Estimates in Service Order Control
You can maintain the estimated sales and cost amounts for the service orders, activities and the cost lines before the service order or the activity is released (estimated phase). You can compare these estimated amounts with the actual amounts.
To implement the Estimates functionality, you must select the Use Coverage Calculation for Estimates check box in the Service Order Parameters (tssoc0100m000) session.
The impact of the estimates functionality
For Service Orders
When estimates functionality is implemented and a service order is created, LN selects the Use Coverage Calculation for Estimates check box in the Service Orders (tssoc2100m000) session.
In the estimated phase, LN defaults the Sales Price amount as the Estimated Sales Price for the service order, activities and the related cost lines.
When you create a copy of the existing service order, the Use Coverage Calculation for Estimates check box setting and the related estimated cost lines are not copied for the new service order.
For Service Order Cost Lines
If a cost line is created during the estimated phase (before the order or the activity is released), LN selects the Estimated Cost Line check box for the line.
When a service order cost line is created in the estimated phase, LN creates a related estimated cost line.
If these cost lines for a service order are generated based on a reference activity, a planned activity or a quotation during the estimated phase, LN creates a related estimated cost line.
If the cost line data is modified manually, LN updates the related estimated cost line. Conversely, if the estimated cost line data is modified manually, LN updates the related cost line.
When a service order or activity is released, the estimated cost line values are defaulted on the actual cost lines (if the estimates are applicable). However, if the cost line data is modified in the actual phase, LN does not update the estimated cost line.
LN allows you to change the service order activity line number of a cost line in the estimated and actual phase. If the activity line number of a cost line is modified in the estimated phase, the estimated cost line is updated. If the activity line number of a cost line is modified in the actual phase, the related estimated cost line is deleted (based on the Allow to Delete Estimates parameter setting).
For warranty and coverage
In the estimated phase, for a service order or activity, if the Serialized Item Warranty or the Generic Warranty is modified, all the amounts on the estimated and actual cost lines are updated accordingly. LN updates the estimated and actual cost lines similarly, if the Warranty or the Coverage Contract is modified based on these modified values for a service order or an activity:
- Installation Group
- Item
- Coverage Type
- Time
For recalculation of the prices and discounts
In the estimated phase, for a service order or activity, if the Pricing Method is modified, the sales values are recalculated on all the cost lines and the related estimated cost lines. The discount amount that is modified manually ( Discount Origin field is set to Manual) is recalculated only if the Overwrite Manual Discounts check box is selected in the Price and Discount Recalculation (tssoc2240m000) session.
Deleting a Service Order Cost Line
You cannot delete a service order cost line in the actual phase if the cost line is created in the estimated phase and the Allow to Delete Estimates field is set to No in the Service Order Parameters (tssoc0100m000) session. If a cost line is deleted (when allowed), the related estimated cost line is also deleted. The estimated cost lines are also deleted when the related service order or the activity is deleted.