服务订单管理参数 (tssoc0100m000)

此进程包含：

  • 参数集及每个集生效日期的历史记录列表。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。在“打印通用服务参数 (tsmdm0400m000)”进程中，可打印和比较参数集。

要查看或更改当前参数，请双击出现在列表顶端的无生效日期的参数集来运行“服务订单管理参数 (tssoc0100m000)”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。
  • 更新位于列表顶端的当前参数集。
注意

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 as of 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.

服务订单报价单编号组

The code of the number group used for service order quotes.

Description

代码的说明或名称。

报价单历史记录

This parameter indicates the quote information that will be stored when a quote is moved to history.

Select one of the following options:

  • 无

    Infor LN deletes the service-order quotes and no history data is stored.

  • 页眉

    Infor LN only posts the service-order quote's header data to history.

  • 页眉和条款

    Infor LN posts both the header information and the corresponding terms of the service-order quote to history.
报价单有效期 [天]

The number of days that a service-order quote is valid. This number determines the default value of the 报价单过期日期 field in the 服务订单报价单 (tssoc1100m000) session when you create a new service-order quote.

额外报价单份数 [0-9]

The number of extra copies printed when you print a service order quote.

报价单开票

If you create a service order from a service-order quote, Infor LN can create an invoice for the amounts agreed to in the service-order quote. In this field, you can enter the default cost component used to create the invoice.

Cost Component for Quote Invoicing

The name or description of the cost component.

仅当完成所有任务分派时才完成活动

如果选中此复选框， the status of a service order activity can be set to 已完成 only if the status of all the assignments linked to the activity, is set to 已完成.

在现场服务中使用项目挂钩

如果选中此复选框，project pegging is implemented for Field Service.

Note: 

This field is displayed only if the 项目挂钩 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

使用服务订单的服务订单报价单

如果选中此复选框， Infor LN considers the service order quotes for the service orders. 如果清除此复选框， Infor LN considers the maintenance sales quotes for service orders.

Note: 

When this check box is cleared and the parameter settings are saved, this check box is no longer displayed.

Use Margin Control

如果选中此复选框，gross margin (GM) control on service-order quotes is enabled. When the price of a service-order quote is calculated, the gross margin is checked. If the margin exceeds the lower or upper limit, a signal appears.

如果清除此复选框， the gross margin control on service-order quotes is disabled.

如果清除此复选框， the 毛利 and 净利 [%] are not filled in the 服务订单在线利润控制 (tssoc4500m000) session.

The following table lists the results of the various values:

  Yes No
Lower margin Applicable Not Applicable
Upper margin Applicable Not Applicable
Margin base Applicable Not Applicable

The gross margin is calculated according to one of the following basic formulas: 

gross margin = (sales - cost of sales) / sales 
gross margin = (sales - cost of sales) / cost of sales
Margin Base

Select whether the gross margin is calculated based on the sales value or on the cost of sales.

保修

Default service type used to categorize service order generated/created from bad fix calls, manual service orders, or from planned activities. This service type is used to determine whether Repair Warranty is applicable for the service order.

Note: 

This field is not mandatory. If you leave the Repair Warranty service type field empty, a warning message appears.

利润下限

The percentage by which the actual sales price is allowed to be lower than the unit cost.

The upper and lower margins enable you to monitor sales using gross margins.

When the costs of a service order quote are calculated, if the gross margin percentage drops below this lower limit a warning message appears.

Note: 

This field is unavailable if the Use Margin Control check box is cleared.

This field is applicable only for the 服务订单报价单 (tssoc1100m000) session.

利润上限

The percentage that the actual sales price can exceed the unit cost.

The upper and lower margins enable you to monitor sales by means of gross margins.

When the costs of a service order quote are calculated, if the gross margin percentage exceeds this upper limit, a signal is given.

Note: 

This field is unavailable if the Use Margin Control check box is cleared.

This field is applicable only for the 服务订单报价单 (tssoc1100m000) session.

发料约束条件

Indicate if the material for an order or an activity must be shipped completely.

允许值

订单完成
无
活动完成

检查材料可用性

如果选中此复选框， material availability check can be performed for the service orders.

计划订单更新

The option to update material availability for the planned orders.

允许值

人工

The work order is started when you click 完成 in the 服务订单 (tssoc2100m000) session.

自动

The work order is set to 已完成 status, when the last activity line or the last cost line of the service order is completed.

