维护销售订单 (tsmsc1100m000)

使用此进程以创建和修改维修销售订单。

使用下列选项可查看服务管理子系统内的相关订单，以及来源于采购管理子系统、制造管理子系统和仓储管理子系统等的相关订单：

  • 相关至：

    启动“图形浏览器框架”，以显示来源于当前订单的订单。

  • 相关自：

    启动“图形浏览器框架”，以显示来源于特定订单的订单。

“图形浏览器框架”允许您查看订单的多层关系。可以使用下列选项查看详细资料：

  • 查看详细资料：

    使用此选项可查看相关订单的详细资料。

  • 反向树视图：

    使用此选项可从所选择的订单开始以反向模式启动“图形浏览器框架”。例如，如果在“相关至”模式中打开“图形浏览器框架”，则可以使用反向选项来查看“相关自”模式中的订单。

可以使用“估算覆盖行”选项查看为所选维修销售订单创建的估计覆盖行。

注意
  • 仅当选中“维修销售控制参数 (tsmsc0100m000)”进程中的“将覆盖范围计算用于估算”复选框时，才显示此选项。
  • 只有在所选维修销售订单存在估计覆盖行时，才启用此选项。

形式开票

要为维护销售订单创建形式发票，可以使用“操作”菜单的“处理维护销售形式发票”选项。系统会显示“处理维护销售形式发票 (tsmsc2291m000)”进程，您可在其中基于成本类型选择覆盖行，还可以针对维护销售订单和链接至维护销售订单的所选类型的覆盖行处理形式发票。

要查看“形式开票工作台 (cisli3640m000)”，可以使用“参考”菜单中的“形式发票”。

注意
  • 使用“重新计算整张订单的价格/折扣”选项可从服务合同中检索维修销售订单的默认销售价格。如果无法修改部件行和相关覆盖行的销售价格，则会禁用此选项。
  • 使用“订单 - 行 - 同步”选项可以同步已修改的页眉数据与行数据。
维修销售订单

The number used to identify the maintenance sales order.

If you create a sales order in the details session, LN generates a number based on the series selected.

说明

The description of the maintenance sales order.

订单状态
订单日期

The date and time that the sales order was entered in LN.

业务伙伴

sold-to business partner.

Note: 
  • Infor LN defaults the value defined for the Sold-to business partner in the 安装组 (tsbsc1100m000) or 序列化物料 (tscfg2100m000) session based on the value set for the 默认订单业务伙伴 field in the 序列化物料 (tscfg2100m000) session.
  • Following is the search criteria:
    1. serialized item
    2. installation group
地址

The BP's address code.

Note: 
  • Infor LN defaults the value defined for the Sold-to business partner in the 安装组 (tsbsc1100m000) or 序列化物料 (tscfg2100m000) session based on the value set for the 默认订单业务伙伴 field in the 序列化物料 (tscfg2100m000) session.
  • Following is the search criteria:
    1. serialized item
    2. installation group
    3. address of the Sold-to BP
联系人

The BP's contact's code.

Note: 
  • This field is defaulted with the value defined for the Sold-to business partner in the 安装组 (tsbsc1100m000) or 序列化物料 (tscfg2100m000) session .
  • Following is the search criteria:
    1. serialized item
    2. installation group
    3. contact of the Sold-to BP
客户订单编号

The order number used by the customer.

发票参考 A

Any further reference information about the business partner that you wish to include with the sales order.

Note: 

You can only maintain this field if the sold-to BP field is filled in, and the order status is 自由 or 处理中.

发票参考 B

Any further reference information about the business partner that you wish to include with the sales order.

Note: 

You can only maintain this field if the sold-to BP field is filled in, and the order status is 自由 or 处理中.

物料
安装组

The installation group. The value in the Sold-to 业务伙伴 of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the 安装组 (tsbsc1100m000) session, based on the 默认订单业务伙伴 field in the 安装组 (tsbsc1100m000) session.

Note: 
  • If the value in the serialized 物料 field is specified, the installation group must be the 安装组 of the serialized item defined in the 序列化物料 (tscfg2100m000) session.
  • The value in this field can not be modified if the value of the Sold-to 业务伙伴 field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originated from a quote or a call or service order material line.
  • Infor LN defaults this value for the part maintenance lines.
Description

代码的说明或名称。

物料

The service item.

