Actual Resource Lines for Service Orders

To understand the utilization of long-term equipment rental agreements, the actual used resources are registered and invoiced on a regular basis (weekly/monthly).

You can use the Service Order Actual Resource Lines (tstdm4101m000) session to register the actual delivered or spent resources or both, per cost line in Services. The actual resource lines are created for all cost types when the actual costs are registered on the linked cost line. If the actual (used) quantity is less than the issued quantity, an unconsumed cost line is created to send the unused items back to the warehouse. The Service Order Actual Resource Line COS (tstdm4102m000) session is used to maintain the detailed Cost Of Sales (COS) information of the actual resource line.

Automatic creation of the actual resource lines

The application creates the actual resource lines automatically for service order cost lines when the corresponding process is performed:
Cost Type Actual Resource Line created when
Material line with delivery types related to warehousing order The Shipment or Receipt of material is confirmed in Warehousing.
Note: For each shipment or receipt line linked to a warehouse order, a separate actual resource line is created.
Other cost - Helpdesk The Call is transferred to a service order.
Other cost - Travel time Processing hours accounting lines.
Other cost - Travel Total
  • Processing hours accounting lines of the linked travel time line.
  • Specifying distance on related travel distance lines.
Other cost - Freight Freight costs are for the related material line.
Other cost - Quote Invoice Processing the quote.
Other cost - Rental, specification type Equipment Procurement Approving Equipment Utilization
Labor Processing hours accounting lines
Note: 
  • Actual resource lines are also created when you directly update costs from finance.
  • The Cost lines that are linked to actual resource lines produced by external processes cannot be deleted.
  • For each hours accounting line, a separate actual resource line is created. The aggregation is done at the Invoice Line level and not at the resource line level.

Manual creation of actual resource lines

When actual cost is specified in the existing cost line sessions, an actual resource and invoice line are also created.

The actual costs for these cost/delivery/specification type can be specified directly in the cost line session:
  • Other costs of type Other
  • Other costs Travel Distance
  • Material line Service Inventory
  • Material line Customer Inventory
  • Other costs Subcontracting
  • Other costs Tooling
  • Other cost Rental, specification type Rental Period
  • Material line, From Rental Fleet
An actual resource and invoice line are created when you:
  • Specify the actual quantity and other data.
  • Save the data.

A COS record is created for both, actual resource and invoice lines.

Note: 
  • If an actual resource and invoice line already exists, the lines are updated based on the new values specified for the cost line. This is applicable for the COS records.
  • If the actual resource lines are created by an external process, you cannot modify the actual quantity manually. However, minor changes are allowed to warehouse order-related delivery lines. If the actual resource lines are created manually, the actual quantity can be modified until the cost line is costed.
  • If one or more costed invoice line(s) are linked to the cost line, for both, warehouse order related or manually created cost lines, the actual quantity cannot be lesser than the already invoiced quantity.