
Menu | Data Used by SSM | Data Output by SSM | |
1. | Items/Sites | Item records, item/site records, locations, location statuses, product lines, product line accounts, price lists for RMAs and RTSs, master comments, units of measure, Regulatory Attributes features | Item service attributes |
2. | Addresses | Customers, suppliers, salespersons, trailer codes | End users (type of customer record), engineers (type of employee), customer open balance. |
3. | Inventory Control | Inventory balances | Inventory transactions: issues, transfers, unplanned receipts, unplanned issues, ORD-SO, ISS-SO, ORD‑PO, RCT-PO, ISS‑WO |
5. | Purchasing | None | RTSs are a type of purchase order |
7. | Sales Quotations/Orders/ Invoices | Source for contract quote and contract line items Installed base updates from Invoice Post and Print Installation calls from sales order shipments Sales Order Control settings (RMAs and material orders) Credit hold/removal for RMAs | Coverage for quoted item RMAs and MOs are a type of sales order. Call and contract invoices represent types of sales order invoices. Invoices for calls, contracts, and RMAs are printed and posted here. |
8. | Configured Products | Source for information in installed base Can be used in RMAs | Installed base records created from posting sales orders for configured products |
13. | Product Structures | Standard BOM as source for service BOM | Service BOMs |
14. | Routings/Work Centers | Standard work center (for labor rate) | Service work centers |
16. | Work Orders | CAR reports RMA release to work order | |
22. | Forecast/Master Plan | Forecast | Forecast consumption from RMA issue lines and expensed MOs |
23. | Material Requirements Plan | Gross requirements from RMAs, CAR, MOs | |
25. | General Ledger | Accounts, sub-accounts, cost centers, projects | GL transactions from call, RMA, and contract invoices, MO shipments between sites |
26. | Multiple Currency | Currencies, exchange rates, and rounding methods | |
27. | Accounts Receivable | Customers, ship-tos, end users | Amounts from call, RMA, and contract invoices; new end users and ship-tos |
28. | Accounts Payable | Suppliers | RTS payables |
29. | Tax Management | Tax setup data, Intrastat reporting codes | Tax transactions for reporting, Intrastat data for RMAs, RTSs, and material orders |
36. | System Administration | Default accounts, generalized codes, language codes, security, printer setup, batch processing, SSM Accounting Control settings | |