交互

The work order is started, based on the option Yes, No or Cancel that you select when the question is displayed.

Note: 

This field is enabled only if the 检查材料可用性 check box is selected.

已下达订单的更新

The option to update material availability for the released orders.

允许值

人工

The work order is started when you click 完成 in the 服务订单 (tssoc2100m000) session.

自动

The work order is set to 已完成 status, when the last activity line or the last cost line of the service order is completed.

交互

The work order is started, based on the option Yes, No or Cancel that you select when the question is displayed.

Note: 

This field is enabled only if the 检查材料可用性 check box is selected.

材料所有权
收货时允许使用买方业务伙伴而不是安装所有者

如果选中此复选框，Infor LN allows you to use the Sold-to BP of the service order instead of the actual owner of the installation, when the items are received in the warehouse.

Note: 

This field is applicable only if the 外部所有权 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

发料时允许使用安装所有者而不是买方业务伙伴

如果选中此复选框，Infor LN allows you to use the actual owner of the installation instead of the Sold-to BP of the service order, when items are issued from the warehouse.

Note: 

This field is applicable only if the 外部所有权 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

允许安装所有者不同于库存所有者

如果选中此复选框，the owner of a serialized item is different from the owner in inventory. This differentiation is applicable during the receipt of the serialized item in the warehouse.

Note: 

This field is applicable only if the 外部所有权 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

使用未分配的库存

如果选中此复选框， Infor LN 企业计划子系统 uses unallocated inventory to match and meet the inventory demand and supply.

如果清除此复选框， Infor LN 企业计划子系统 does not use unallocated inventory to meet the inventory demand.

Note: 
  • This field is not applicable if 需求挂钩 Demand Pegged check box is not selected in the 通用服务参数 (tsmdm0100m000) session, or
  • The Use Item Settings for 需求挂钩 check box is selected in the 通用服务参数 (tsmdm0100m000) session.

Note: 

The field is disabled only when you select 不适用 in the 需求挂钩类型 field.

服务订单编号组

The code of the number group used to identify service orders.

成本计算清单的编号组

The default number group for blank service-order costing-sheets.

计量单位

The unit used to express length (and width) in material cost lines.

You must select this check box if this field is already used in the service-order material-costs.

允许值: Only unit codes with the physical-quantity value 长度 are permitted.

说明

The name of the unit of measure.

服务订单历史记录

如果选中此复选框，you can transfer orders to service-order history. 如果清除此复选框， you cannot copy the service order to History. You cannot delete closed or cancelled orders. Instead, you can only delete service orders. This applies for service order quotes, as well.

使用现场更改单

如果选中此复选框， the field change orders functionality is implemented for the service orders in Infor LN 服务管理子系统.

要求库存承诺

如果选中此复选框， inventory must be committed to the service order.

The check box must be selected in case some material needs to be delivered from a warehouse, or some tools are required. 如果选中此复选框， these resources are committed to the service order.

需求挂钩类型

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

允许值

基于订单

此类型用于为特定需求订单分配库存和硬挂钩订单。

需求挂钩会指定买方业务伙伴和顺序/位置/序列。

基于内部参考

此类型用于为特定内部参考分配库存和硬挂钩订单。

基于客户参考

此类型用于为特定客户参考分配库存和硬挂钩订单。

需求挂钩会指定买方业务伙伴和参考。

基于客户位置

此类型用于为特定客户位置分配库存和硬挂钩订单。

需求挂钩会指定买方业务伙伴和收货方业务伙伴。

基于客户

此类型用于为特定客户分配库存和硬挂钩订单。 需求挂钩会指定买方业务伙伴。

不适用

无法选择任何挂钩类型。

Note: 
  • This field is not applicable if 需求挂钩 Demand Pegged check box is not selected in the 通用服务参数 (tsmdm0100m000) session, or
  • The Use Item Settings for 需求挂钩 check box is selected in the 通用服务参数 (tsmdm0100m000) session.
必须填入活动行

如果选中此复选框， you must link an activity line number to all the cost lines in a service order like the 材料, 人工, 其它 and so on except the 出差费用 line. By default, the check box is clear.

Note: 

For cost lines of type 出差费用, the activity line number is always zero even when you select the 必须填入活动行 parameter. The travel line is generated when you select the 距离和时间的行程合计行 parameter in the current session.

