Rental Usage Invoice Lines Overview (tstdm4503m100)

Use this session to view and maintain invoice lines created for the actual usage or utilization of the rental lines.

Note: This session can be accessed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.

Field Information

Order

The code of the order.

Status

The status of the invoice line.

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.

Agreement

The code of the agreement.

Activity Status

The status of the activity.

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.

Cost Type

The cost type of the rental actual usage.

Allowed values

Labor
Tooling
Traveling
Subcontracting
Help Desk
Other
Order
Activity
Material
Freight
Quote Invoice
Rental

Line

The line number.

Invoice Line Sequence

Status

The status of the invoice line.

Allowed values

Free: The invoice line is newly created.
Ready for Invoicing: The invoice line is costed but a billable line is not yet created.
Costed: The invoice line when the linked cost line is costed.
Posted to Finance: The status of the invoice line when the transaction is posted to the General Ledger in Financials. This value is updated by Invoicing.

Overview

Invoice Quantity

The quantity invoiced to the customer.

Invoice Quantity Unit

The unit in which the invoice quantity is invoiced.

Rental Period

The rental time period.

Rental Quantity Unit

The rental quantity unit.

Item

The code of the item.

Serial Number

The serial number generated for the item.

Traveling Specification Type

The type of travel specification.

Allowed values

Not Applicable
Travel Time
Travel Total
Callout Charge
Travel Distance

Service Engineer

The code and name of the service engineer.

Task

The code of the task.

Labor Type Cost

The labor type which classifies the labor required for the task.

Overtime

If this check box is selected, the overtime functionality is used for Labor Type Cost.

Labor Type Sales

The labor type used to determine the surcharges on the actual sales price/amounts.

Overtime

If this check box is selected, the overtime functionality is used for Labor Type Sales.

Transaction Date

The date and time when the value of the field is modified.

Invoice Company

The code of the invoice company.

Invoice Transaction Type

The type of invoice transaction.

Invoice Document Number

The document number of the invoice.

Invoice Date

The date on which the customer is invoiced for the rental usage invoice line.

Billing Date

The date on which the rental usage invoice is billed.

Price Change After Invoicing Allowed

Indicates that price change is allowed after the invoice is generated.

Sales Price

The sales price for the service order.

Currency

The currency of the sales price.

Sales Price Unit

The quantity of sales unit for which the sales price is provided.

Price Stage

The code and description of the price stage.

Price Origin

The type of price origin.

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

Price Matrix

The code of the price matrix definition from which the price is retrieved if the Price Origin field is set to Price Structure.

Price Matrix Sequence

The sequence in the price matrix definition from which the price is retrieved if the Price Origin field is set to Price Structure.

Discount Percentage

The discount percentage retrieved from Pricing, applicable to the cost lines.

Note: This field is displayed only if the Discounts from Price Books check box is selected in the General Service Parameters (tsmdm0100m000) session.

Line Discount Amount

The discount amount expressed in the sales currency.

Currency

The currency in which the discount amount is expressed.

Discount Origin

The discount origin type.

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

Total Discount Amount

The total discount amount.

Order Discount Amount

The order discount amount calculated based on the Order Discount specified in the Service Orders (tssoc2100m000) session. This amount is applicable to the actual activity price.

Note:

This field is displayed only if the Use Order Discount check box is selected in the Service Order Parameters (tssoc0100m000) session.
This field is enabled only if:
- The Pricing Method of the activity is set to Time and Material or Fixed Activity Price.
- The Fixed Activity Price check box is selected in the Service Order Parameters (tssoc0100m000) session.

Discount Code

The discount code.

Note: This field is displayed only if the Discounts from Price Books check box is selected in the General Service Parameters (tsmdm0100m000) session.

Discount Matrix Definition

The discount matrix definition retrieved from Pricing.

Note: This field is displayed only if the Discounts from Price Books check box is selected in the General Service Parameters (tsmdm0100m000) session.

Discount Matrix Sequence

The sequence in the discount matrix definition from which the discount is retrieved.

Total Sales Amount

The total sales amount of the order.

Invoice Sales Amount

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

Net Invoice Sales Amount

The net invoice amount after discount.

Goodwill Sales Amount

The sales amount that is specified as coverage under goodwill. This amount is on and above other coverages.

Quote

Indicates the sales amount is covered by a quote.

Quote Sales Amount

The sales amount that is covered by the service order quote.

Contract

Indicates if the sales amount has a contract.

Contract Sales Amount

The sales amount that is covered by the service order contract.

Warranty

Indicates if the sales amount is covered by an active warranty.

Warranty Sales Amount

The sales amount that is covered by the service order warranty.

Sales Amount Field Change Orders

The sales amount covered by the FCO.

Repair Warranty

Indicates if sales amount is covered by a repair warranty.

Repair Warranty Sales Amount

The sales amount covered by the repair warranty.

Print on Invoice

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

Note:

This field is set to No if the Ownership field is set to Customer Owned.
When the field is set to No Invoice, Invoice costs are considered as goodwill.
If the field is set to No Invoice after the line is costed, the available invoice line in Invoicing is deleted.

Allowed values

Yes: The cost line is printed on the invoice when the invoice amount is zero.
No: The cost line is not printed on the invoice when the invoice amount is zero.
No Invoice: Invoice is not created for the cost line when the invoice amount is zero.
Not Applicable

Invoicing By

The method in which invoicing is performed for the selected service order line.

Allowed values

Service
Project
Not Applicable

Line Origin

The origin of the coverage line.

Allowed values

No
Created
Converted before invoicing
Converted after invoicing