合同管理参数 (tsctm0100m000)
此进程包含:
- 参数集及其生效日期的历史记录清单。最新参数集位于清单底部。
- 当前参数集,位于清单顶部(不含生效日期)。要查看历史参数集,请双击其中一个历史参数集。可以使用“打印通用服务参数 (tsmdm0400m000)”进程来打印和比较参数集。
要查看或更改当前参数,请双击显示在清单顶部且不含生效日期的参数集。此时会启动“合同管理参数 (tsctm0100m000)”详细资料进程。
如果您进行了更改并保存了新的参数设置,LN 会执行下列操作:
- 将新参数集添加到历史记录清单的末尾。
- 更新当前参数集(位于清单顶部)。
默认情况下,“说明”字段包含保存先前参数设置时的日期和时间。为避免混淆,如果更改了参数,请更改或删除默认的“说明”文本。
- 生效日期
-
The date and time from which the parameters are valid. The parameters are valid up to the effective date of the most recent parameter setting.
- 说明
-
The description of the parameter set. For example, the reason why the previous setting was changed.
- 编号组
-
The default number group for service-contract quotations.
- 有效期
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The number of days determines the (default) expiry date of a newly defined service-contract quotation.
- Number of Copies
-
The number of extra quotation copies printed in the 打印合同报价单文件 (tsctm2400m000) session.
- 历史记录
-
This parameter indicates the quotation information that will be stored when a quotation is moved to history. The information is stored when you run the 移动服务合同报价单至历史记录 (tsctm2280m000) session.
性能方面
此字段的设置会影响系统性能和数据库增长。 如需更多信息,请参见历史记录
- 文本
-
/baanerp/ts/onlinemanual/000069
- 编号组
-
The default number group for service contracts.
- Number of Copies
-
The number of extra contract copies printed in the 打印服务合同文件 (tsctm3400m000) session.
- 历史记录
-
This parameter indicates the contract information that will be stored in the service-contract history. The information is stored when you run the 复制服务合同至历史记录文件 (tsctm3280m000) session.
性能方面
此字段的设置会影响系统性能和数据库增长。 如需更多信息,请参见历史记录
- 报价单条款号的间距
-
The number that defines the sequence for the successive quotation coverage terms and cost terms. For example, if you enter the value 10, the numbers assigned to successive quotation coverage terms or cost terms are 10, 20, 30, and so on
- 报价单配置行的间距
-
The number that defines the sequence for the successive quotation configuration lines. For example, if you enter the value 10, the numbers assigned to successive quotation configuration lines are 10, 20, 30, and so on.
- 使用服务合同中的价格
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如果选中此复选框,sales prices can be defined on the service contract configuration line.
Note:By default, the field is not checked.
- 默认合同类型
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The default contract type used for the service contract that can be generated automatically or manually.
- Description
-
代码的说明或名称。
- 创建服务合同
-
如果选中此复选框, a service contract is generated when the After Sales Service lines are processed.
- 服务合同的序列
-
The default series used to generate a service contract from the after sales service integration.
- Description
-
代码的说明或名称。
- 默认合同模板
-
The default contract template used when generating a service contract from the after sales service integration.
- Description
-
代码的说明或名称。
- 合同毛利控制
-
如果选中此复选框, the gross margin calculation is performed.
If the margin exceeds the lower or upper limit a warning appears.
Only if gross margin control is implemented, attributes related to gross margin are applicable.
Note:If the Gross Margin check box is selected, the 毛利基础, 利润下限 and 利润上限 fields must be filled.
性能方面
此字段的设置会影响系统性能和数据库增长。 如需更多信息,请参见服务管理子系统中未使用的概念
- 毛利基础
-
Select whether the gross margin is calculated based on the sales value or on the cost of sales.
- 利润下限
-
If the gross margin calculation exceeds this limit, LN gives a warning.
允许值
A percentage that is greater than zero.
- 利润上限
-
If the gross margin calculation exceeds this limit, LN gives a warning.
Note:- You must specify a percentage that is greater than zero.
- The upper margin must be greater than or equal to the lower margin.
- 分期付款
-
- 分期付款模板
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The code that identifies the installment template.
Note:This template is used as the default for both the Service Contract and Contract Quotation headers, if the 按配置定义分期付款模板 check box is cleared.
This template is used as the default for configuration lines as well, in case the 按配置定义分期付款模板 check box is selected, provided the contract does not have the installment template specified.
- 按配置定义分期付款模板
-
如果选中此复选框, the installment template is specified for every configuration line that has coverage terms linked.
Note:- 如果选中此复选框, the 分期付款模板 field is not visible on the header of the 合同报价单 (tsctm2600m000), 合同报价单 (tsctm2100m000), 服务合同 (tsctm3100m000) and the 服务合同 (tsctm3600m000) sessions.
- 如果清除此复选框, the 分期付款模板 field is not visible on the configuration lines and it is mandatory to define the 分期付款模板 on the header of the 合同报价单 (tsctm2600m000) and the 服务合同 (tsctm3600m000) sessions.
- 搜索路径
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The first level of the search path that Infor LN uses to retrieve the labor rate.
The labor rate can be defaulted from the following possible values defined for each level:
- Department
- Service Area
- Serialized Item Group
- Installation Group
- Reference Activity
- Task
- Skill
- Not Applicable
- 确认收益
-
Determines the method by which the revenue recognition process is to be handled.
Select either of the following:
- 交互式
- 直接根据分期付款
- 收益确认依据
-
The method based on which the revenue recognition is determined
允许值
/baanerp/ts/domains/ctm.rvmd
- 按配置确认收益
-
如果选中此复选框,revenue recognition is done per configuration of the contract. This will give additional information as to how much each of the configurations under the contract is contributing to the total revenue.
如果清除此复选框,revenue recognition is done for the contract as a whole.
- 合同条款号的间距
-
The number that defines the sequence for the successive contract coverage terms and cost terms. For example, if you enter the value 10, the numbers assigned to successive contract coverage terms or cost terms are 10, 20, 30, and so on.
- 合同配置行的间距
-
The number that defines the sequence for the successive contract configuration lines. For example, if you enter the value 10, the numbers assigned to successive contract configuration lines are 10, 20, 30, and so on.