使用主工艺流程

如果选中此复选框，master routing data is used for field service.

完成服务订单

Specify how the service order must be completed.

允许值

人工

The work order is started when you click 完成 in the 服务订单 (tssoc2100m000) session.

自动

The work order is set to 已完成 status, when the last activity line or the last cost line of the service order is completed.

交互

The work order is started, based on the option Yes, No or Cancel that you select when the question is displayed.

If you select the option 交互, a question is displayed when you set the last activity line or the last cost line of the service order to 已完成 status. If you select the option 自动 or 人工, the question is not displayed

Use Order Discount

如果选中此复选框， order discounts are applicable for service orders.

Note: 

This field is enabled only if:

  • The 价目表折扣 check box is selected in the 通用服务参数 (tsmdm0100m000) session.
  • The 将覆盖范围计算用于估算 check box is selected.
Fixed Activity Price

如果选中此复选框， order discounts are applicable for the activity lines and cost lines with fixed prices.

Note: 

This check box is enabled only if the 使用订单折扣 check box is selected.

Materials

如果选中此复选框， order discounts are applicable for service orders material cost lines.

Note: 

This check box is enabled only if the 使用订单折扣 check box is selected.

Labor

如果选中此复选框， order discounts are applicable for service orders labor cost lines.

Note: 

This check box is enabled only if the 使用订单折扣 check box is selected.

Tools

如果选中此复选框， order discounts are applicable for service orders tool cost lines.

Note: 
  • This check box is displayed only if the 工具需求计划 (TRP) check box is selected in the 已实施的软件组件 (tccom0100s000) session.
  • This check box is enabled only if the 使用订单折扣 check box is selected.
Subcontracting

如果选中此复选框， order discounts are applicable for service orders subcontracting cost lines.

Note: 

This check box is enabled only if the 使用订单折扣 check box is selected.

Help Desk

如果选中此复选框， order discounts are applicable for service orders help desk cost lines.

Note: 
  • This field is displayed only if the 呼叫之后开票 check box is selected in the 呼叫管理参数 (tsclm0100m000) session.
  • This check box is enabled only if the 使用订单折扣 check box is selected.
Other Costs

如果选中此复选框， order discounts are applicable for service orders other cost lines.

Note: 

This check box is enabled only if the 使用订单折扣 check box is selected.

Freight

如果选中此复选框， order discounts are applicable for service orders freight cost lines.

Note: 
  • This field is displayed only if the 货运管理 (FM) check box is selected in the 已实施的软件组件 (tccom0100s000) session.
  • This check box is enabled only if the 使用订单折扣 check box is selected.
租赁

如果选中此复选框， order discounts are applicable for costs related to rental equipment.

Note: 
  • This check box is enabled only if the 使用订单折扣 check box is selected.
  • This field is displayed only if the 设备即服务 check box is selected in the 已实施的软件组件 (tccom0100s000) session.
租赁设备服务订单的编号组

The number group used to generate the rental equipment service orders.

Note: 

This field is displayed only if the 设备即服务 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

设备租赁要求的编号组

The number group used to generate the rental equipment requests.

Note: 

This field is displayed only if the 设备即服务 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

设备租赁要求的序列

The series used to generate the rental equipment requests.

Note: 

This field is displayed only if the 设备即服务 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

系列说明

The description or name of the code.

Note: 

This field is displayed only if the 设备即服务 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

设备租赁要求的间距

The step size used for defaulting the request line number.

Note: 

This field is displayed only if the 设备即服务 check box is selected in the 已实施的软件组件 (tccom0100s000) session.

使用价格阶段

如果选中此复选框，, the Price Stage functionality is applicable to the service order material cost lines.

Note: 

This field is displayed only if:

  • The 将覆盖范围计算用于估算 check box is selected.
  • The 价目表折扣 check box is selected in the 通用服务参数 (tsmdm0100m000) session.
价格阶段必填

如果选中此复选框，, the price stage must be specified for a service order material cost line.

Note: 

This field is enabled only if the 使用价格阶段 check box is selected.

计算服务订单成本

Specify how the service order must be costed.

允许值

人工

The work order is started when you click 完成 in the 服务订单 (tssoc2100m000) session.

自动

The work order is set to 已完成 status, when the last activity line or the last cost line of the service order is completed.

交互

The work order is started, based on the option Yes, No or Cancel that you select when the question is displayed.

