Service Types (tsmdm0130m000)
Use this session to display or define service types.
To define a service type:
- Enter a unique code and a description.
- Select the appropriate order procedure, coverage type, and availability type.
- Click the Save button.
- If you have started this session by zooming, you can only find and select a record.
- Customer Claim related and Supplier Claim related fields are available only if Customer Claims check box and Supplier Claims check box are selected in the General Service Parameters (tsmdm0100m000) session.
Field Information
- General
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- General
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- Service Type
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The code of the service type.
- Description
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The name or description of the service type.
- Order Procedure
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The service type's order procedure. The Order Procedure can either be:
- Normal
- Emergency
- Normal
- Coverage Type
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The coverage type which determines how the service type's costs will be covered.
Selected from the Coverage Types (tsmdm0135m000) session.
- Description
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The name or description of the coverage type.
- Availability Type
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The code of the availability type given to the service type. Selected from the Availability Types (tcccp0101m000) session.
Note: If you leave this field empty, the availability type specified in the General Service Parameters (tsmdm0100m000) is used for this service type. - Generate Default Assignment
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If this check box is selected, and a service engineer is specified on the service order header, LN creates a service execution assignment for the service order activities for the service type, defined in the Service Type field. The assignment is created for the service engineer.
If this check box is cleared, and a service engineer is specified on the service order header, LN does not create service execution assignments for service order activities for the service type, defined in the Service Type field. The service engineer specified on the service order header may not take up the work or may just complete part of the work assigned. In both cases, service execution assignments must be created manually, for the activities.
Note:Use service types with this check box selected for service order activities that require a single service engineer.
Use service types with this check box cleared for service order activities that require multiple service engineers.
Note:When you run the Service Order Resource Planning (tssoc2260m000) session with this parameter checked, LN generates assignments for the service engineer linked to the service order header. Assignments are generated only for activities that have no assignments defined for this engineer.
When you generate service order, with this parameter checked, LN assigns the engineer of the service order header; to the order activity.
- VAT Based On
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The VAT is charged based on goods or services. LN defaults this value for service orders, customer claims and supplier claims.
Allowed values
- VAT Based on Goods
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The goods flow is considered to determine the correct VAT values.
- VAT Based on Services
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The place (location address) where the service is performed, is considered, to determine the correct VAT values.
- Warehouse Order
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- Warehouse Order Type for Issue
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Enter the Warehousing Order Type for Issue. Select the warehouse order type for issue from Warehousing Order Types (whinh0110m000) session. LN displays the Warehousing Order Type of type Issue.
- Warehouse Order Type for Receipt
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Enter the Warehousing Order Type for Receipt. Select the warehouse order type for receipt from Warehousing Order Types (whinh0110m000) session. LN displays the Warehousing Order Type of type Receipt.
- Claim
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- Claim Management
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- Claim Invoice Procedure
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The procedure that determines how reimburse for costs claim lines are handled.
Customer Claim
- Credit Note Based : Reimburse for costs claim lines are invoiced in sales invoicing, that results in a sales credit note, which you send to your customer.
- Invoice Based : Reimburse for costs claim lines are linked to purchase invoice lines in Accounts Payable (ACP), that are invoice lines of the purchase invoice you receive from your customer.
Supplier Claim
- Invoice Based : Reimburse for costs claim lines are linked to purchase invoice lines in Accounts Payable (ACP), that are invoice lines of the purchase invoice you receive from your customer.
- Invoice Based : Reimburse for costs claim lines are invoiced in sales invoicing, that results in a sales invoice, which you send to your supplier.
- Print Acknowledgement Required
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If this check box is selected, printing an acknowledgement is part of the procedure for customer claim using this service type.
- Print Acknowledgement Automatically
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If this check box is selected, the acknowledgement is printed automatically as a part of the approval / rejection step in the claim handling process.
Note: This field is applicable only if the Print Acknowledgement Required check box is selected.
- Customer Claims
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- Use Estimates
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If this check box is selected, customer claim using the Service Type can use estimates to pre-calculate the claims.
- Print RMA Required
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If this check box is selected, printing an RMA (Return Material Authorization) document is a part of the procedure.
- Print RMA Automatically
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If this check box is selected, the RMA (Return Material Authorization) document is printed automatically as a part of the approval step in the claim handling process.
Note: This field is applicable only if the Print RMA Required check box is selected. - Generate Supplier Claim Required
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If this check box is selected, a supplier claim must be generated as a part of the handling process of a customer claim with this service type.
- Wait for Supplier Claim Approval
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If this check box is selected, the supplier claim needs to be approved by the supplier before approving the customer claim. If the box is not checked the supplier claim can be generated after the customer claim has been approved.
