Service Order Online Margin Control (tssoc4500m000)

Use this session to view the estimated or actual cost lines for a service order or service order activity. You can view the details related to the estimated or actual costs for all the service orders other than internal service orders.

The online margin control data is used to determine the financial visibility of an order which is proposed by comparing the total cost and the total sales amount.

The information displayed in this session is used to make the profit and loss analysis for a service order.

Note: 

In the Summary tab, the sales amounts and the cost amounts are expressed in the local currency.

In the Sales Amounts tab, the sales amounts are expressed in the sales currency.

Field Information

Service Order

The Service Order identification code.

Order Status

The current order status of the service order.

A service order can have the following statuses:

  • Free
  • Planned
  • Released
  • Completed
  • Costed
  • Closed
Note: 
  • When the service order has the status Free or Planned no cost lines are displayed.
  • A cancelled order cannot have margin analysis since there are no actual costs.
Installation Group

The installation group of the service order header.

Description

The description or name of the code.

Sold-to Business Partner

The identification of the sold-to business partner for whom the service order is executed.

Name

The description or name of the code.

Service Office

The service department that carries out the service order.

Description

The description or name of the code.

Local Currency

The local currency of the financial company to which the service department belongs to.

Service Engineer

The service employee who carries out the service order.

Name

The description or name of the code.

Sales Currency

The currency of the invoice sent to the customer.

Cost Type

The classification of the cost line which belongs to the service order.

The available cost types are:

  • Material
  • Labor
  • Other
  • Tooling
  • Subcontracting
  • Help Desk
  • Travel
Cost Line

The Cost Line Number of either Material / Labor/ Other cost lines. Based on the cost type you can view the data related to Service Order Material Cost Lines / Service Order Labor Cost Lines / Service Order Other Cost Lines.

Description

The description or name of the code.

Activity Line Number

The line number of the service order activity to which the cost line is linked.

Sales Amount

The total sales amount of the cost line.

Note: The sum of the total sales amounts for the service order is displayed at the bottom.
Cost Amount

The total cost amount of the cost line.

Note: The sum of the total cost amounts for the service order is displayed at the bottom.
Invoice Amount

The invoice sales amount of the cost line sent to the customer.

Note: 

Invoice Sales Amount is calculated by using the following formula:

Total Invoice Sales Amount = Total Sales Amount - Warranty -
			 Contract - Quotation - FCO - other costs.

Note: Discount is applied on the invoice sales amount after the warranty / contract / quotation / FCO.
Invoice Cost Amount

The invoice cost amount of the cost line sent to the customer.

Note: 

Invoice Cost Amount is calculated by using the following formula:

Invoice Cost Amount = Total Cost Amount - Warranty - Contract 
     - Quotation - FCO - other costs.
Estimated Margin (Before Coverage) [%]

The total margin percentage based on the estimated amounts, before the coverage is applied.

The margin percentage is calculated as:

((Estimated Total Sales Amount - Estimated Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All estimated cost lines.
    • The sales amount for the Total Sales Amount.
    • The cost amount for the Total Cost Amount.
Estimated Margin (After Coverage) [%]

The total margin percentage based on the estimated amounts, after the coverage is applied.

The margin percentage is calculated as:

((Estimated Total Sales Amount - Estimated Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All estimated cost lines.
    • The net invoice amount for the Total Sales Amount.
    • The invoice cost amount for the Total Cost Amount.
Estimated Margin (Before Coverage) [%]

The total margin percentage based on the estimated amounts, before the coverage is applied.

The margin percentage is calculated as:

((Estimated Total Sales Amount - Estimated Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All estimated cost lines.
    • The sales amount for the Total Sales Amount.
    • The cost amount for the Total Cost Amount.
Estimated Margin Amount (Before Coverage)

The total margin amount based on the estimated amounts, before the coverage is applied.

The margin percentage is calculated as:

Estimated Total Sales Amount - Estimated Total Cost Amount
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • All estimated cost lines.
    • The sales amount for the Total Sales Amount.
    • The cost amount for the Total Cost Amount.
Estimated Margin (After Coverage) [%]

The total margin percentage based on the estimated amounts, after the coverage is applied.

The margin percentage is calculated as:

((Estimated Total Sales Amount - Estimated Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All estimated cost lines.
    • The net invoice amount for the Total Sales Amount.
    • The invoice cost amount for the Total Cost Amount.
Estimated Margin Amount (After Coverage)

The total margin amount based on the estimated amounts, after the coverage is applied.