默认值

交互

Description

代码的说明或名称。

将覆盖范围计算用于估算

如果选中此复选框， you can maintain the discount, cost and sales amount for the estimated cost lines that Infor LN creates for the service order cost lines, before the related order or the activity is released.

Note: 

You cannot clear this check box, if estimated cost lines exist for a service order that has the status set to 自由.

允许删除估计值

Indicate if the cost lines for which the 估计成本行 check box selected in the cost lines session, can be deleted.

允许值

否

不能删除在下达相关订单或活动之前创建的活动行、部件行、成本行或资源行。

交互式

LN 提示您在删除活动行、部件行、成本行或资源行之前进行确认。

是

您可以删除活动行、部件行、成本行或资源行。

Note: 

This field is enabled and set to 交互式 only if the 将覆盖范围计算用于估算 check box is selected. If the check box is cleared, this field is disabled and set to 是.

取消服务订单

Specify how the service order must be canceled.

允许值

人工

The work order is started when you click 完成 in the 服务订单 (tssoc2100m000) session.

自动

The work order is set to 已完成 status, when the last activity line or the last cost line of the service order is completed.

交互

The work order is started, based on the option Yes, No or Cancel that you select when the question is displayed.

默认值

交互

If you select the option 交互, a question is displayed when you cancel the last activity line or the last cost line of the service order. If you select the option 自动 or 人工, the question is not displayed

编号组

The default number group used to identify field change orders (FCOs).

索赔页眉编号组

The number group that is used to generate first free numbers for claim header.

匹配的索赔编号

如果选中此复选框， the unique service order number is also assigned to the claim number.

服务订单报价单

The code you enter in this field will be the default service type used to categorize the generated service order.

说明

The description or name of the service type.

人工服务订单

The code of the default service type used to categorize a service order activity generated from a manual service order if no service type is specified for the manual service order.

现场更改单

The code of the default service type used to categorize a service order activity from a field change order (FCO) if no reference activity is specified for the FCO.

If a service order activity is generated from a field change order (FCO), and no service type is specified for the FCO, the code entered in this field will be the default service type used to categorize the generated service order activity.

计划活动

If a service order activity is generated from a preventive maintenance plan (planned activities), and no service type is specified for the planned activities, the code entered in this field will be the default service type used to categorize the generated service order activity.

呼叫

When a service order activity is generated from a service call, if no service type is specified for the service call, the code you enter in this field will be the default service type used to categorize the generated service order activity.

工具维修

The default service type code that is used to categorize a service order activity generated from a tool refurbishment if no reference activity is specified for the tool refurbishment.

检验

The default service type code used when the follow-up service order is created from an inspection.

Project

The default service type code used when the follow-up service order is created from an ERP Project.

冻结订单的订单处理程序第一步

This field dictates the number of stages at which a service order must be checked to check that the service order meets any of the selected signaling and blocking parameters, and if so is blocked by Infor LN.

Signal If Credit Limit is Exceeded

如果选中此复选框， Infor LN signals the user if the credit limit of an invoice-to BP is exceeded.

如果清除此复选框，no signal is given, even if the credit limit of the invoice-to BP is exceeded.

Block If Credit Limit is Exceeded

如果选中此复选框， Infor LN blocks the service order if the credit limit of the invoice-to BP is exceeded.

如果清除此复选框，the service order will not be blocked, even if the credit limit of the invoice-to BP is exceeded.

Signal If Credit Review is Overdue

如果选中此复选框， Infor LN signals the user if the credit review of the invoice-to BP is overdue.

如果清除此复选框，no signal is given, even if the credit review of the invoice-to BP is overdue.

Block If Credit Review is Overdue

如果选中此复选框， Infor LN blocks the service order if the credit review of the invoice-to BP is overdue.

如果清除此复选框，the service order will not be blocked, even if the credit review of the invoice-to BP is overdue.

Signal If Invoice is Overdue

如果选中此复选框， Infor LN signals the user if the invoice-to BP has an overdue invoice.

如果清除此复选框，no signal is given, even if the invoice-to BP has an overdue invoice.

Block If Invoice is Overdue

如果选中此复选框， Infor LN blocks the service order if the invoice-to BP has an overdue invoice amount.

如果清除此复选框，the service order is not blocked, even if the invoice-to BP has an invoice amount overdue.

