Service Order Material Costs (tssoc2122m000)

Field Information

Service Order

The code of the service order for which the material costs are listed.

Description

The description or name of the code.

Order Status

The status of the service order.

Allowed values

Planned

When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.

Released

Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.

Completed

The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose Complete on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.

Costed

The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.

Note: Before you change the status to Costed, make sure that all the service order's actual cost lines are entered, and financially approved.

Closed

You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.

Canceled

You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.

Note: If costs are already invoiced (cost line status is Costed or Posted to Finance), you cannot change the status of the service order and its related activities to Canceled.

Rejected

Free

The status when you first define a service order.

Line

The line number of the service order.

Activity Line

If the cost line is specified for one of the service order's activities, in this field, you can specify the activity's line number.

Item

The code of the item required for the service order.

Discount Policy

The policy applicable for discounts.

Allowed values

Apply Discounts Before Coverage

Apply Discounts After Coverage

Multilevel Discounts

If this check box is selected, LN indicates that more than one discount is defined using the Line Discounts option.

Total Discount Amount

Total discount amount provided for the material cost line.

Last Transaction Date Actual Cost Line

The date and time when the cost line data is last modified.

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.

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.

Description

The description or name of the code.

Exempt

The cost line exempted from tax classification.

Business Partner Identification Number

The tax number of the business partner.

Exemption Certificate

The tax exemption certificate number.

Exemption Reason

The reason why the sold-to business partner or your company is exempt from sales tax.

Sales Invoice Document Number

The sales invoice.

Sales Invoice Transaction Type

Type of invoice sent to customer related to field purchase.

Sales Invoice Date

The date and time of the sales invoice.

Sales Invoice Company

The code of the financial company.

Sales Invoice Posting Date

The date on which the cost line’s invoice is posted from the Invoicing module in Invoicing to the General Ledger module in Financials .

Document

Document related to field purchase.

Transaction Type

Type of invoice sent to customer related to field purchase.

Line

Line related to field purchase.

Financial Company

Financial company of invoice sent to customer related to field purchase.

Sequence

The value in this field is defaulted when the cost line is booked from the Transactions (tfgld1101m000) session in Financials .

Business Partner

The name of the business partner. The inventory supply for the service order line must be allocated and/or hard pegged to the sold-to BP.

Description

The description or name of the code.

Business Object Type

The type of business object. Example service order.

Allowed values

Service (Manual)

Maintenance Sales Order

maintenance sales order

Maintenance Sales (Manual)

Maintenance Work Order

maintenance order

Maintenance Work Order (Manual)

Sales Order

sales order

Sales Schedule

sales schedule

Not Applicable

Sales (Manual)

Service Order

service order

Business Object

The identifier of the business object. Example service order number.

Business Object Reference

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

Actual Warehouse

The warehouse from which the item is delivered.

Allocated to Quantity

The inventory that is allocated in the warehouse as specified in the service order.

Demand Pegged to Quantity

The total quantity of supply orders that is hard pegged and will be received in the Warehouse, expressed in the sales unit. This quantity is hard pegged to the service order cost line.

Unallocated Quantity

The inventory of the item available in the warehouse that can be allocated to service order.

Unallocated Quantity

The inventory of the item available in the warehouse that can be allocated to service order, measured in inventory unit. LN calculates the quantity based on the unit specified in the Items (tcibd0501m000) session.

Inventory Units

The inventory unit in which the item is measured. Example are piece, kilogram, box of 12, or meter.

Hard Pegged to Quantity

The total quantity of supply orders that is hard pegged and received in the warehouse, measured in the inventory unit. LN calculates the quantity based on the unit specified in the Items (tcibd0501m000) session.

Unallocated Quantity

The inventory of the item available in the warehouse that can be allocated to service order, measured in inventory unit. LN calculates the quantity based on the unit specified in the Items (tcibd0501m000) session.

Serial Number

The serial number of the item required for the service order.

Description

The description or name of the code.

Reference Item

The PCS project item or a standard item. The reference item is referred to generate a customized item by creating a new PCS project for the sold-to business partner specified on the service order header. You can also link the reference item, as a project part, to an existing PCS project for the Sold-to BP specified on the service order header. The reference item can belong to the PCS project of any business partner.

Estimated

If the cost line was first entered in the Service Order Estimated Material Costs (tssoc2120m000) session, and copied to this session, the estimated quantity is the quantity of the item estimated to be required for the service order.

