Usage Based - Serialized Items (tsspc1533m900)

Use this session to view the serialized items linked to the maintenance scenarios, that use the Reference Activity specified in header. Based on the header setting (the Suppress Serial Number check box), you can view the individual serial numbers or grouped by item code.

Note: 
  • You can view this session only as a satellite session in the Where Used Reference Activity/Master Routing in Preventive Maintenance (tsspc1633m000) session.
  • You can view this satellite session only if:
    • The Where Used Reference Activity/Master Routing in Preventive Maintenance (tsspc1633m000) session is accessed for reference activities.
    • The Use Item Counter Readings check box is selected in the General Service Parameters (tsmdm0100m000) session.
    • This session is selected in the Personalize Satellite Tabs settings, in the Where Used Reference Activity/Master Routing in Preventive Maintenance (tsspc1633m000) session.
  • To enable this session, you must set the Type of Scenario field to Usage Based Only or Time Based and Usage Based and select the Where Used in Serialized Items check box in the Usage Based group box, in the header.

Field Information

Process Identification

The process ID based on which the data is populated in this session.

Record Type

The Record Type that uses the selected reference activity or master routing.

Maintenance Scenario

The code of the maintenance scenario.

Description

The description or name of the code.

Second Description

The description or name of the code.

Creation Date

The date and time the maintenance scenario is created.

Created By

The name of the user who creates the maintenance scenario.

Last Modification Date

The date and time when the maintenance scenario is last modified.

Last Modified By

The name of the user who last modifies the maintenance scenario.

Last Rule Book Modification Date

The date and time when the rule is last modified for all the maintenance scenarios.

Status Time

The date on which the serialized item's status is set or changed.

Structure Type

The type of physical breakdown structure specified for the serialized item.

Allowed values

Physical

A physical item (such as material) in a configuration.

Structure

A large and/or complex installation in a configuration.

Note: 
  • This field is visible only if the Structure Type Usage check box is selected in the Configuration Management Parameters (tscfg0100m000) session.
  • LN defaults this value to Structure when the Item is not defined in the Items - Service (tsmdm2100m000) and the Items (tcibd0501m000) sessions.
Top Item

The item code of the highest-level serialized item in the physical-breakdown structure, to which this serialized item belongs.

Note: 
  • The top serialized item is displayed in this field after its status is set to Active.
  • Each time the physical breakdown is changed, the top serialized item is updated.
Top Serial Number

The serial number of the topmost serialized item in this item's physical breakdown.

Physical Top

Indicates if the item is a physical top item. LN selects this check box if the item is the parent of other physical items, but has no parents. The physical top can be different from the actual top, when the actual top is a structure.

Note: This field is visible only if the Structure Type Usage check box is selected in the Configuration Management Parameters (tscfg0100m000) session.
Location Address

The code of the address where the serialized item is located.

Location Information

An additional description of the location's address.

Technical Contact

The person at the customer's location who is responsible for technical correspondence regarding the serialized item.

Travel Distance

The distance that must be traveled from your service center to the location of the configurations of this serialized item.

Travel Time

The time taken to travel from your service center to the location of the configurations of the serialized item.

Last Rule Book Modification User

The name of the user who last modified the rule for all the maintenance scenarios.

Call-out Charge

The code of the call-out charge.

Note: This field is applicable only if the Owner is specified.
Call-out Charge Currency

The currency in which the Call-out Charge is expressed.

Note: This field is mandatory only if the Call-out Charge is not zero.
Service Area

The location of the serialized item.

Note: This field is applicable only if the Use Service Areas check box is selected in the General Service Parameters (tsmdm0100m000) session.
Distance Zone

A unique code (maximum 3 digits, alpha-numeric) identifying the distance zone.

Operations Department

The service department that usually carries out the activities on the serialized item.

Default value

If the serialized item is part of an Installation group, the default service department for the item is the one assigned to the Installation group in the Installation Groups (tsbsc1100m000) session.

Preferred Engineer Field Service

The service engineer preferred to perform the maintenance for the serialized item. LN defaults this value for the related service orders and service order activities.

