

The installation group for which the service order is created.

Note: The value in this field is defaulted from the installation group linked to the serialized item.
Description

The name or description of the Installation group.

Item

The serialized item for which the service order is created. The Item and the Serial Number field along with the Installation Group field, identify the configuration or installation on which the service work is performed. For more information please refer to Handling Serialized Item during Service Order creation/generation.

Note: 
  • This field is disabled if the Status of the service order is set to a value other than Free or Planned.
  • The Item Type must not be set to Generic in the Items (tcibd0501m000) session.
  • You must specify this value if the Serial Number is specified and the Empty Item Field Allowed check box is cleared in the Configuration Management Parameters (tscfg0100m000) session.
  • The serialized item must be a part of the specified Installation Group.
  • 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 serial number of the serialized service item.

Note: 
  • This field is disabled if the status of the service order is set to a value other than Free or Planned.
  • This field is applicable if:
    • the Status of the serialized item is set to Active, Working Condition, or Defective and is not set to Superseded in the Serialized Items (tscfg2100m000) session.
    • the serialized item is linked to the specified Installation Group.
    • the serialized item is of type Tool that must be refurbished and the Status is not set to New or Blocked.
  • You must specify this value if the item is not a service item.
Description

The description or name of the code.

Department

If the service order is for an internal customer, this field displays your company's department that owns the service order's Installation group.

Default value

The department specified for the Installation group in the Installation Groups (tsbsc1100m000) session.

Business Partner

If the service order is created for an external customer, this field displays the name of the sold-to business partner.

If the service order is created for an internal business partners, this field displays the description of the service department that carries out the service order.

Note: 

LN uses the following search sequence to default this value from:

  1. the sold-to business partner linked to the Item and/or Installation Group
  2. the sold-to business partner linked to the invoice-to business partner
  3. the sold-to business partner of the Project
Name

The name of the business partner.

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 service 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.
Order Discount

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

Note: This field is applicable only if the Use Order Discount check box is selected in the Service Order Parameters (tssoc0100m000) session.
Project

The code of the project to which the service order is pegged

Note: 
  • This field is displayed only if:
    • The Project (TP) and the Project Control (PCS) check boxes are selected in the Implemented Software Components (tccom0100s000) session.
    • The Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • If the Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session, you can specify a Project (TP) or a Project (PCS).
  • You can specify this value only if the service order status is set to Free.
  • You can specify a Project (TP):
    • That is not linked to a contract in Infor LN Project and for which invoicing through sales is allowed.
    • With the status, Active.
    • For which, the Budget by field is not set to Element in the Project (tppdm6600m400) session.
    • If the service order is project pegged, and the item specified for the service order is not project pegged.
    • If the service order is linked to a quote and the service order is not project pegged.
  • You can specify a Project (PCS) if:
    • That is not Budget type project.
    • That is not an Investment project.
    • For which, Engineering is allowed.
    • With the status, Active.
  • This value must be specified if in the Items (tcibd0501m000) session:
    • The Mandatory Project Peg check box is selected for the item specified on the service order.
    • The Inherit Project Peg check box is selected and the Project Peg is maintained on the service order header/activity.
  • You cannot modify this value if:
    • The service order status is Free, the Project (TP) check box is selected in the Implemented Software Components (tccom0100s000) session and a Project (TP) is specified.
    • The service order status is Free or Planned and the Project (TP) check box is cleared in the Implemented Software Components (tccom0100s000) session
    • Intercompany trade orders are linked to the service order.
  • This value is defaulted from the Service Contracts (tsctm3100m000) session if a contract is linked to the service order.
Element

The code of the element linked to the Project.

Note: 
  • This field is displayed only if:
    • The Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
    • The Element check box is selected in the Project Parameters (tppdm0100s000) session.
  • This field is enabled only if:
    • The Project is specified.
    • The specified Project is not a PCS project.
  • You can modify this value only if the service order status is set to Free.
Description

The description or name of the code.

Activity

The code of the activity linked to the Project.

Note: 
  • This field is displayed only if:
    • The Use Project Pegging in Field Service check box is selected in the Service Order Parameters (tssoc0100m000) session.
    • The Activity check box is selected in the Project Parameters (tppdm0100s000) session.
  • This field is enabled only if:
    • The Project is specified.
    • The specified Project is not a PCS project.
  • You can modify this value only if the service order status is set to Free.
Description

The description or name of the code.

