Inv. Type/Cat.

Use the first drop-down list box to select the type of invoice necessary for the customer order. The drop-down list box displays the following: Regular Billing and Prepayment Billing.

Use the second drop-down list box to select the category of the invoice required for the customer order. The drop-down list box displays all the Active categories defined under the category type - "Invoice Category” in the Category component.

The search retrieves those orders with invoice type and category combination as that you select here. Do not select any invoice type and category to retrieve all orders regardless of the type and category.

Inv. Rel. Basis

Use the first drop-down list box to select the basis for release of the invoice for billing the customer order. The drop-down list box displays the following: Event Completion and Before Event Comp.

The search retrieves those orders with invoice release basis as that you specify here. Do not select any invoice release basis to retrieve all orders regardless of the invoice release basis.

Inv. Rel. Readiness

Use the first drop-down list box to indicate whether the customer order can be billed now. The drop-down list box displays the following: “Ready to Bill", "Not Ready to Bill" and "Pending Release".

By default, this field is set to “Ready to Bill".

The search retrieves those customer orders with invoice releases that are set as RTB? set as “Yes”, if you select the “Ready to Bill". All customer orders that have not been assigned invoice release numbers yet are retrieved, if you select "Pending Release" in the drop-down list box. All customer orders with invoice releases that are set as RTB? = “No” are retrieved, if you select "Pending Release". Do not select any value in the drop-down list box to retrieve all orders regardless of their invoice release readiness.

Order Based

Use the drop-down list box to select the source/reference of the order. The drop-down list displays the following: Contract #, Order #, Customer PO # and Event #.

Enter the identification number of the contract, order, customer purchase order or invoice event in the adjacent input field. You can enter the identification number in full or specify it partially using the “*” character. The search retrieves those orders that are associated with the contract, work order, customer purchase order or invoice event that you specify. However, if you do not specify a number in the input box, the search finds orders associated with all contracts, orders, customer purchase orders or events.

Sale Type

Use the drop-down list box to select the sale type of the order. The drop-down list box displays all entities defined for the entity type “Sale Type” in the Common Master component.

The search retrieves all orders of the sale type that you select in the drop-down list box. All orders regardless of the sale type are retrieved, if you do not specify any sale type. Do not select any sale type to retrieve orders of all sale types.

Maint. Object

Use the drop-down list box to select an attribute of the aircraft or part associated with the order. The drop-down list displays the following: Mfr. Lot #, Mfr. Part #, Part # / Lot #, Part #, Part # / Serial #, Serial # and, Aircraft Reg. #.

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Customer Based

Use the drop-down list box to select the customer attribute of the order. The drop-down list box displays the following: Customer # and Customer Name.

Enter the customer identification number or name in the adjacent input field, if you have selected Customer # or Customer Name in the drop-down list box. You can enter the name or number in full or specify it partially using the “*” character.

The system retrieves the order with the number or name that you specify.

Cust. Service Rep.

The customer service representative liaises with the customer for the customer order. You can enter the name in full or specify it partially using the “*” character. The search retrieves those orders liaised by the customer service representative that you specify. However, if you do not specify any representative, the search finds orders regardless of the customer service representative.

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Addl. Search

Use the first drop-down list box to select an additional attribute of the customer order. The drop-down list displays the following: BER, Order Applicability, Order Category, Part Applicability, Rel. Gen. Mode and User Status.

Work Center

Use the drop-down list box to select the attribute of the work center that executes the customer order. The drop-down list box displays the following: Primary WC #, Parent WC #, and WC Category.

Use the adjacent drop-down list box to select the work center or the category of the work center associated with the order.

Invoice Basis

Use the drop-down list box to select the basis of invoicing the customer order. The drop-down list box displays the following: Quote and Actuals.

The search retrieves orders whose invoice basis is the same as that you select here. Do not select any invoice basis to retrieve all orders regardless of the basis for computing the invoice amount.