Signal If business partner is Doubtful

如果选中此复选框， Infor LN signals the user if the invoice-to BP is doubtful.

如果清除此复选框，no signal is given, even if the invoice-to BP is doubtful.

Block If business partner is Doubtful

如果选中此复选框， Infor LN blocks the service order if the invoice-to BP is doubtful.

如果清除此复选框，the service order is not blocked, even if the invoice-to BP is doubtful.

使用制造项目

如果选中此复选框，integration with the 项目控制 module in 制造管理 is possible.

如果清除此复选框，integration with the 项目控制 module in 制造管理 is not possible.

订单升级时间

一段时间，在该时间段后已下达的紧急服务订单将被视为延期紧急服务订单。对于服务工程师尚未处理的紧急服务订单，如果订单下达日期/时间加上订单升级时间发生在过去，系统会将该订单视为延期紧急服务订单。可以使用延期紧急服务订单 (tssoc2502m000) 进程查看此类订单清单。

搜索服务订单依据

When a new service order is registered, Infor LN searches for existing service orders.

允许值

买方业务伙伴

LN 检查为服务订单指定的买方业务伙伴是否有任何现有服务订单。

安装组

LN 检查为服务订单指定的安装组是否有任何现有服务订单。

序列化物料

LN 检查为服务订单指定的序列化物料是否有任何现有服务订单。

无

LN 不会搜索现有服务订单。

自由

如果选中此复选框， status of the service order will set to 自由.

已计划

如果选中此复选框， status of the service order will set to 已计划.

已下达

如果选中此复选框， status of the service order will set to 已下达.

已完成

如果选中此复选框， status of the service order will set to 已完成.

已核算成本

如果选中此复选框， status of the service order will set to 已核算成本.

已结算

如果选中此复选框， status of the service order will set to 已结算.

已取消

如果选中此复选框， status of the service order will set to 已取消.

Rejected

如果选中此复选框， status of the service order will set to Rejected.

行程距离行

If you select the 行程距离行 and the 距离和时间的行程合计行 check box, Infor LN creates a separate cost line for traveling distance in the 服务订单估计其它成本 (tssoc2140m000) session when you run the 服务订单资源计划 (tssoc2260m000) session.

Note: 

If you do not select the 距离和时间的行程合计行 check box, Infor LN creates a separate cost line for traveling distance in the 服务订单实际其它成本 (tssoc2141m000) session.

出差

The default cost component for traveling expenses in 服务订单管理模块.

Note: 

If the 出差费用计算方法 parameter in the 通用服务参数 (tsmdm0100m000) session is set to 无, this field unavailable.

应用累计折扣和折扣合计至成本物料

If this check box is selected, the total and cumulative discounts defined in sales/service total discount matrices, are applied to items of type Cost and Service.

Note: 
  • This check box is displayed only if the 使用累计及价格和折扣总计 check box is selected in the 通用服务参数 (tsmdm0100m000) session.
  • This check box is enabled only if the 将覆盖范围计算用于估算 check box is selected in this session.
其它成本

The default cost component for the other expenses in 服务订单管理模块.

调整任务分派的活动日期

如果选中此复选框， and the assignment is updated:

  • the planned start and the planned finish time of the service order activity is also updated.
  • the planned start time of the activity is set to the earliest of the planned start times of all the related assignments, and the planned finish times of the activity is set to latest of the planned finish times of all the related assignments.
Note: 
  • If the activity is updated based on assignments update, only the planned start and planned finish time of the activity are updated. The duration of the activity is not changed.
  • 如果选中此复选框， and an activity cannot be updated, the assignment is also not updated.
行程时间行

If you select the 行程时间行 and the 距离和时间的行程合计行 check box, Infor LN creates a separate cost line for traveling time in the 服务订单估计其它成本 (tssoc2140m000) session when you run the 服务订单资源计划 (tssoc2260m000) session.

Note: 

If you do not select the 距离和时间的行程合计行 check box, Infor LN creates a separate cost line for traveling time in the 服务订单实际其它成本 (tssoc2141m000) session.

距离和时间的行程合计行

如果选中此复选框， the following travel lines are created in the 服务订单估计其它成本 (tssoc2140m000) session when you run the 服务订单资源计划 (tssoc2260m000) session:

  • Travel Total
  • Travel Distance
  • Travel Time

If you do not select this check box, Infor LN creates a travel distance line; a travel time line or a travel callout charge line in the 服务订单实际其它成本 (tssoc2141m000) session.