Project Peg Origin

The origin of the project peg.

Allowed values

Costing Break
Not Applicable
Manual
Top Demand
Note: 
  • This field is displayed only if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session.
  • This field is applicable only if the service order is project pegged.
  • By default, this field is set to:
    • Top Demand, when the service order is generated from Infor LN Project .
    • Manual, if the service order is project pegged and the costing breaks are implemented.
    • Not Applicable, when the project peg or the costing breaks is not applicable.
Service Office

The service department that carries out the service order.

Note: 

This value is defaulted from:

  • the Service User Profiles (tsmdm1150m000) session.
  • the Serialized Items (tscfg2100m000) session if the serialized item is specified.
  • the Installation Groups (tsbsc1100m000) session, if this value is not specified in the Serialized Items (tscfg2100m000) session.
Financial Department

The financial department enables you to process financial transactions for an order in another financial company than the financial company of the sales office.

Note: 
  • The financial department must have a tax ID in the tax country.
  • This field is only visible if the Use Tax Numbers of other Financial Companies check box is selected in the Tax Parameters (tctax0100m000) session.

Default value

  • This field is defaulted from the service department field.
  • This field retrieves the default financial data of its financial company for the service order.
Tax Classification

An attribute of order header and order lines that you can use to define tax exceptions for the transactions. LN retrieves the default tax classification from the invoice-from and invoice-to business partners.

Note: 

For example, you can use the tax classification to indicate the following:

  • Payment to an invoice-to business partner is subject to withholding tax and social contributions.
  • Business partners with the same tax aspects for your company, for example, subcontractors or agents, must be grouped.
  • Tax must be paid in a country other than the sales office or service office’s home country.
Number

The code of the service-order quote linked to the service order.

Note: This field is displayed only if the Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
Revision

The revision number of the quote linked to the service order.

Note: 

This field is displayed only if:

  • The Use Service Order Quotes for Service Orders check box is cleared in the Service Order Parameters (tssoc0100m000) session.
  • The Use Revisions check box is selected in the Service Quote Parameters (tsepp0100m000) session.
Description

The description or name of the code.

Preferred Engineer

The service employee preferred to implement the service order.

Note: 
  • Users can only fill in this field if the service-order status is Free, Planned, or Released.
  • If you allocate a service engineer for an entire service order, this field is filled and can be changed manually.
  • If you change the service employee on the order header, this can lead to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, as well as in the destination of the warehouse transfer and issue orders.
  • This value is defaulted from the Serialized Items (tscfg2100m000) session or the Installation Groups (tsbsc1100m000) session.
Description

The service engineer's name.

Service Type

The code of the service type.

Note: 
  • This value is defaulted from the Service Order Parameters (tssoc0100m000) session based on the process by which the service order is created. This value is defaulted from the Repair Warranty field if the Item is covered by a warranty.
  • If the service type has a linked service user template, that has default cost lines specified in the Service User Templates (tsmdm1660m000) session, LN defaults the active cost lines in the service order cost lines’ sessions, only when a new service order activity is created.
  • You can define an issue and a receipt warehouse order type for a service type in the Service Types (tsmdm0130m000) session. If a warehouse order is created for a service order, LN selects the Warehouse Order Type for Issue or the Warehouse Order Type for Receipt defined for the service type.
  • If an Issue and Receipt warehouse order type is not defined for the service type, LN selects the default Warehousing Order Type defined in Default Order Types by Origin (whinh0120m000) session.
Order Procedure

order procedure

Default value

The order procedure that is linked to the selected service type.

Interrupted

If this check box is selected, the service order has been temporarily put on hold.

Note: You can only select this check box if the service order's status is Released. If you clear this check box, LN does not clear the Interruption Reason field, because this interruption reason can be used for information.
Interruption Reason

The service order's interruption reason.

Canceled

If this check box is selected, the service order has been cancelled.

Note: You can cancel service orders in the Cancel Service Order (tssoc2204m000) session.
Cancel Date

The date on which the service order was cancelled.

Note: You can cancel service orders in the Cancel Service Order (tssoc2204m000) session.
Blocked

If this check box is selected, the service order is blocked.