The margin percentage is calculated as:

((Estimated Total Sales Amount - Estimated Total Cost Amount)
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • All estimated cost lines.
    • The net invoice amount for the Total Sales Amount.
    • The invoice cost amount for the Total Cost Amount.
Actual Margin (Before Coverage) [%]

The total margin percentage based on the actual amounts, before the coverage is applied.

The margin percentage is calculated as:

((Actual Total Sales Amount - Actual Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All actual cost lines.
    • The actual Total Sales Amount.
    • The actual Total Cost Amount.
Actual Margin Amount (Before Coverage)

The total margin amount based on the actual amounts, before the coverage is applied.

The margin percentage is calculated as:

Actual Total Sales Amount - Actual Total Cost Amount
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • All actual cost lines.
    • The actual Total Sales Amount.
    • The actual Total Cost Amount.
Actual Margin (After Coverage) [%]

The total margin percentage based on the actual amounts, after the coverage is applied.

The margin percentage is calculated as:

((Actual Total Sales Amount - Actual Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All actual cost lines.
    • The actual net invoice amount for the Total Sales Amount.
    • The actual invoice cost amount for the Total Cost Amount.
Actual Margin Amount (After Coverage)

The total margin amount based on the actual amounts, before the coverage is applied.

The margin percentage is calculated as:

Actual Total Sales Amount - Actual Total Cost Amount
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • All actual cost lines.
    • The actual net invoice amount for the Total Sales Amount.
    • The actual invoice cost amount for the Total Cost Amount.
Actual Margin (Before Coverage) [%]

The total margin percentage based on the actual amounts, before the coverage is applied.

The margin percentage is calculated as:

((Actual Total Sales Amount - Actual Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All actual cost lines.
    • The actual Total Sales Amount.
    • The actual Total Cost Amount.
Actual Margin (After Coverage) [%]

The total margin percentage based on the actual amounts, after the coverage is applied.

The margin percentage is calculated as:

((Actual Total Sales Amount - Actual Total Cost Amount) / margin base amount) * 100 percent
Note: 
  • This field is displayed only if the Use Margin Control check box is selected in the Service Order Parameters (tssoc0100m000) session and the Service Offices (tsmdm1100m100) session.
  • To calculate the margin percentage, LN considers:
    • The sales amount or the cost amount as the margin base amount, based on the value set in the Margin Base field in the Service Order Parameters (tssoc0100m000) session.
    • All actual cost lines.
    • The actual net invoice amount for the Total Sales Amount.
    • The actual invoice cost amount for the Total Cost Amount.
Total Sales

The total sales amount of the cost line before subtracting contract/quotation/warranty/discount amounts.

Warranty

The sales amount covered under warranty for the cost line.

Contract

The sales amount covered by the service contract is displayed in this field.

Service Order Quote

The sales amount covered by the service order quotation is displayed in this field.

Field Change Order

The amount covered by the field change order (FCO) if the service order is generated from a FCO (Field Change Order).

Goodwill

The other travelling, tooling, helpdesk, subcontracting cost amounts.

Discount

The Total Discount Amount provided for the cost line.

Invoice

The invoice amount sent to the customer.

Tax

The tax amount that must be paid by the customer. The tax amount is calculated on the basis of tax rules of the country for which the service order is executed.

Cost Component

The cost line's cost component.

Frequency

The required frequency of the cost line.

Note: When you run Global SRP for a Service Orders (tssoc2100m000) session, LN calculates a travel cost line for one visit to the service order's location. If the service engineer requires two trips to complete the service order, you can enter two (2) in this field to double the travel costs that LN generated for the service order.
Estimated Quantity

Estimated Quantity of the cost line that is required for the service order.

Unit

The unit used to express the Estimated Quantity.

Estimated Unit Cost

Estimated unit cost of the cost line for a single unit.

Estimated Cost Amount

Estimated cost amount of the cost line.

Note:  
Estimated Cost Amount = Estimated Unit Cost * Estimated Quantity
Actual Frequency

The actual frequency of the cost line.

Actual Quantity

The actual quantity of the cost line that is required for the service order.

Unit

The unit used to express the actual quantity.

Actual Unit Cost

Actual unit cost of the cost line for a single unit.

Actual Cost Amount

Actual cost amount of the cost line.

Note:  
Actual Cost Amount = Actual Unit Cost * Actual Quantity
Invoicing

The invoice amount sent to the customer.