The cost of travel time and distance travelled is consolidated. This consolidated cost amount is invoiced to the customer as a single 距离和时间的行程合计行 cost line.

Note: 

If, in the 通用服务参数 (tsmdm0100m000) session, the value selected in the 出差费用计算方法 field is 无, Infor LN does not create travel cost lines when you run global SRP for a service order.

行程时间的任务代码

The default task code given to traveling hours when you maintain hours accounting in 人员管理.

Description

The name or description of the task.

工时核算

The default cost component given to the hours accounted to carrying out a service order.

Note: 

Hours accounting is carried out in 人员管理.

默认工作类型

The default labor type for normal work hours accounted to a service order in the 工时和费用 module of 人员管理.

Description

The description or name of the labor type.

必须填入人工行

如果选中此复选框， a reference to a Service Order Labor Cost line must be specified when a line is created in the 服务订单工时 (bptmm1130m000) session.

必须填入行程行

如果选中此复选框， a reference to a Service Order Other Cost line must be specified when a line is created in the 服务订单工时 (bptmm1130m000) session.

用于交货类型: 自仓库

如果选中此复选框，return deliveries with delivery type 至仓库 are generated for material lines with original delivery type From Warehouse when reporting a service order or service order activity involving non-consumed items completed.

The user must enter the actual 实际累计数量 with the consumed value and report the service order activity or service order completed. As a result a warehousing order of the type 收货 with delivery type 至仓库 is generated.

用于交货类型: 自仓库按特定方式运送

如果选中此复选框，and non-consumed items are present on the material line with delivery type 自仓库按特定方式运送, a new transfer order is created for the return material line with delivery type 通过特定方式运送回仓库. The transfer order is created when a service order or service order activity is costed.

用于交货类型: 自服务车仓库

如果选中此复选框，and non-consumed items are present on the material line with delivery type 至仓库, a new transfer order is created for the return material line with delivery type 自服务车仓库. The transfer order is created when a service order or service order activity is costed.

用于交货类型: 按采购订单

如果选中此复选框，return deliveries with delivery type 至仓库 are generated for material lines with original delivery type 通过采购订单, when you report completed a service order or service order activity involving non-consumed items.

用于交货类型: 供应商直接交货

如果选中此复选框， return deliveries with delivery type Supplier Direct Return are generated for the material lines when you report completed a service order or service order activity involving non-consumed items. The process is used to return the non-consumed items to the supplier directly or to a warehouse mentioned on the original line.

生成退货的货运单

This setting is used to default values to the actual material lines. This field is defaulted based on the following table:

Generate Freight Order for Returns (Service Order Parameters) Generate Freight Order’ in Supplier Direct Delivery line Default for Generate Freight Order for Returns (Supplier Direct Delivery Line)
Yes No No
Yes Yes Yes
No No No
No Yes No
复制货运开票信息至直接退货行

This setting is used to default values to the actual material lines. This field is defaulted based on the following table:

Copy Freight Invoicing Information to Return Line’ (Service Order Parameters) Generate Freight Order for Returns’ in Supplier Direct Delivery line Default for Copy Freight Invoicing Information to Return Line (Supplier Direct Delivery Line)
Yes No No
Yes Yes Yes
No No No
No Yes No
可维修物料的仓库

If this field specifies a warehouse and the item specified in the 服务订单估计材料成本 (tssoc2120m000) session is a material line with an item for which 可维修 is set to 是, when the service order or service order activity is reported completed, a new material line for the repairable item is created with delivery type 至仓库 and the 要求数量 field as 0.

Note: 
  • The user must enter the quantity whenever a return is applicable.
  • The repairable warehouse must be of type 普通仓库, 服务专用库 or 服务退件库.
Description

The name of the warehouse.

估计销售费率搜索路径

One of six possible search path levels.

Note: 

  • After you define the search path levels and save the parameter settings, LN checks the following:

    • A value can only occur once.
    • Intermediate fields cannot be empty.
  • If a labor rate is always required, select 部门 in one of the six search path fields.
  • Any search path options that you specify after the 部门 option are ignored.
Note: 

Infor LN allows you to define the estimated labor sales rate at skill level, only if the Skill checkbox is selected in 通用服务参数 (tsmdm0100m000) session.

实际销售费率搜索路径

One of six possible search path levels.