Note: This field is applicable only if the Field Service check box is selected in the General Service Parameters (tsmdm0100m000) session.
Preferred Engineer Depot Repair

The service engineer preferred to perform the maintenance for the serialized item. LN defaults this value for the related work orders and work order activities.

Note: 

This field is applicable if:

  • The Depot Repair check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • The Use Assignments in Work Orders check box is selected in the Work Order Parameters (tswcs0100m000) session.
Subcontractor

The subcontractor ( buy-from business partner) is responsible for carrying out the subcontracted service and maintenance work for the serialized item if required.

Note: 
  • The subcontractor must be an active buy-from business partner.
  • If the serialized item is covered by a service contract, this field cannot not be modified.
  • If the serialized item is derived from a service item, the subcontractor is defaulted from that service item.
Ship-from Business Partner

The business partner who carries out the subcontracted service or maintenance work for the item. Typically used when the Subcontractor (buy-from BP) has several branches, the ship-from BP is the branch that carries out the subcontracting work.

Note: 
  • Ship-from BP can only be filled in if the subcontractor is filled in.
  • Ship-from BP must be related to the subcontractor (buy-from BP).
  • Ship-from BP must be active.
Ship-from Address

The address of the ship-from BP.

Last Rule Book Processing Date

The date and time when the rule book is last processed for all the serialized items, using the Assign Maintenance Scenario to Serialized Items (tscfg2200m000) session.

Note: 
  • This field is displayed only if the Use Rule Book for Maintenance Scenarios check box is selected in the Service Planning Parameters (tsspc0100m000) session.
  • The application populates the current date and time in this field if the Assign option is used to assign maintenance scenarios to the serialized items and in the Assign Maintenance Scenario to Serialized Items (tscfg2200m000)) session:
    • The Update Maintenance Scenario check box is selected.
    • The Selection Serialized Items field is set to All Serialized Items.
Blanket Agreement

The code of the blanket agreement

Note: 
  • This field can only be specified if the field is specified.
  • If the serialized item is derived from a service item, the blanket agreement is defaulted from that service item.

This field will be filled in by default and cannot be modified if the serialized item is:

  • Covered by a service contract.
  • Part of the physical breakdown of a serialized item covered by a service contract.
  • Part of an Installation group whose top serialized item is covered by a service contract.
Lot

The lot number of the new item in the physical-breakdown structure.

Repair Warranty Duration

The repair warranty duration on each of the specified serialized item.

Note: LN Service considers Repair Warranty Duration defined by the user for applying the repair warranty coverage

Repair Warranty Duration Unit

The unit used to specify the repair warranty duration.

Allowed values

Week
The duration of the usage registration is a week or a day.
Month
The duration of the usage registration is a month, week, or a day.
Quarter
Year
The duration of the usage registration is a year, month, week, or day.
Day
The duration of the usage registration is at least a day.
Actual Location Type

The actual location type.

Allowed values

Warehouse
Location
Repair Shop
In Transit
Loaned
Not Applicable
Configuration
Note: A serialized item can be present in many places based on the life cycle and state in service.
Actual Location

The actual location of the serialized item.

The actual location represents the entity of the actual location type. For the actual location types warehouse, location and repair shop, this field represents the code of the warehouse, location or repair shop. For other actual location types, the actual location is not applicable.

Last Updated Time

The date and time at which the records are most recently updated.

Territory

The unique ID of the territory.

Generate Planned Activities

If this check box is selected, planned activities are generated for the serialized item.

Note: This value is defaulted from the Items - Service (tsmdm2100m000) session.
Preventive Maintenance Scenario

The code of the preventive maintenance scenario.