Note: 
  • The item must be a service item.
  • The value in this field can not be modified if the value of the Sold-to 业务伙伴 field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originated from a quote or a call.
  • Infor LN defaults this value for the part maintenance lines.
  • If the “按部门列出的物料服务数据”是必填项 check box is selected in the 通用服务参数 (tsmdm0100m000) session, you can only select an item that is linked to the specified 服务部门. The service items are linked to the service office in the按服务部门列出的物料服务数据 (tsmdm2120m000) session.
序列号

The item code of the serialized item. The value in the Sold-to 业务伙伴 of the maintenance order is defaulted with the value of the Sold-to business partner specified for the installation group in the 安装组 (tsbsc1100m000) session.

Note: 
  • The 状态 of the selected serial number must be set to 活动 or 工作条件 or 缺陷 in the 序列化物料 (tscfg2100m000) session.
  • The value in this field can not be modified if the value of the Sold-to 业务伙伴 field can not be modified.
  • The value in this field can not be modified if the maintenance sales order is originates from a quote or a call or a service order material line.
  • If the 安装组 field is specified, Infor LN defaults the serial number of the installation group defined in the 序列化物料 (tscfg2100m000) session.
  • Infor LN defaults this value for the part maintenance lines.
Service Office

The service office description.

服务部门

由一个或多个具有相同能力的人员和/或机器构成的部门，可以将其视为一个单位以便进行服务和维护计划。

项目

The project to which the cost is pegged.

Note: 

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

业务伙伴价格和折扣

The code of the sold-to business partner. Infor LN defaults the prices and discounts defined for this business partner to the cost lines linked to the maintenance sales order.

Note: 

This field is applicable only if the 使用默认业务伙伴价格及折扣 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Description

代码的说明或名称。

订单折扣

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

Note: 

This field is applicable only if the 使用订单折扣 check box is selected in the 维修销售控制参数 (tsmsc0100m000) session.

Description

代码的说明或名称。

要素

The element that is linked to the project.

Note: 

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

代码的说明或名称。

活动

The activity that is linked to the project.

Note: 

The Project Cost Account to which cost is pegged is a combination of Project, Element and Activity.

Description

代码的说明或名称。

内部销售代表

在自己的机构内或客户地点执行服务活动的经过培训的技术人员。

默认值

The employee associated with the login of the user who enters the order.

Sales Representative

The full name of the service engineer.

搜索关键字

为便于搜索而使用的另一种形式的说明。搜索关键字通常是完整说明的缩写、首字母缩写或便于记忆的替代说明。

服务类型

The service order type that maintenance sales order has originated from. This value is defaulted from the MSC parameters.

Note: 

The value in this field is defaulted from the 保修的服务类型 field if the serialized item is covered by repair warranty. Else, the value is defaulted from the 默认服务类型 field specified in the 维修销售控制参数 (tsmsc0100m000) session.

Service Type

The description of the service order type.

起始时间

The scheduled start date and time of the order.

结束时间

The scheduled finish date and time of the order.

已冻结

如果选中此复选框，the maintenance sales order is blocked.

Note: 
  • If a maintenance sales order is blocked, the work orders for its item lines are also blocked.
  • You can define the conditions for blocking an order in the 维修销售控制参数 (tsmsc0100m000) session. If you have selected any blocking conditions, LN performs blocking checks on a sales order each time you change the order status.

Blocking Indicator is filled automatically by the system on finding an active blocking condition.· This functionality is based on the options set in the MSC parameters. Blocked Order cannot be processed further until the blocking is released.

订单文本

如果选中此复选框，将显示文本。

将覆盖范围计算用于估算

Indicates that you can maintain the cost and sales amounts for the estimated coverage lines that LN creates for the part maintenance lines linked to the selected maintenance sales order. The estimated coverage lines are created in the 维修销售订单 - 估计覆盖行 (tstdm4100m000) session.

Note: 

This value is defaulted from the 维修销售控制参数 (tsmsc0100m000) session and you cannot modify this value.

预约

如果选中此复选框， the start time and the finish time for the sales order are defined in an appointment.

Note: 

If the order execution times are fixed by an appointment, the work orders created for the maintenance sales order will get more priority in the 工作控制系统模块 module.

The checkbox is cleared when the ATP check is performed and there is a changed in the planned start time.

业务范围

The line of business of the sold-to business partner.

默认值

The line of business specified for the sold-to business partner in the 买方业务伙伴 (tccom4510m000) session.

Note: 

You can only maintain this field if the order status is 自由 or 处理中, and the 业务伙伴 field is filled in.