Note: You can specify blocking reasons in the Service Order Parameters (tssoc0100m000) session. If you select any blocking reasons, LN performs blocking checks on the service order each time you attempt to change the order's status.

Cancel Reason

The reason why the service order was canceled.

Note: The reason that appears in this field is the reason the user specifies in the Cancel Service Order (tssoc2204m000) session at service order cancellation.
Cancel Text

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

Note: The user enters this text in the Cancel Service Order (tssoc2204m000) session at service order cancellation.

Order Text

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

Site

The code of the site responsible to execute the service order.

Note: This field is enabled only if the Business Partner is not specified.

Order Date

The date and time at which the service order was entered in LN.

Last Updated

The date and time at which the service order's details were last modified.

Order Duration

The time required to carry out the service order, which is the duration of all the related service-order activities.

  • The duration cannot be entered on the order header.
  • The duration is determined as the duration between the planned start time and planned finish time of the order header, based on availability of the calendars.
Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Travel Duration

The amount of time the service engineer requires to travel to the location where the service order is to be implemented.

Note: 
  • This field is enabled only if the Travel Planning Method field is set to Order Based.
  • This value is defaulted based on the specified Item, Serial Number, Installation Group, Service Area and Service Office.
Travel Distance

The travel distance for the service order.

Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Planned Start Time

The time by which the service order must be started.

Note: 
  • This field is available only for the service orders with the status Free, Planned, and Released.
  • If you add an activity to the service order with a planned start time (PST) that is earlier than the value you enter in this field, LN updates this field with the value of the activity's PST.
Planned Finish Time

The time when service order is planned to finish.

If you add a service order activity with a Planned Finish Time (PFT) that is later than the value you enter in this field, LN updates this field with the value of the activity's PFT.

Note: 
  • This field is applicable only for the service orders that has the Free, Planned or Released status.
  • This value is calculated and defaulted based on the specified Order Duration and calendar, which is based on the Preferred Engineer, Installation Group, Item, Serial Number and the Service Office.
Earliest Start Time

The earliest time at which work on the service order is planned to start.

This date is used as the planned delivery date for allocating the required materials in a warehouse or as the planned delivery date for items to be purchased.

Note: 
  • The earliest start time of the header is determined by subtracting the smallest slack time from the planned start time of the header.
Latest Finish Time

The time at which the service order is planned to finish at the latest.

Note: 
  • The latest finish time of the header is determined by adding the smallest slack time to the planned finish time of the header.
Turnaround Time Terms

LN selects this check box if a TAT Document is linked to the specified Coverage Contract. The TAT data of the TAT Document linked to the contract is copied to the TAT Document created for the service order activity related to the service order.

Material Issue Constraint

The level at which, all the material must be shipped completely.

Allowed values

Order Complete
None
Activity Complete
Note: 
  • LN defaults this value from the Service Order Parameters (tssoc0100m000) session.
  • This field is disabled if:
    • The Status of the Service Order is set to Completed.
    • For a Released Service Order, a related warehouse order exists, that cannot be modified.

Dispatch Time of the service order

The time frame within which the service organisation must provide a response to the customer.

Actual Travel Start Time

The time at which the service engineer departs for the service location to carry out the service order.

Note: You can only maintain this field if the order status is Released.
Actual Start Time

The actual time at which the service engineer starts work on the service order.

Note: You can only maintain this field if the order status is Released.
Actual Finish Time

The actual time at which the service engineer completes work on the service order.

Note: You can only maintain this field if the order status is Released.
Coverage Time

For contract, quote, or warranty coverages, the date and time as of which these coverages apply to the service order.

Sold-to Address

The address code of the sold-to business partner.

Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Address

The address of the business partner.

Contact

The sold-to business partner's contact.

Note: This value is defaulted based on the Business Partner, Installation Group, Item and Serial Number.
First Invoice Reference

Any further reference information about the business partner that you want to include with the service order.

Note: 

You can only maintain this field if the sold-to BP field is filled, and if the order status is Free or Planned.

This field is available in the Released or Completed statuses if no actual cost lines are present for the order.

Second Invoice Reference

Any further reference information about the business partner that you would like to include with the service order.

Note: 

You can only maintain this field if the sold-to BP field is filled, and the order status is Free or Planned.

This field is available in the Released or Completed statuses if no cost lines are present for the order.

Sales Representative

The employee responsible for the service order.

