Activating Services Procurement

To activate services procurement:

  1. Access the Concept Activation (tcemm4600m100) session.
  2. Click Services Procurement. The Concept Activation (tcemm4600m000) session is displayed where you must configure the data and parameters for the services procurement.
  3. Click In Preparation. Infor LN initiates the master data and parameter setup of the concept. This sets the status of the Services Procurement field to In Preparation both in Implemented Software Components (tccom0100s000) and Concept Activation (tcemm4600m100) session. This is a mandatory step in the activation process.
  4. Click Initialize Equipment Quantity to initiate the equipment quantity. After initializing the equipment quantity, the default value in the corresponding fields is set to 1.0 in these sessions:
    • Estimate Lines (tpest2100m000)
    • Planned PRP Purchase Orders (Equipment)( tppss6111m000)
    • Equipment Budget Lines (tpptc1512m000)
    • History of Equipment Budget Lines (tpptc1527m000)
    • Control Data Equipment Lines (tpptc1537m000)
    • Control Data Equipment Lines for Physical Progress (Equipment Lines)(tpptc1547m000)
    • Equipment Budget Lines by Activity (tpptc2112m000)
    • History of Equipment Budget Lines by Activity (tpptc2527m000)
    • Actual Budget by Extension / Equipment (tpptc3532m000)
    • Actual Budget by Extension / Equipment Control Code (tpptc3537m000)
    • Actual Budget by Equipment (tpptc3547m000)
    • Actual Budget by Equipment Control Code (tpptc3552m000)
    • Purchase Budget Detail Lines (tpptc4520m000)
  5. Click Setup Services Trades to define services trade. This step starts the Services Trades (tcmcs2113m000) session in which the existing or new entries for Services Trades can be maintained.
    Note: This setup can be done only if Nature of Supply is created in the Natures of Supply (tcmcs0130m000) session.
  6. Click Setup Subcontracting Master Data to start the Subcontracting (tppdm0513m000) and/or Project Subcontracting (tppdm6513m000) sessions, in which Services Trade, Procurement by, and Buy-from Business Partner details in the subcontracting cost objects.
    Note: The setup of the Services Trade is considered a mandatory step when Procurement by is set to Subcontracting Procurement Order
  7. Click Setup Equipment Master Data to start the Equipment (tppdm0512m000) and/or Project Equipment (tppdm6512m000) sessions, in which Procurement by, Services Trade, and the Buy-from Business Partner details can be maintained in the standard equipment cost objects.
    Note: The setup of the Services Trade is considered a mandatory step when Procurement by is set to Equipment Procurement Order
  8. Click Review Purchase Budget to review the budget detail lines and to setup the Procurement by field in the Purchase Budget Detail Lines (tpptc4520m000) session.
  9. Click Validate Setup to start the Validate Setup for Activating Services Procurement (tppdm0211m000) session to check the setup done in the previous steps and reports any issues found.
  10. Click Activate to set the status of the Services Procurement field to Active both in Implemented Software Components (tccom0100s000) and Concept Activation (tcemm4600m100) session. This is a mandatory step in the activation process.
  11. Additionally, these steps must be executed after the Services Procurement Order concept is activated:
    • When the Services Procurement Order concept is activated, the actual use of SPO must be enabled by selecting the Services Procurement Order check box in the Procurement Parameters (tdpur0100m000) session, for each company that must use the SPO. After this setup, the Subcontracting Procurement Orders and Equipment Procurement Orders check boxes must be selected in the Services Procurement Order Parameters (tdpur0101m000) session.
    • Click Review Subcontracting Cost Determination to set the Cost Determination Method in the Subcontracting (tppdm0513m000) and Project Subcontracting (tppdm6513m000) sessions to Amount Only or Rate Only for relevant subcontracting cost objects.
    • Click Review Equipment Cost Determination to set the Cost Determination method in the Equipment (tppdm0512m000) and Project Equipment (tppdm6512m000)sessions to Rate Only for relevant equipment cost objects.
      Note: This option is enabled only if the Equipment Procurement Orders check box is selected in the Services Procurement Order Parameters (tdpur0101m000) session.
    • Click Rebuild Control Data. This starts the Generate Control Data (tpptc1230m000) and sessions.
      Note: This step is useful only if the Subcontracting Procurement Orders and/or Equipment Procurement Orders check boxes are selected in the Services Procurement Order Parameters (tdpur0101m000) session.
    • Click Rebuild Planned PRP Purchase Orders. This starts the Generate Planned PRP Orders (tppss6200m000) session.
      Note: This step is useful only if the Subcontracting Procurement Orders and/or Equipment Procurement Orders check boxes are selected in the Services Procurement Order Parameters (tdpur0101m000) session.