Note: 

  • After you define the search path levels and you save the parameter settings, LN checks the following:

    • A value can only occur once.
    • Intermediate fields cannot be empty.
  • If a labor rate is always required, select 部门 in one of the six search path fields.
  • Any search path options that you specify after the 部门 option are ignored.
Note: 

Infor LN allows you to define the actual labor sales rate at skill level, only if the Skill checkbox is selected in 通用服务参数 (tsmdm0100m000) session.

估计成本费率搜索路径

One of up to six search path levels.

Note: 

  • After you define the search path levels and you save the parameter settings, LN checks the following:

    • A value can only occur once.
    • Intermediate fields cannot be empty.
  • If a labor rate is always required, select 部门 in one of the six search path fields.
  • Any search path options that you specify after the 部门 option are ignored.
Note: 

Infor LN allows you to define the estimated labor cost rate at skill level, only if the Skill checkbox is selected in 通用服务参数 (tsmdm0100m000) session.

实际成本费率搜索路径

One of six possible search path levels.

Note: 

  • After you define the search path levels and you save the parameter settings, LN checks the following:

    • A value can only occur once.
    • Intermediate fields cannot be empty.
  • If a labor rate is always required, select 部门 in one of the six search path fields.
  • Any search path options that you specify after the 部门 option are ignored.
Note: 

Infor LN allows you to define the actual labor cost rate at skill level, only if the Skill checkbox is selected in 通用服务参数 (tsmdm0100m000) session.

传呼间隔

The period of time in which the engineer is expected to respond to a paging message.

If a priority code with a specified page response time is related to the original call, this value is defaulted. Otherwise, the default is retrieved from the 寻呼机响应时间 [分钟] field in the 优先级 (tcmcs0170m000) session.

Note: 

This field is visible, only if the 传呼处于活动状态 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.

储存已发送消息的文件夹

The name and the path of the folder in which paging messages are stored.

Note: 

This field is visible, only if the 传呼处于活动状态 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.

传呼服务名称

The name or code that identifies the paging provider in the paging message header.

Note: 

This field is visible, only if the 传呼处于活动状态 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.

传呼服务标识

An alphanumeric code that enables the paging provider to verify if the paging message actually originates from this particular service organization.

Note: 

This field is visible, only if the 传呼处于活动状态 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.

传呼服务提供者的字段分隔符

Up to three characters used to separate the items in the paging message header.

Note: 

You can specify field separators for the contents of paging messages in the 消息布局 (tsmdm1175m000) session.

Note: 

This field is visible, only if the 传呼处于活动状态 checkbox in the 通用服务参数 (tsmdm0100m000) session is selected.

确认函

如果选中此复选框，a standard acknowledgement sheet template is present.

预约单

如果选中此复选框，a standard repair report template is present.

维修报告

如果选中此复选框，a standard repair report template is present.

Default Preferred Engineer during Planning

如果选中此复选框， Infor LN assigns the preferred engineer to a service order header when you run the 服务订单资源计划 (tssoc2260m000) session.

If this check box and the 生成默认任务分派 check box in 服务类型 (tsmdm0130m000) session is selected, Infor LN assigns the preferred engineer to a service order header and generates assignments for this preferred engineer, when you run the Run Global Service Resource Planning (tssoc2260m000) session. Assignments are generated only for activities that have no assignments defined for this engineer.

If this check box is selected and the 生成默认任务分派 check box in Service Types (tsmdm0130m000) session is not selected, only the preferred engineer is assigned to the service order header when you run the Run Global Service Resource Planning (tssoc2260m000) session.

If a service engineer is not linked to the service order header, Infor LN retrieves the service engineer in the following order:

  • Preferred Engineer defined for the serialized item
  • Preferred Engineer defined for the (nearest) parent item
  • Preferred Engineer defined for the Installation Group
订单创建期间的默认首选工程师

如果选中此复选框， Infor LN defaults the preferred engineer in the service order header session when a service order is created or modified and before the order is released.

Infor LN retrieves the service engineer in the following order:

  • Preferred Engineer defined for the serialized item
  • Preferred Engineer defined for the (nearest) parent item
  • Preferred Engineer defined for the Installation Group
活动默认使用页眉的首选工程师

如果选中此复选框， the preferred engineer for the service order activities is defaulted from the service order header.