Note: 
  • This field is enabled only if the Generate Planned Activities check box is selected and the Use Rule Book for Maintenance Scenarios check box is cleared in the Service Planning Parameters (tsspc0100m000) session.
  • This value is defaulted from the Items - Service (tsmdm2100m000) session. However, you can modify this.
  • If the Use Rule Book for Maintenance Scenarios check box is selected in the Service Planning Parameters (tsspc0100m000) session, this field is disabled and the value in this field is defaulted from the Rule Book for Maintenance Scenarios (tsspc1135m000) session.
  • When you create a new serialized item and select the Generate Planned Activities check box, this field is enabled and no value is specified. However, the application assigns the maintenance scenario to this serialized item using the Assign Maintenance Scenario to Serialized Items (tscfg2200m000) session, incase new rules are added to the rule book and this information is processed.
Last Rule Book Processing User

The name of the user who last processes the rule book for all the serialized items, using the Assign Maintenance Scenario to Serialized Items (tscfg2200m000) session.

Note: This field is displayed only if the Use Rule Book for Maintenance Scenarios check box is selected in the Service Planning Parameters (tsspc0100m000) session.
Maintenance Cycle

The time frequency for the repetition of the maintenance plan

Note: This value is defaulted from the Preventive Maintenance Scenarios (tsspc1130m000) session.
Maintenance Cycle Unit

The time unit in which the period for the maintenance cycle is expressed.

Note: 
  • This field is mandatory if the value in the Maintenance Cycle field is greater than 0.
  • This value is defaulted from the Unit for Year field in the Service Planning Parameters (tsspc0100m000) session.
  • This value is defaulted from the Preventive Maintenance Scenarios (tsspc1130m000) session.
Consider Last Planned Activity Date

If this check box is selected, the last planned activity date, generated for the pattern line, is considered to start the maintenance cycle start time.

Note: 

This check box setting in defaulted in the Preventive Maintenance Scenario Lines (tsspc1131m000) session if:

  • The Type field is set to Time Based or Time Based Pattern.
  • The Activity Pattern field is set to Relative.
Text

The text relevant to the preventive maintenance scenario lines.

Item

The item code of the serialized item.

In the details session you can:

  • Enter the code of an item defined in the Items - Service (tsmdm2100m000) session for the basis of your serialized item.
  • Enter an undefined code to create a new item (not defined in the Items - Service (tsmdm2100m000) session).
Note: 

You can leave this field empty if, in the Configuration Management Parameters (tscfg0100m000) session, the Empty Item Field Allowed check box is selected.

For batch repair work orders, you can only include the serialized items with status set to Defective.

The item must be of the type Serialized in the Inventory Planning module in Infor LN Common and Infor LN Service

Description

The description or name of the code.

Search Argument

The description or name of the code.

Serial Number

The serial number of the serialized item.

Note: 
  • If you create a serial number and, in the Items (tcibd0501m000) session, the Serialized check box is selected, the mask of the associated item group is used. Otherwise, the default mask set in the COM Parameters (tccom0000s000) session is used. The created number will not be shown in the Serialized Items (tcibd4501m000) session.
  • If the Dummy Serial Number check box on the Item Control tab of the details session is selected, you can change the serial number by means of the Replace Dummy Serial Number (tscfg2210m700) session.

Description

The description or name of the code.

Alternate Serial Number

If business partners use their own serial numbers as an alternative to the item's manufacturer's one, the business partner's alternative is given in this field.

Note: In the Configuration Management Parameters (tscfg0100m000) session, the Display by Alternate Serial Numbers check box determines how LN browses when zooming to serialized items.
Status

The status of the serialized item's physical breakdown.

Allowed values

Startup

The serialized item is in the startup stage.

Superseded

The serialized item of a PBS is superseded by a new item.

Active

The serialized item is active.

Revision

The serialized item is in the revision stage.

Defective

The serialized item is defective.

Working Condition

The serialized item is in working condition.

To be Recycled

The serialized item is ready to be recycled.

Removed

The serialized item is removed.

Not Applicable
Note: If the serialized item is a child item in a physical breakdown, its status cannot be set. Only the status of the top most serialized item can be set.
Note: If this check box is cleared, the Status of the serialized item is not displayed in the Serialized Items (tscfg2100m000) session. You can set the status for serialized items that are received back in the warehouse to Defective.

You can change the status of a range of Installation groups to Active with the Activate Installations (tscfg2210m500) session, which will set all serialized items in those Installation groups to Active.