Estimated Sales Quantity Unit

The unit in which the Estimated Quantity is expressed.

Note: 

• You can select this value (in the estimated phase) from the Units by Unit Set (tcmcs0112m000) session, based on the unit set linked to the item.
• For the non-serialized items, this value is defaulted from the Sales Quantity Unit field in the Items - Service (tsmdm2100m000) session.
• For the serialized items, this value is defaulted from the Inventory Unit field in the Items (tcibd0501m000) session and you cannot modify this value.
• If a planned activity is transferred to a service order, this value is defaulted from the Quantity Unit field in the Planned Activity - Material Requirements (tsspc2110m000) session.
• In the estimated phase, this value is defaulted to the Sales Quantity Unit field.

Quantity based on the Activity Number of Units

If this check box is selected and the number of units for an activity (agreement) is modified, the estimated or required quantity is multiplied or divided based on the requirement.

Sales Quantity Unit

The unit in which the Actual Quantity is expressed.

Note: 

• This unit is also used to express the following quantities:
  • Required Quantity
  • Subsequent Delivery Quantity
• In the estimated phase, this value is defaulted from the Estimated Sales Quantity Unit field.
• To avoid the rounding issues, LN converts this value to the inventory unit if:
  • This value is different from the item inventory unit.
  • The issued or the received quantity is less than the required quantity.

Estimated Warehouse

The warehouse from which the item must be delivered.

Cost Component

The cost line's cost component.

Description

The description or name of the code.

Required Quantity

The quantity of the item that must be delivered.

Note: If you specify a value in this field, and the Delivery Type is set to From Warehouse or From Warehouse in Car or From Warehouse by Transport or To Warehouse or To Warehouse by Transport, the issue procedure is initiated in Infor LN Warehousing, after the cost line is saved .

Actual

The actual quantity of the material that is issued or received for a service order.

Note: When the material is issued or received in Warehousing or Purchase Control , LN defaults that quantity in this field.

Unit

The unit in which the quantity is expressed.

Note: This value is defaulted from the Inventory Unit field in the Items (tcibd0501m000) session and is used to express the Issued Quantity and the Actual in Inventory Unit.

Engineering Item Revision

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

Delivery Type

The method by which the required materials are delivered.

Allowed values

From Service Kit

A service kit is used to solve calls with a minimum set of spare parts, or just as a standard set of basic spare parts that are frequently used. The service kit is replenished on actual usage, and is not assigned in the estimated service-order cost calculation.

From Service Inventory

Bulk materials such as bolts and nuts.

From Dealer's Inventory

By Purchase Order

Parts that are not held on stock, such as expensive parts or non-storable parts, and that must be purchased. A purchase order for these parts is generated when you run global SRP.

By Field Purchase

Parts that must be purchased locally at the location where the activity is carried out.

To Scrap

To Warehouse

Parts that must be returned to the warehouse, for example, insurance parts that are refurbished in an overhaul shop (not applicable to maintenance items).

To Warehouse by Transport

Parts that must be returned to the warehouse, and that must be transported in a special way, for example, transport on a special truck (not applicable to maintenance items).

Supplier Direct Delivery

Supplier Direct Return

Not Applicable

From Warehouse

If the delivery is from a central or regional warehouse, and the warehouse on the material line is specified, the planned deliveries are normally allocated in the warehouse of the item. Use this delivery type if no service cars are defined, or if service cars are not defined as separate warehouses.

From Warehouse in Car

Select this option if parts are transported by a service car and these service cars are defined as separate warehouses. During global SRP, allocations are made in the central warehouse. While Releasing a Service Order, a transfer order is created from the central warehouse to the service car.

From Car

Parts are transported by a service car related to warehouse and transfer warehouse orders are not generated.

The car must be replenished using the normal warehouse procedures such as Time Phased Order Point (TPOP) or Order Controlled/Batch (OCB).

From Warehouse by Transport

Select this option if parts must be separately transported because of their size. While Releasing a Service Order, a transfer order is created from the central warehouse to the warehouse that is defined for the ship-to business partner.

Return Reason

The code of the return reason.

Description

The description or name of the code.

Service Kit

The code of the service kit.

Project

The code of the project to which the material cost line is pegged.