Line of Business

line of business

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 Planned and if the Business Partner field is filled.
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 linked to the business partner and used to determine the service order's sales price.

Default value

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

Coverage Contract

If an active service contract covers the service order's Installation group, the contract number appears in this field.

Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Number

If the service order is created from a transferred service quote order, the service order quote's number appears in this field.

Route

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

Carrier/LSP

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

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

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.

Ship Materials To

The address type used as the shipping address for the material cost line related to the order.

Note: 
  • The value in this field is defaulted from the Service Order Parameters (tssoc0100m000) session or by default the value is set to Ship-to BP Address.
  • The value in this field can be set to In-Use-by BP Address or Dealer Address only if an Installation Group or serialized Item is specified and the related addresses are specified.
  • This is a display field if the Order Status field is not set to Free or Planned.

Allowed values

Ship-to BP Address
Location Address
Owner Address
In-Use-by BP Address
Dealer Address
Subcontractor Address
Not Applicable
Business Partner

The ship-to business partner who receives the service order's material requirements.

Address

The ship-to business partner's address code.

Contact

The ship-to business partner's contact.

Default value

The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.

Delivery Terms

The delivery terms as retrieved from the Delivery Terms (tcmcs0141m000) session.

This field is used as an informative field that can be sent to the Warehousing Package for the Shipment / Receipt related agreements made between supplier and customer.

  • This field is available only for external service orders.
  • This field is available only for the service orders with status Free or Planned.
Description

The description or name of the code.

Point of Title Passage

The point of title passage, as retrieved from the Points of Title Passage (tcmcs0142m000) session.

The point of title passage is the point of location at which the transition of responsibility of a consignment transfers from the supplier to the customer. In Service, the transfer is from the service company to the customer.

  • This field is available only for external service orders.
  • This field is available only for the service orders with status Free or Planned.
Description

The description or name of the code.

Address

The address code of the location at which materials must be received by the ship-to business partner.

Note: 

LN uses the following search sequence to default the address linked to:

  1. the Installation Group, or the Item, and the Serial Number, if specified.
  2. the ship-to business partner linked to the Business Partner, if specified.
  3. the Business Partner, if specified.
  4. the Project, if specified.
Country

The country in which the above address is located.

Coverage Type

The service order's coverage type.

Service Area

The code of the service area in which the service order is carried out.

Note: 

This value is defaulted from:

  • the Serialized Items (tscfg2100m000) session if the serialized item is specified.
  • the Installation Groups (tsbsc1100m000) session, if this value is not specified in the Serialized Items (tscfg2100m000) session.
Note: 

You can only maintain this field if:

  • The order status is Free or Planned.
  • The Use Service Areas check box is selected in the General Service Parameters (tsmdm0100m000) session.

This field is available in the Released or Completed statuses if no actual cost lines are present for the order.

Service Car

The service car the service engineer uses to drive to the service location.

Default value

The service car related to the service employee. If a service engineer is related to the service order when you run the Service Order Resource Planning (tssoc2260m000) session, this field is filled by default.

Note: 
  • This field is used for information purposes only.
  • This field is only available if the Business Partner field is filled, and if the service-order status is Free, Planned or Released.
  • Any changes to the service car on the order header leads to a change in service car, which in turn leads to changes in the actual warehouse of the material lines with delivery type From Warehouse in Car, and in the destination of the warehouse transfer and issue orders. The following table describes each of these changes:
Transfer Order Issue Order Action
Not Processed Not Processed The material lines are updated with the new car warehouse. Transfer and issue orders are updated with the new car warehouse.
Processed Not Processed The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." The material lines are updated with the new car warehouse. Transfer orders are not updated with the new car warehouse, but issue orders are updated with the new car warehouse.
Not Processed Processed The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
Processed Processed The following message appears: "Already processed Transfer Order(s) and Issue Order(s) will not be updated." Material lines are not updated with the new car warehouse. Transfer and issue orders are not updated with the new car warehouse.
Blank Order Sheet

If the service engineer uses prenumbered blank sheets to record the service order's cost specifications, in this field, you must specify the number of the sheet on which the service engineer records the service order's cost.

Note: You can only maintain this field if the order status is Released.
Business Partner

The service order's invoice-to business partner.

Address

The invoice-to business partner's address code.

Contact

The invoice-to business partner's contact.