If an item's status is:

  • Startup, it can only be changed to Active.
  • Active, it can only be changed to Revision.
  • Revision, it can only be changed to Active.
Note: 

The following status are added for reverse logistics:

  • Removed: For items with little or no value.
  • Defective: For items that can be repaired or refurbished
  • Working Condition: For items that are in working condition.
  • To be Recycled: For items that require special waste handling.
Note: The value in this field is set to Active, Startup and Revision if the Structure Type of the item is set to Structure.
Planned Until Time

The latest planned finish time of an existing planned activity for the serialized item.

Note: 
  • This field is always disabled.
  • The date of the Planned Until Time must fall within the effective period of this serialized item.
Search Argument

The search key of the serialized item.

Description

The description or name of the code.

Creation Time

The date and time when the serialized item data is created in LN.

Material

The material of which the serialized item is made.

Default value

The material specified for the item in the Items (tcibd0501m000) session. If the material is not specified, this field remains empty.

Note: You can change the material if required.
Size

The size of the serialized item.

Default value

The size specified for the item in the Items (tcibd0501m000) session. If the size is not specified, this field remains empty.

Note: You can change the size if required.
Standard

The standard that applies to the serialized item.

Default value

The standard specified for the item in the Items (tcibd0501m000) session. If the standard is not specified, this field remains empty.

Note: You can change the standard if required.
Weight

The weight of the serialized item.

Default value

The weight of the item specified in the Items (tcibd0501m000) session. If the weight is not specified, this field remains empty.

Note: You can change the weight if required.
Mobile

If this check box is selected, the serialized item is not fixed to a particular place, and can be moved. Example: a mobile crane.

Serialized Item Group

The serialized-item group that the serialized item can be classified into.

Note: If the Serialized Item Group Usage check box in the Configuration Management Parameters (tscfg0100m000) session is selected, this field must be filled.
Description

The description or name of the code.

Owner

The sold-to business partner who owns the serialized item.

Note: 
  • If you link the top serialized item in a physical breakdown to an Installation group, LN enters the sold-to business partner of the Installation group in this field and disables the field.
  • The serialized items that are related to the top serialized item have the same sold-to business partner.
  • If the Installation group that the top serialized item is linked to has its Department field filled (in the Installation Groups (tsbsc1100m000) dynamic session), this field will be empty and disabled. If you want to enable this field, clear the Department field in the Installation Groups (tsbsc1100m000) session.
Business Partner Status

Owner Address

The address (code) of the sold-to business partner.

City Description

The description or name of the code.

Owner Contact

The contact of the sold-to business partner.

Salutation

In Use-by Business Partner

The business partner who uses the installation group.

Note: 
  • This field is not applicable if the value in the Owner field is not specified.
  • The In Use-by Business Partner must perform the role of Sold-to, Ship-to, Pay-by and Invoice-to business partner, if the value in the Default Business Partner for Order field is set to In Use-by.
Title

In Use-by Business Partner Contact

The contact details of the In Use-by Business Partner.

In Use-by Business Partner Address

The address of the In Use-by Business Partner.

In Use-by Operator Contact

The code of the contact who is the operator of the serialized item. The contact operator is assigned to the serialized item and has the same location as the in-use by business partner.

In Use-by Primary Contact

The primary contact for In Use-by Business Partner. LN defaults this value in the sold-to contact field.

Allowed values

In Use-by Contact
Operator Contact
Dealer

The business partner who is the dealer for the serialized item.

Note: The dealer business partner must perform the role of the Ship-to, Pay-by and the Invoice-to business partner, if the value in the Default Business Partner for Order field is set to Dealer.
Dealer Address

The address of the dealer of the serialized item.

Note: This field is not applicable if the value in the dealer Business Partner field is not specified.
Dealer Contact

The contact details of the dealer of the serialized item.

Note: This field is not applicable if the value in the dealer Business Partner field is not specified.
Buy-from Business Partner

The buy-from business partner from whom the serialized item was purchased.

Business Partner Status

Buy-from Address

The address details of the business partner from whom the serialized item was purchased.

Note: This field is not applicable if the value in the Buy-From Business Partner field is not specified.
Buy-from Contact

The contact details of the business partner from whom the serialized item was purchased.