- Early Settlement
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If this check box is selected, a credit note or delivery line with reimbursed materials is created immediately without waiting for the defective item to be received. This allows the claim line to be approved and settled in advance without waiting for the claimed part to be received from the customer.
Note: This field is applicable only if the Customer Claims check box is selected in the Implemented Software Components (tccom0500m000) session. - Approval Decision for Customer Claim Required
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If this check box is selected, you must specify an approval decision for the customer claim.
Note: This check box is displayed only if the Customer Claims check box is selected in the General Service Parameters (tsmdm0100m000) session - Picture Required for Customer Claim
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If this check box is selected, you must attach a picture of the item to the related customer claim line.
Note: This check box is displayed only if the Customer Claims check box is selected in the General Service Parameters (tsmdm0100m000) session - Description
- Approval Decision for Supplier Claim Required
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If this check box is selected, you must specify an approval decision for the supplier claim.
Note: This check box is displayed only if the Supplier Claims check box is selected in the General Service Parameters (tsmdm0100m000) session - Picture Required for Supplier Claim
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If this check box is selected, you must attach a picture of the item to the related supplier claim line.
Note: This check box is displayed only if the Supplier Claims check box is selected in the General Service Parameters (tsmdm0100m000) session
- Supplier Claims
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- Print Supplier Claim Required
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If this check box is selected, printing the supplier claim is a mandatory part of the supplier claim procedure.
- Print Supplier Claim Automatically
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If this check box is selected, the supplier claim document is printed automatically when submitting a supplier claim
Note: This field is applicable only if the Print Supplier Claim Required check box is selected. - Wait for RMA Document
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If this check box is selected, the shipment of the defective item must be processed only after the RMA (Return Material Authorization) document is received.
- Order Type Normal Delivery
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The order type. The order type determines which sessions are part of the order procedure and how and in which sequence this procedure is executed. LN defaults this value when purchase orders are generated.
Note: If these values are not specified, LN considers the order type and the order series defined in Purchase Control . - Description
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The description or name of the code.
- Order Type Direct Delivery
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The order type for direct delivery. The order type determines which sessions are part of the order procedure and how and in which sequence this procedure is executed. LN defaults this value when purchase orders are generated.
Note: If these values are not specified, LN considers the order type and the order series defined in Purchase Control . - Description
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The description or name of the code.
- Equipment Procurement Order
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- Order Type
- The code of the Equipment
Procurement Order Type. This value is used as the default order type for
the Equipment Procurement Order.Note:
- This field is displayed only if:
- The Equipment as a Service check box is selected, and the Services Procurement field is set to Active in the Implemented Software Components (tccom0100s000)session.
- The Equipment Procurement Orders check box is selected in the Services Procurement Order Parameters (tdpur0101m000) session.
- This field is applicable only if the Order Procedure field for the Service Type is set to Rental.
- This field is displayed only if:
- Use Receipts
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If this check box is selected, this value is used as a default for Item Receipt on a created Part Maintenance Line.
- Use Deliveries
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If this check box is selected, this value is used as a default for Item Delivery on a created Part Maintenance Line.
- Force Generic Warranty
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If this check box is selected, you must link Generic Warranty to the service type. LN overrules the existing serialized item warranty with the generic warranty defined in the Generic Warranties (tsctm5100m000) session.
- Generic Warranty
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The code of the generic warranty. LN defaults this value in the Service Order Activities (tssoc2110m000) session and the Maintenance Sales Order (tsmsc1100m100) session. The generic warranty must be valid.
Note:This field is mandatory if the Force Generic Warranty check box is selected.
The selected generic warranty must be active at the time of linking.
- Travel Planning Method
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The method that indicates whether the travel planning is based on service order header or service order activity line.
Allowed values
- Order Based
- Activity Based
- Not Applicable
- Problem / Solution Handling
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Indicate the action to be taken for problem / solution handling.
Allowed values
- Block
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The service type is blocked.
- Warning
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A warning message is displayed for the service type.
- Not Applicable
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Infor LN does not perform any action.
Note: This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session. - Generate Cost Lines from User Template
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The code of the service user template.
Note: When a new service order activity is created, the active cost lines specified for this template in the Service User Templates (tsmdm1660m000) session, are defaulted in the service order cost lines’ sessions, based on the Service Type specified in the Service Orders (tssoc2100m000) session. - Description
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The description or name of the code.
- Rental
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- Billing Schedule
- The code of the billing schedule used
for a rental agreement.Note:
- This field is displayed only if the Equipment as a Service check box is selected in the Implemented Software Components (tccom0100s000) session.
- This field is enabled only if the Order Procedure field is set to Rental .
- Description
- The description of the billing schedule.
- Automatic Billing
- If this check box is selected, automatic billing
functionality is enabled for the selected Billing Schedule.Note: This check box is enabled only if the Billing Schedule is specified.