任务分派是必需的

如果选中此复选框， the engineer assignments must be linked to all the service order activities with the 已下达 status.

使用工程师日历进行计划

如果选中此复选框， Infor LN uses the calendar of the engineer to calculate the planned start and finish date for the service order activities and the assignments.

活动默认使用任务分派的服务车

如果选中此复选框， Infor LN defaults the service car of the first service engineer linked to the assignment, for the service order activities.

调整任务分派的活动日期

如果选中此复选框， and the assignment is updated:

  • the planned start and the planned finish time of the service order activity is also updated.
  • the planned start time of the activity is set to the earliest of the planned start times of all the related assignments, and the planned finish times of the activity is set to latest of the planned finish times of all the related assignments.
Note: 
  • If the activity is updated based on assignments update, only the planned start and planned finish time of the activity are updated. The duration of the activity is not changed.
  • 如果选中此复选框， and an activity cannot be updated, the assignment is also not updated.
使用用于呼叫的服务成套备件

如果选中此复选框，when you execute the 服务订单资源计划 (tssoc2260m000) session, Infor LN attempts to allocate a service kit for a service order activity for call solution.

通用
装运材料至

The option to specify the address used as shipping address on the material cost line related to the order.

允许值

进货方业务伙伴地址
安置区地址
所有者地址
实际使用业务伙伴地址
经销商地址
分包商地址
不适用
为仓库转移订单创建延交订单

如果选中此复选框， a back order is created in 仓储管理子系统 in case shortages occur during a goods transfer with order origin service.

示例

If a service company requests for 10 pieces of item X from the warehouse when the available stock is only four pieces, the warehouse ships the four pieces to the service company and raises a back order in the 仓单（多份） (whinh2100m000) session for the six pieces.

活动间距

The number that defines the sequence for the successive steps that must be performed for activity.

Note: 

For example, if you enter the value 10, the numbers assigned to successive activities are 10, 20, 30, and so on.

行间距

The number that defines the sequence for the successive maintenance sales order lines. For example, if you enter the value 10, the numbers assigned to successive maintenance sales order lines are 10, 20, 30, and so on.

默认序列状态为服务订单活动

The default status of the serialized item when a service order activity is created.

允许值

启动

序列化物料处于启动阶段。

已取代

PBS 的序列化物料被新物料取代。

活动

序列化物料处于活动状态。

修订号

序列化物料处于修订阶段。

缺陷

序列化物料有缺陷。

工作条件

序列化物料处于工作状态。

待回收

序列化物料准备好被回收。

已删除

序列化物料已删除。

不适用
服务用户模板

The default service user template that defines authorizations for field service engineers in handling service order activity assignments.

发放前必须打印回执

如果选中此复选框， printing the acknowledgement is mandatory before the service order is released.

Note: 

This field is applicable only if the 将税务用于估算 check box is selected in the 服务订单管理参数 (tssoc0100m000) session.

订单升级时间

The unit used to express the duration.

交货类型的默认序列状态: 至仓库（通过特定方式运送）

The default status of the serialized item when the item is returned to the warehouse and the 交货类型 is 通过特定方式运送回仓库.

允许值

启动

序列化物料处于启动阶段。

已取代

PBS 的序列化物料被新物料取代。

活动

序列化物料处于活动状态。

修订号

序列化物料处于修订阶段。

缺陷

序列化物料有缺陷。

工作条件

序列化物料处于工作状态。

待回收

序列化物料准备好被回收。

已删除

序列化物料已删除。

不适用
整体开票

如果选中此复选框， and you change the service order status to 已核算成本, Infor LN posts all actual cost lines to 统一开票 simultaneously.

默认值

Selected.

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

Note: 
  • If the service order status is 自由 or 已计划, you can modify the setting in this field.
  • For internal service orders, this field is not applicable.
行程计划方法

The method that indicates whether the travel planning is based on service order header or service order activity line.

允许值

基于订单
基于活动
不适用

为服务订单生成行程行

如果选中此复选框， Infor LN generates a travel line for the service order.

行程行创建阶段

The process that indicates when Infor LN creates the travel lines.

允许值

订单创建期间
服务订单资源计划期间
不适用
Note: 

This field is applicable only if the 为服务订单生成行程行 check box is selected.

行程外出服务费用行

如果选中此复选框， a travel call-out charge line is generated.

Note: 

This field is applicable only if the 为服务订单生成行程行 check box is selected.

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