Default value

The contact specified for the business partner in the Invoice-to Business Partners (tccom4512m000) session.

Sales Type

Users can maintain separate accounts based on sales type.

Description

The description of the sales type.

Payment Terms

The payment terms used to invoice the business partner for the service order costs.

Default value

The payment terms assigned to the business partner in the Invoice-to Business Partners (tccom4512m000) session.

Late Payment Surcharge

The code of the late payment surcharge that applies to the service order's costs.

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, and you change the service order status to Costed, LN posts all actual cost lines to Invoicing simultaneously.

Default value

Selected.

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

Note: 
  • If the service order status is Free or Planned, you can modify the setting in this field.
  • For internal service orders, this field is not applicable.
Invoice Text

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

VAT Based On

If this check box is selected, VAT calculation is based on goods or services.

Allowed values

VAT Based on Goods

The goods flow is considered to determine the correct VAT values.

VAT Based on Services

The place (location address) where the service is performed, is considered, to determine the correct VAT values.

Note: LN determines the defaults for the tax country and the tax code based on the option you choose.
Currency

The currency used to express the service order's costs.

Default value

The invoice-to business partner's currency.

Description

The exchange rate type to which the currency belongs. Exchange rate type is a method used to group currency exchange rates. You can assign currency exchanges to various invoices, to business partners, and/or to numerous types of transactions, such as Purchase Sales and so on.

Rate Determiner

The method used to fix the currency rates for a service order's costs when the rates are expressed in a currency other than your company's home currency.

Rate/Rate Factor

The defined currency rate.

Business Partner

The pay-by business partner who pays the costs of the service order.

Contact

The code of the pay-by business partner's contact.

Default value

The contact specified for the business partner in the Pay-by Business Partners (tccom4514m000) details session.

Pricing Contract

The contract linked to the service order line for which contract price is defined.

Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Pricing Contract Change

The number that identifies the active contract change number at the time of linking. The order uses the contract terms that are activated for this contract change number.

Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Pricing Method

The pricing method used to invoice the service order.

Allowed values

Fixed Activity Price
Fixed Order Price
Time and Material
Not Applicable
Note: 

If the Pricing Method field is set to Fixed Order Price, a record is created in Service Order Fixed Prices (tssoc2115m000) session.

This field is derived if:

  • the Pricing Contract is specified or

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Use Coverage Calculation for Estimates

Indicates that you can maintain the cost and sales amounts for the estimated cost lines that LN creates for the service order cost lines, linked to the selected service order.

Note: This value is defaulted from the Service Order Parameters (tssoc0100m000) session, when a service order is created. You cannot modify this setting.
Estimated Sales Price

The estimated sales price for the service order, before the order is Released.

Note: 
  • This field is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) session and this session.
  • This value is defaulted from the Sales Price field only if:
    • The Pricing Method is set to Fixed Order Price.
    • The service order Status is set to Free or Planned.
Estimated Order Amount

The total sales amount of the header, all activities and all estimated cost lines. This price is expressed in the currency specified in the Currency field.

Material
Inventory Check Status

The overall inventory status for all the material lines belonging to the order.

Allowed values

Free
Shortage

Indicates that one or more material lines has status 'Shortage'.

Supply is late

Indicates that no material lines has status 'Shortage' and one or more material line has status 'Supply is late'

Available

Indicates that all material lines are available.

Pending
ATP Inventory Available

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the ATP check.

Available Date

Latest ATP Date for all the material lines belonging to the order.

Checked On Date

Latest ATP Check On Date for all the material lines belonging to the order.

Planned Inventory Available

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the Planned inventory check.

Available Date

Latest Planned Available Date for all the material lines belonging to the order.

Checked On Date

Latest Planned Check On Date for all the material lines belonging to the order.

On Hand Inventory Available

Indicates if the inventory for all the material lines belonging to the order is available, calculated by the On Hand inventory check.

Checked On Date

Latest On Hand Check On Date for all the material lines belonging to the order.

Actual Order Amount

The total sales amount of the header, all activities and all actual cost lines. This price is expressed in the currency specified in the Currency field.

Price Origin

The origin from which the sales price is retrieved.

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

Default value

Not Applicable

Sales Price

The sales price for the Service Order. This price is expressed in the currency specified in the Currency field.