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.
• This field is applicable if the service order is project pegged and the project specified on the service order header is a TP Project.
• This value is defaulted from the service order header/activity.
• You must specify this value if the Mandatory Project Peg check box is selected in the Items (tcibd0501m000) session for the item specified on the material line.
• You can specify a project:
  • That is not linked to a TP contract and invoicing through sales is allowed.
  • For which the status is set to Active.
  • That is not a PCS Project.

Description

The description or name of the code.

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 applicable only if:
  • The Project is specified.
  • Project Element is applicable for Project (TP check)
• This value is defaulted from the Costing Breaks - Service Material (tppdm3103m000) session if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. This value is defaulted from the service order/activity if the Costing Breaks check box is cleared in the Implemented Software Components (tccom0100s000) session or if a value is not specified in the Costing Breaks - Service Material (tppdm3103m000) session.
• 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 material line.
  • The Inherit Project Peg check box is selected and the Project Peg is maintained on the service order header/activity.

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 applicable only if:
  • The Project is specified.
  • Project Activity is applicable for Project (TP check)
• This value is defaulted from the Costing Breaks - Service Material (tppdm3103m000) session if the Costing Breaks check box is selected in the Implemented Software Components (tccom0100s000) session. This value is defaulted from the service order/activity if the Costing Breaks check box is cleared in the Implemented Software Components (tccom0100s000) session or if a value is not specified in the Costing Breaks - Service Material (tppdm3103m000) session.
• 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 material line.
  • The Inherit Project Peg check box is selected and the Project Peg is maintained on the service order header/activity.

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:
  • Costing Break, when the project peg is defaulted from the Costing Breaks - Service Material (tppdm3103m000) session.
  • Top Demand, when the project peg is defaulted from the service order header or the service contract linked to the service order.
  • Not Applicable, when the project peg or the costing breaks is not applicable.

Project Pegged Inventory

Indicates if the item must be linked from the project pegged inventory.

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.
• This field is applicable only if the service order is project pegged.
• By default, this check box is cleared. LN selects this check box only when the material is project pegged.

Ownership

The ownership of the service item.

Allowed values

• Company Owned
• Customer Owned

Note: 

• This field is applicable only if the Ownership External check box is selected in the Implemented Software Components (tccom0100s000) session.
• LN defaults this value from:
  • the Resource Requirements (tsacm2120m000) session, if the material cost line is created based on the reference activity linked to the service order activity.
  • the Planned Activity - Material Requirements (tsspc2110m000) session, if the material cost line is created based on the planned activity.
  • the Items - Service (tsmdm2100m000) session, if the material cost line is manually created.
• You can set this field to Company Owned if:
  • the delivery type is not a warehouse issue.
• You can set this field to Customer Owned only if:
  • the order is not an internal service order
  • the Delivery Type field is not set to the following values:
    • From Service Kit
    • From Service Inventory
    • By Purchase Order
    • By Field Purchase
    • Supplier Direct Delivery
    • Supplier Direct Return
    • From Dealer's Inventory
• This field is defaulted to Company Owned if the Return unconsumed Items to Warehouse check box is selected. You cannot modify this value.

Return unconsumed Items Direct to Supplier

If this check box is selected, the quantity returned on the Supplier Direct Delivery material line must reach the supplier or reach the service company warehouse.

Return unconsumed Items to Warehouse

If this check box is selected, a material line is created for material that must be returned to the warehouse.

Mandatory Return

The dealer must return the spare parts to the original equipment manufacturer (OEM). You cannot cost the claim line that is linked to this cost line till the spare parts are not returned by the dealer.

Actual Warehouse

The warehouse from which the item is delivered.

Description

The description or name of the code.

Lot Selection

The item's delivery conditions in case the cost line item is a lot item.

Note: 

You can only maintain this field if all the following conditions are met:

• The Lot Tracking check box in the Item - Warehousing (whwmd4500m000) session is selected for the cost line's item.
• The delivery type is From Warehouse, From Warehouse in Car, From Warehouse by Transport, or From Service Kit.
• The actual quantity is 0.

Lot

The lot code that is used for material deliveries of the cost line's item (when subject to lot control).

Note: You can only maintain this field if the Lot Selection field is set to Specific.

On Hand

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

On Order

The inventory on order listed for the item 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 that is committed for the item.

Shipping Address

The ship-to business partner's address code.