Note: This field is not applicable if the value in the Buy-From Business Partner field is not specified.
Type of Ownership

The ownership type for the serialized item.

Allowed values

External
Internal
Default Business Partner for Order

The default Business partner for the order.

Allowed values

Owner
In Use-by
Dealer
Supplier
Serialized Item Warranty Terms

If this check box is selected, warranty coverage is defined for the serialized item. If this check box is cleared, you can define Generic Warranty for the item.

Warranty

The warranty (if any) that applies to the serialized item.

Default value

The warranty that is linked to the service item.

Note: The Installation Time field must be entered.
Description

The description or name of the code.

Term ID

The term ID that is a unique value used in contracts/service contract quotations.

Supplier Warranty

The code of the Supplier Warranty template.

Supplier Warranty Term ID

The term ID that is a unique value used in Supplier Warranty.

Generic Warranty

The Generic Warranty defined for the serialized item.

Note: This field is applicable only if the Serialized Item Warranty Terms check box is not selected.
Description

The description or name of the code.

Installation Time

The date on which the serialized item is installed and in operation. If a warranty applies to the serialized item and the warranty type is Own, this date is used as the start date of the warranty.

Note: This date must be on or after the delivery date.
Priority

Indicates the priority of the serialized item. The priority can affect the response times in the Call Management module.

Note: Increasing the number decreases the priority.

Description

The description or name of the code.

Usage Class

The serialized item's usage class.

Note: If you generate a maintenance plan, LN only selects the maintenance concepts with the same usage class.
Description

The description or name of the code.

Calendar

The calendar that details the times when the serialized item is available for service or maintenance. LN uses the calendar when you release a service order.

Description

The description or name of the code.

Covered by Contract

Specifies whether the item is covered by a service contract.

Revision

The identification of any revisions of the serialized item.

Note: 

This field is enabled only if:

  • Engineering Revisions Active check box is selected in the General Service Parameters (tsmdm0100m000) session.
  • The item is revision controlled.
Sales Value

The sales price of the serialized item. This price is used to determine the price of a service contract, service-contract quotation or service-order quotation if the pricing method is Sales Value of Configuration.

Sales Value

The reference currency defined in the Companies (tcemm1170m000) session.

Delivery Time

The date that the serialized item is delivered by the buy-from business partner. If a warranty of type Supplier applies to the serialized item, this date is used as the starting date for the warranty

Project

The project from which the serialized item is derived.

When you copy project breakdown structures to a physical breakdown, the project code, as well as the original element or activity, is stored for each serialized item that is created.

Note: If you run the Copy Project Breakdown Structure (tscfg2210m200) session, the project is entered here. This can be used if the costs for service activities must be accounted to a project.
Project Element/Activity

The element or activity of the project from which the serialized item was derived (with the Copy Project Breakdown Structure (tscfg2210m200) session).

Originating Order Type

Originating Order

The type of order from which the serialized item is created.

Originating Order Line

The type of order line from which the serialized item is created.

Originating Detail Line

Specification A

Additional specification of the serialized item.

Specification B

Additional specification of the serialized item.

Manufacturer

The manufacturer of the serialized item.

Description

The description or name of the code.

Manufacturing Date

The production date of the serialized item.

Machine Type

For internal maintenance, you can define a machine as a serialized item.

Note: 
  • If the serialized item is owned by an external business partner, you cannot specify a machine. Machines can only be defined for internal ownership (empty sold-to BP property).
  • If Manufacturing is not implemented, this field is inactive.
  • The machine must be linked to the department. Refer to the Machines (tirou0102m000) session.
Installation Group

The Installation Group to which the top item is linked. This field is automatically filled:

Note: 

This field is automatically filled:

  • If you link the serialized item to an Installation group in the Installations ( Installations (tsbsc1110m000)) session.
  • If you link the serialized item to a physical breakdown of which the top serialized item is already linked to an Installation group.

If you link a serialized item (that has a physical breakdown) to an Installation group, LN links all the serialized items in the physical breakdown to the same Installation group.

Description

The description or name of the code.