说明

The line of business description.

Sales Area

Areas.

Note: 

This value is defaulted from the 买方业务伙伴 (tccom4510m000) session.

销售价格表

The code of the price list that is linked to the business partner, and is used to determine the item's price.

默认值

The price list selected for the business partner in the 买方业务伙伴 (tccom4510m000) session.

Sales Price List

The sales price list description.

业务伙伴

接收订购货物的业务伙伴。这通常指的是客户的分销中心或仓库。其定义包括了从中发送货物的默认仓库、执行运输任务的承运人及相关的买方业务伙伴。

地址

The BP's address code.

联系人

与您商议业务交易的人员。例如，您可以与联系人商讨有关问题、讨论报价，还可以给联系人打回访电话、发送邮件、赠送促销礼品等。联系人数据包括姓名、电话号码、电子邮件地址及其它一些详细资料。

交货条款

The agreements with the business partner, concerning the way the goods are delivered. Relevant information is printed on various order documents.

业务伙伴

您向其发送发票的业务伙伴。这通常表示客户的应付帐款部门。其定义包括默认的货币和汇率、开票方法和频率、关于客户信用限额的信息、付款条件和方式及相关的付款方业务伙伴。

地址

The BP's address code.

街道

Address details.

联系人

与您商议业务交易的人员。例如，您可以与联系人商讨有关问题、讨论报价，还可以给联系人打回访电话、发送邮件、赠送促销礼品等。联系人数据包括姓名、电话号码、电子邮件地址及其它一些详细资料。

Payment Terms

有关发票付款方式的协议。

付款条款包括：

  • 必须支付发票的期段。
  • 在指定期间内支付了发票金额时给予的折扣。

付款条款允许您计算：

  • 付款到期日
  • 折扣期的过期日
  • 折扣额
Payment Terms

The description of the payment terms.

滞纳金

指发票接受方没有在规定的期间内支付发票时，必须按货款或服务费用的百分比支付的费用。

付款方式

Payment method.

Note: 

This value is defaulted from the 发票接受方业务伙伴 (tccom4512m000) session.

整体开票

如果选中此复选框，and you change the sales order status to 已核算成本, LN will post all coverage lines to 统一开票 in one run.

默认值

Selected.

You can still set the coverage lines to 已核算成本, but the posting to 统一开票 is deferred until the sales order is costed.

如果清除此复选框，the coverage lines can be separately approved and posted to 统一开票. This can be used if, for example, a sales order takes a long time to finish, and accelerated, partial invoicing is required. You can also post the actual cost lines to 统一开票, if you change the sales order status or the sales-order activity status to 已核算成本.

Note: 

If the sales order status is 自由 or 处理中, you can modify this field.

发票文本

如果选中此复选框，it indicates that some text with further invoicing details is available.

Quote

The quote number. The maintenance sales order is linked to the given quote number.

修订号

The revision number of the 合同报价单 to which the maintenance sales order is linked.

Note: 
  • This field is displayed only if the 使用修订 check box is selected in the 服务报价单参数 (tsepp0100m000) session.
  • This value is defaulted from the 报价单 (tsepp1100m000) session.
订单货币

The currency in which the sales order is transacted.

Order Currency

The currency description.

汇率类型

一种对货币汇率进行分组的方法。您可以将不同的货币汇率分配给不同的发票接受方业务伙伴和/或不同类型的事务处理（采购、销售等）。

Exchange Rate Type

The description of the exchange rate type.

汇率确定方式

决定使用哪个日期来确定汇率的方式。

在组合处理中，所有外币金额都依据确定的汇率换算成本币。

业务伙伴

向您付款的业务伙伴。这通常表示客户的应付帐款部门。其定义包含了默认的货币和汇率、客户的银行帐户、您发送给该业务伙伴的催单类型及发送催单的频率。

地址

The BP's address code.

联系人

与您商议业务交易的人员。例如，您可以与联系人商讨有关问题、讨论报价，还可以给联系人打回访电话、发送邮件、赠送促销礼品等。联系人数据包括姓名、电话号码、电子邮件地址及其它一些详细资料。

门牌号

Address details.

Address

Address details.

Address

Address details.

Address

Address details.

Address

Address details.

合格报告

The code of the conformance reporting linked to the item.

Description

代码的说明或名称。

问题解决方法

The method used to solve the problems related to the item.

允许值

8D
不适用
A3
核对清单
其它
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