Processing After Sales Lines to Service
The After Sales Service lines are processed to Service in this sequence:
Linking to Installation Group
If the Link to Installation Group check box is selected for the After Sales Service line, the item must be linked to an installation group when the lines are processed to Service.
If the Generate First Free Numbers check box is selected in the Configuration Management Parameters (tscfg0100m000) session, the Series for Installation Groups is used to generate the installation group. Else, you can specify the Installation Group. When you specify the installation group, Infor LN checks if this installation group already available. If available, the installation group is used only if the owner of the installation group and the sold-to business partner of the originating order are same.
Using Service Item
The item specified on the After Sales Service line, must also be defined in the Items - Service (tsmdm2100m000) session.
Using Serialized Item
If the item specified on the After Sales Service line is serialized in inventory, Infor LN checks if the item is already defined in the Serialized Items (tscfg2100m000) session. If defined, the sold-to business partner (owner) of the serialized item must not be defined. If defined, the sold-to business partner must same as the business partner specified on the originating order.
If the item is not defined, the item must be first created in service or defined in Serialized Items (tscfg2100m000) session.
For an item that is not set to Serialized in Common, but is Serialized in Service, serials must be created in the Serialized Items (tscfg2100m000) session. The values related to the Originating Order and the Sold-to Business Partner are defaulted on the serialized item.
If the Create Physical Breakdown check box is selected in the After Sales Service (tstdm5600m000) session, for each serialized item, a physical breakdown structure is created based on the value set in the Physical Breakdown Source field. The physical breakdown structure is created for the serialized item only if a structure is not created yet.
If an installation group is specified, all the serialized items are linked to the installation group.
Using Non Serialized Items
If an installation group is specified, the items that are not Serialized in Common and Serialized in Service, are linked to the installation group.
Using the item identification set
If an item identification set is specified on the After Sales Service line, for each item in the set, the actions defined on the After Sales Service line are executed.
Generating Contract
If the Create Service Contract check box is selected in the After Sales Service (tstdm5600m000) session, a service contract is created when the After Sales Service line is processed. The contract is created based on the value set for the Contract Line Configuration field. A contract is only created if no contract is created yet.
For Example: If the Contract Line Configuration field is set to Installation Group, and more than one After Sales Service lines have the same installation group, Infor LN creates only one contract when the lines are processed.
Generating Warranty Template
You can specify a Warranty Template for the After Sales Service and this template overrides the default Warranty Template specified in the Item Service Defaults (tsmdm2105m000) session.