Authorizing Customer Order

This page helps you to authorize a customer order.

Select the “Authorize Customer Order” link under the “Customer Order” business component.

The “Authorize Customer Order” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following fields in the “Search Criteria” group box to search for a customer order. Data entry in the following fields is optional:

Customer Order #	The number of the customer order to be authorized or canceled (Alphanumeric, 40). You can enter the customer order number in full or specify it partially using the “*” character. The system retrieves all customer order numbers that are similar to the number entered here.
Amendment #	The amendment number of the customer order (Alphanumeric, 40). You can enter the amendment number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the amendment number entered here.
Order Date From	The starting date in the range of dates during which the customer order is created (Date Format). The system lists all the customer orders that have been raised later than this date. This date must be in the same format as displayed in the “Date Format” field.
Order Date To	The ending date in the range of dates during which the customer order is created (Date Format). The system lists all the customer orders that have been raised earlier than this date. This date must be in the same format as displayed in the “Date Format” field. Ensure that this date is later than or the same as the date entered in the “Order Date From” field.
Aircraft Reg. #	The aircraft registration number against which the customer order is created (Alphanumeric, 30). You can enter the aircraft registration number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the aircraft registration number entered here.
Part #	The part number against which the customer order is created (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the part number entered here.
Customer #	The code identifying the customer for whom the customer order is created (Alphanumeric, 18). You can enter the customer code in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the customer code entered here.
Customer Name	The name of the customer for which the customer order is created (Alphanumeric, 30). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the customer name entered here.
Order Applicability	Use the drop-down list box to select the order applicability. The system lists the following: Aircraft – to perform maintenance service on aircraft Engine – to perform maintenance service on engine Component – to perform maintenance service on component Others – to perform maintenance on Non-component items The system retrieves the customer orders based on the order applicability selected here
Priority	The Priority identifies the level of urgency with which an activity has to be executed. Use the drop-down list box to select any one of the options. Example, “High”, “Low”, “Normal” etc; The system retrieves the customer orders based on the priority selected here.

Click the “Search” pushbutton to display the search results.

The system displays the following fields in the “Search Results” multiline based on the filter criteria entered:

Customer Order #	The customer order to be authorized or canceled
Amendment #	The amendment number of the customer order
Order Date	The date on which the customer order was created
Order Applicability	The maintenance object for which the customer order is applicable, which could be “Aircraft”, “Component” or “Engine”.
Priority	The Priority identifies the level of urgency with which an activity must be executed. Example, “High”, “Low”, “Normal” etc;
Total Value	The total value of the customer order. The system calculates the total value based on the following formula: Total Value = Basic Value + Misc. Cost +Tax + Charges – Discount.
Aircraft Reg. #	The aircraft registration number against which the customer order was created
Part #	The part number against which the customer order was created
Serial #	The serial number for the component number against which the customer order was created
Customer #	The code of customer for which the customer order was created
Customer Name	The name of the customer
Order Description	The textual description of the customer order

Note: The system retrieves only the customer orders in the “Confirmed” status.

Check the box in the “Select” column of the multiline to select the customer order.

Click the “Authorize Customer Order” pushbutton to authorize the selected customer order.

On authorization, the system performs the following,

Sets the status of the customer order as “Authorized”.
Creates visit package, work scope or repair order if the “Automatic Creation of Visit Package”, “Automatic Creation of Work Scope” or “Automatic Creation of Repair Order” option is set as “On Authorize” in “Set Options” activity.

Creation of Visit package

When the customer order applicability is “Aircraft” a visit package is created. The visit package is numbered according to the numbering type option set in the “Set Options” activity. The work units and the sub-component details are updated for the visit package. The sub-components whose job type is identified as “Off-wing” are updated as “Component Replacement” jobs. The part and resource requirements for the work units are updated. In addition to these, the stock status and warehouse details are updated for the visit package from the “Customer” business component. The status of the visit package is set as “Fresh”.

Creation of Work Scope

A work scope is created for the sub-components associated with the customer order whose “Execution Facility” is marked as “Internal”. The work scope contains the details of all work units that must be carried out on the component. The work scope is numbered according to the numbering type option set in the “Set Options” activity. One work scope is created for each component along with the work units. The part and resource requirements for the work units in the work scope are updated. The stock status and warehouse details are updated for the work scope from the “Customer” business component. The status of the work scope is set as “Fresh”.

Creation of Repair Order

A repair order is created to send the component or engine for repair. The repair order is created for all components whose “Execution Facility” is marked as “External”. The repair order is numbered according to the numbering type option set in the “Set Options” activity. The work units and associated discrepancies are copied into the repair order. The expected delivery date is updated as shipping date for the repair order and the terms and conditions details are updated from the “Supplier” business component.

If “Automatic Creation Of Visit Package”, “Automatic Creation Of Work Scope” or “Automatic Creation Of Repair Order” is set as “OnAuthorize”, and if “Advance Payable” is selected as “Yes” with the “Action On Non-payment” option set as “Hold Order Processing” in the “Edit Terms and Conditions” page, the system checks whether the advance is paid in the “Customer Prepayment Invoice” business component.
If the “Spares Supplied By” field is set as “Customer”, the system updates:

the stock status for the parts specified in the “Edit Customer Part Master List” page in “Customer” business component, with the stock status specified in “Preferred Stock Status”, If the “Restriction Type” field is set as “Include” in the “Edit Customer Part Master List” page.
the parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.
the parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.

If “Spares Supplied By” field is set as “MRO & Customer”, the system updates:

the stock status for the parts specified in “Edit Parts Supplied by Customer” page, with the stock status specified in “Preferred stock status”, If the “Restriction type” field is set as “Include” in the “Customer” component.
the parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” component.
the parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status, for the “Restriction Type” set as “Exclude”.

The system updates status and quotation status of the customer order to “Processed’ and “Not Required”; does not create any execution document (Work scope, Visit package, Repair order or Component work order) for the customer order, if the following conditions are true,

The customer order does not comprise of any work unit
The "Approval of Customer Order” is set to Not Required or Required and the “Automatic Creation of Visit Package or Repair order or Component Work Order or Work Scope” is set to Not Required, On Confirm or On Authorize in the Set Options activity.

Click the “Cancel Customer Order” pushbutton to cancel the selected customer order.

The system changes the status to “Canceled”.

To proceed carry out the following:

Select the “View Customer Credit Information” link at the bottom of the page to view the currency and credit limit details of the customer associated with the customer order.