Name

The description or name of the code.

Related Line

The cost line number (of the service order) for which the excess material (items) is returned. The non-consumed quantity for a material cost line is the Issued Quantity minus the Actual in Inventory Unit.

Note: 

• This field is enabled only if:
  • The cost line's delivery type is To Warehouse or To Warehouse by Transport.
  • The order status or activity status is Released.
  • The return material is not yet received.
• The application generates the return deliveries for the non-consumed items when the order Status is set to Completed for the material lines with the Delivery Type selected in the Generate Return Deliveries for unconsumed Items group box in the Service Order Parameters (tssoc0100m000) session.
• You can only select the cost line for which the material has been shipped.
• Return deliveries for the non-consumed items can be added manually when the order Status is set to Released. On the return delivery line the To Be Delivered Quantity is defaulted with the non-consumed quantity of the delivery line.

Replacement For

The line number (in the service order) of the serialized item that replaces other serialized item.

Sales Price

The estimated sales price of the material cost line.

Currency

The currency to express the estimated sales price.

Sales Price

The sales price for one of the item's sales unit.

Note: LN sets this amount to zero if the Ownership field is set to Customer Owned.

Price Origin

The origin of the sales price.

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

Total Sales Amount

The total sales amount of the material cost line.

Total Cost Amount

This total cost amount for the cost line, determined by the equation:

actual quantity * unit cost

Currency

The currency used to express the total cost amount.

Discount Percentage

The percentage discounted from the value in the cost line's Invoice Amount. If you enter a value in this field, LN calculates the discount in the sales currency and displays the amount in the Discount Amount field.

Note: LN sets this amount to zero if the Ownership field is set to Customer Owned.

Discount Amount

The discount amount expressed in the sales currency.

Note: 

• This field is displayed only if the Use Coverage Calculation for Estimates check box is selected in:
  • The Service Order Parameters (tssoc0100m000) session.
  • The Service Orders (tssoc2100m000) session.
• This field is enabled only if the value in the Sales Price field is not zero.
• The discount amount that is discounted from the invoice is displayed, if you specify a value in the Discount Percentage field.
• You can specify the discount amount that is discounted from the invoice, if a value is not specified in the Discount Percentage field.
• LN sets the value of this field to zero if the Ownership field is set to Customer Owned.

Customer Furnished Material

Indicates that the material line is created for a customer furnished material (item). This check box is considered when planned inventory transactions (PITs) are created for the material line.

Discount Origin

The origin for the discount amount.

Allowed values

Price Book Discount Structure

The discount originates from the price book to which a discount schedule is linked.

External

The discount originates from an external package.

Manual

The discount is manually entered.

Contract

The discount originates from a contract.

Discount Structure

The discount originates from a Pricing Control (PCG) matrix of the type discount matrix. For more information, refer to Setting up a discount matrix.

Not Applicable

Note: This field is displayed only if the Use Coverage Calculation for Estimates check box is selected in the Service Order Parameters (tssoc0100m000) session.

Invoice Amount

The amount the customer is invoiced for the cost line.

Print on Invoice

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

Note: This field is set to No Invoice if the Ownership field is set to Customer Owned.

Estimated Cost Line

Indicates if the cost line is created in the estimated phase.

Allocation and Hard Pegging Type

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

Reference

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

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.

Buy-from BP

The code of the buy-from business partner who is the preferred supplier of the item.

Description

The description or name of the code.

Planned Delivery Time

The date on which the non-used materials are expected back in the warehouse.

Planned Receipt Time

The planned receipt date and time of the goods at the destination.

Actual Delivery Time

The actual date on which the non-used materials are delivered back in the warehouse.

Actual Receipt Time

The actual receipt date and time of the goods at the destination.

Country

The tax country that applies to the cost line.

Description

The description or name of the code.

Tax Number

The tax number of the service provider.

Tax Code

The tax code applicable for the cost line.

Business Partner Tax Country

The tax country of the business partner.

Description

The description or name of the code.

Effectivity Unit

The code of the effectivity unit.

Description

The description or name of the code.

Quote

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

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.

Quote Revision

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

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.

Quote Cost Line

The quote line linked to the service order material cost.

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.

Quote Cost Line Alternative

The alternative quote line linked to the service order material cost.

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 Alternatives check box is selected in the Service Quote Parameters (tsepp0100m000) session.