Note: 
  • This field is applicable only if the Pricing Method is set to Fixed Order Price.
  • This field is enabled only if the Order Status is set to Free, Planned or Released.
  • When the pricing contract is specified for the service order, LN defaults the sales price (fixed order price) from the Fixed Price Terms (tsctm1111m000) session based on the following criteria:
    • The Master Routing/ Routing Option specified in the Fixed Price Terms (tsctm1111m000) session must be same as that specified for the service order.
    • If the above criteria is not met, the Price Level must set to Any Order in the Fixed Price Terms (tsctm1111m000) session.
  • When the pricing contract is not specified, but the master routing/routing option is specified for the service order, LN defaults the sales price from the Master Routings (tsacm1101m100)/ Routing Options (tsacm1101m200) session, if the Fixed Price check box selected.
  • If the Pricing Contract is not specified, the sales price is defaulted from the Master Routings (tsacm1101m100)/ Routing Options (tsacm1101m200) session only if the Fixed Price check box is selected.
Master Routing

The master routing used to determine the fixed order price for the service order.

Note: 
  • This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session.
  • For this master routing, the Activity Use field must be set to Field Service or General in the Master Routings (tsacm1101m100) session.
  • This field is enabled only if the Order Status is set to Free, Planned or Released.
  • LN defaults this value from the Master Routings (tsacm1101m100) session, if master routing is specified for the service order. In case a service order quote is linked to the service order, LN defaults this value from the Service Order Quotes (tssoc1100m000) session.
Description

The description or name of the code.

Routing Option

The routing option used to determine the fixed order price for the service order.

Note: 
  • This field is applicable only if the Use Master Routing check box is selected in the Service Order Parameters (tssoc0100m000) session and the master routing is specified.
  • This value must be linked to the Master Routing in the Routing Options (tsacm1101m200) session.
  • This field is enabled only if the Order Status is set to Free, Planned or Released.
  • LN defaults this value with the routing option linked to the specified Master Routing.
Serialized Item Warranty

The code of the serialized item warranty linked to the service order.

Warranty Type

The type of warranty applicable for the cost lines linked to the service order activity.

Allowed values

Generic Warranty
No Warranty
Serialized Item Warranty
Note: 
  • You can set this field to Serialized Item Warranty only if the specified Item is a serialized item.
  • This field is disabled if:
    • the Pricing Method is set to Fixed Order Price.
    • the status of the service order is set to Costed, Closed, Canceled, or Rejected.
    • the status of the actual cost lines is set to Costed or Posted to Finance.
Warranty

The warranty applicable to the cost lines of the service order activity.

Note: 
  • This field is applicable only if the Warranty Type field is set to Generic Warranty or Serialized Item Warranty.
  • The warranty linked to the service type is defaulted if:
    • the Warranty Type is set to Generic Warranty.
    • the Force Generic Warranty check box is selected in the Service Types (tsmdm0130m000) session or
    • no warranty is defined for the serialized item.
  • The warranty defined for the serialized item or warranty template is defaulted if:
    • the Warranty Type is set to Serialized Item Warranty.
    • the Force Generic Warranty check box is cleared in the Service Types (tsmdm0130m000) session.
  • This field is disabled if:
    • the status of the service order is set to Costed, Closed, Canceled, or Rejected.
    • the status of the actual cost lines is set to Costed or Posted to Finance.
    • the Order Activity Status is set to Costed and/or the Status of a cost line is set to Costed.
Description

The description or name of the code.

Pricing Contract Line

Contract configuration line linked to the service order line for which contract price is defined. This is a display field.

Note: 

LN defaults this value from the serialized item or installation group, based on the following search criteria:

  1. Serialized item/serial number. If not specified,
  2. the Installation Group

You can define the search criteria for serialized item and installation group in the Search Criteria (Serialized Items) (tsmdm0281m000) session and the Search Criteria (Installation Groups) (tsmdm0280m000) session.

Description

The description or name of the code.

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 not selected 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 not selected 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.

Travel Planning Method

The method that indicates whether the travel planning is based on service order header or service order activity line.

Allowed values

Order Based
Activity Based
Not Applicable
Note: If this field is set to Not Applicable, the value is defaulted from the Service Types (tsmdm0130m000) session. If this field is set to a value other than Not Applicable, the value is defaulted from the Service Order Parameters (tssoc0100m000)
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