tssoc domains

The coverage line is freely maintainable.

If you click Costed, you agree with the financial coverage as defined on the cost line and you set the cost line to this status. Initially, LN determines the coverage, but during the Free status, you can manually change the coverage. When the status is changed to Costed, the financial coverage is effected and the line is posted to Invoicing .

This value is changed by a function in Invoicing , when the transaction is posted to the General Ledger module in Financials .

Indicates that a part of the material required for the service order is issued.

Indicates all the material required for the service order is issued.

Indicates none of the material required for the service order is issued.

Used material is issued from the inventory when synchronizing the changes from Mobile Service with Infor LN.

Used material is issued from the inventory when the completion of the service order activity is reported in Mobile Service.

Used material is issued from the inventory when the visit is signed-off and finalized in Mobile Service.

Issuing material from the inventory is not triggered from Mobile Service, but is handled in Infor LN manually.

When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.

Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the appropriate menu in the Service Orders (tssoc2100m000) session.

The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose Complete on the appropriate menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.

The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost on the appropriate menu in the Service Orders (tssoc2100m000) session.

You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.

You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.

The status when you first define a service order.

When you first create a service order activity, its status is Free.

If you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the related service-order activities receive this status. If you add a new activity line to a Planned service order, you must restart the Service Order Resource Planning (tssoc2260m000) session for the service order to plan its new service-order activity.

Under this status the service engineer carries out the service order activity. When you release a service order, its activities receive this status. To release a service order activity (of status Planned), choose Release... on the specific menu in the Service Order Activities (tssoc2110m000) session.

The status of activities that have been carried out successfully. To change to this status for each individual activity line, choose Set Activity to Completed on the specific menu in the Service Order Activities (tssoc2110m000) session, or collectively for the entire service order, by choosing Complete on the specific menu in the Service Orders (tssoc2100m000) session. Activity lines of Completed status are removed from the planning system.

The status of financially approved service order activities. You can change to this status for an individual service order activity by choosing Set Activity to Costed on the specific menu in the Service Order Activities (tssoc2110m000) session, or collectively for all the service order's activities, by choosing Cost... on the specific menu in the Service Orders (tssoc2100m000) session.

You can close the service order and its related activity lines by means of the Close Service Orders (tssoc2201m000) session. The activity line status and the service-order status must both be Closed.

The service order and its related acitvities have been canceled. You can only cancel a service order activity line by canceling its related service order by means of the Cancel Service Order (tssoc2204m000) session.

The status when you first define a service order.

When you plan a service order by means of the Service Order Resource Planning (tssoc2260m000) session, the service order status changes from Free to Planned.

Under this status the service engineer carries out the service order. You can change the service order's status to Released when you plan the service order by means of the Service Order Resource Planning (tssoc2260m000) session, or when you choose Release on the specific menu in the Service Orders (tssoc2100m000) session.

The status of service orders that are successfully carried out. To change a service order's status from Released to Completed, choose Complete on the specific menu in the Service Orders (tssoc2100m000) session. The service order is then removed from the planning system.

The status of financially approved service orders. To change a service order's status to Costed (only possible if the status is Released or Completed), choose Cost... on the specific menu in the Service Orders (tssoc2100m000) session.

You can change a service order's status from Costed to Closed by means of the Close Service Orders (tssoc2201m000) session. Service orders with the status Closed cannot have their data changed.

You can cancel service orders of status Planned, or Released, by means of the Cancel Service Order (tssoc2204m000) session, but only if all the activities linked to the service orders have the status Planned or Released and have no actual costs booked.

(has mandatory labor rate)

Note

• You can enter up to six search path levels.
• After you define the search path levels and you save the parameter settings, LN checks the following:
  • A value can only occur once.
  • Intermediate fields cannot be empty.
• If always a labor rate is required, select Department in one of the six search path fields.

Example

A service organization normally uses the actual employee cost and sales rate for actual calculations. However, when a quote is made for a customer, the service organization wants to use the agreed rates in the quote for actual calculation. Then, the search path should be set like this:

1. Estimate
2. Service Employee
3. Service Employee
4. (empty)
5. (empty)
6. (empty)

The status when you create the service-order quotation. Details are freely maintainable. Only quotations with this status can be manually deleted (quotations of other statuses can only be removed using the Copy Service Order Quotes to History (tssoc1205m000) session).

The service-order quotation is printed and can be sent to the sold-to business partner for approval. A quotation's status is changed from Printed, when you print the service order using the Print Service Order Quote Documents (tssoc1400m000) session. In the details session, you can use the Approval... command on the appropriate menu to change this status to Accepted or Canceled, or choose to 'modify' by changing the status of a quotation back to Free.

The service-order quotation is accepted by the sold-to business partner. Only quotations with this status can be processed to a service order, using the Process to Service Orders (tssoc1200m000) session. In the details session, use the appropriate command on the appropriate menu to change the status to Canceled.

The service-order quotation has been processed to a service order (using the Process to Service Orders (tssoc1200m000) session). You can make no changes to the quotation, it can only be posted to history.

The service-order quotation is canceled by the sold-to business partner. The quotation can be posted to history. In the details session you can change the status to Accepted using the appropriate command on the appropriate menu.

LN checks if there are any existing service orders for the sold-to business partner specified for the service order.

LN checks if there are any existing service orders for the installation group specified for the service order.

LN checks if there are any existing service orders for the serialized item specified for the service order.

LN does not search for existing service orders.

The report is generated in the Mobile Service Application based on the Visit Report Template.

The report is generated in LN based on Standard Report used in LN.