Date From/To

Use the first drop-down list box to select the date type. The drop-down list box displays the following: Completion and Milestone.

Specify the start and end dates of work completion or milestone for the order in the second and third fields.

By default, To date is set to the current date and From date is set to a date 30 days prior to the current date.

The search retrieves those orders with work completion or milestone dates falling in the period between start and end dates that you specify here.

COA Exists?

Use the drop-down list box to indicate whether the COA for the customer order exists or not. The drop-down list box displays the following: Yes or No.

The search retrieves those customer orders with COA ? as that you select here.

CO Currency

Use the drop-down list box to select the payment currency of the customer order. The drop-down list box displays the base currency in addition to all other permissible currencies.

The search retrieves those customer orders with the currency as that you select here.

Age From/To

Use the drop-down list box to select Invoice or RTB age of the event related to the customer order.

Specify the minimum and maximum age in days in the second and third input boxes.

The system retrieves orders whose Invoice or RTB age is within the range of days that you specify here. Do not specify any age range to retrieve all orders regardless of the number of days elapsed since the invoice or RTB date.

Release Status

Use the drop-down list box to select the invoice release status of the customer order. The drop-own list box displays the following: Fresh, Released, Processed and Cancelled.

The search retrieves those orders with invoice releases in the status that you specify here. Do not select any status to retrieve all orders regardless of the status of their invoice releases.

Error Log

A message indicating the reason for the failure of processing of the invoice release associated with the customer order.

This message appears only if the system is unable to process the invoice release on the click of the “Process Invoice” pushbutton.

Invoice Rel. #

The identification number of the invoice release associated with the customer order.

Cust. Order #

The identification number of the customer order.

Sale Type

The sale type of the customer order.

Cust. PO #

The purchase associated with the customer order.

Event #

The event associated with the invoice, such as

Quote #

The quotation associated with the customer order.

Q. Status

The status of the quotation associated with the customer order.

RTB?

Indicates whether the invoice release is ready to be billed to the customer.

Note: It is mandatory that RTB? must be “Yes”, if you want to process the invoice for the event.

RTB Analysis

More details on why the invoice release has not yet become ready to bill, which means RTB ? is “No”.

This field displays text only on click of the “Evaluate Invoice Readiness” pushbutton, if the “RTB?“ for the invoice release is “No”.

Q. Basis

The basis of the quote for the invoice release, such as Firm or Estimates.

CO Currency

The payment currency of the customer order.

Qtd. Amt

The quote amount for the event customer order.

Actual Amt.

The actual amount expended on the customer order.

Invoiceable Amt.

The invoice amount for the customer order.

Total Cost

The total expenditure incurred on the execution of the customer order.

CO Rev. #

The revision of the customer order.

Q. Rev. #

The revision of the quotation for the customer order.

CO Date

The date of creation of the customer order.

Cust. #

The customer associated with the customer order.

COA Exists?

Indicates whether any tasks over and above those agreed upon in the customer order are required to service the part/aircraft.

RTB Last Run Rate

The RTB age of the invoice release for the preceding event.

Rev. Recog. Amt.

The revenue recognition amount for the customer order that is posted to the relevant account, if the pricing basis is “PBH”.

RTB Date

The date on which the invoice release becomes ready to bill to the customer.

RTB Age (Days)

The number of days from the RTB date to the customer invoice authorization date for the invoice release.

Work Comp. Date

The actual date of completion of work associated with the customer order

Inv. Age (Days)

The number of days from the work completion date or milestone date to the customer invoice authorization date.

Inv. Category

Use the drop-down list box to select the category of the invoice to be generated for the invoice release associated with the customer order. The drop-down list box displays all the Active categories defined under the category type - "Invoice Category" in the “Category” component.

Inv. Type

The type of the invoice generated for the customer order, such as Regular Billing and Prepayment Billing.

Inv. Date

The date of creation of the invoice.

The invoice date must be earlier than or the same as the current date.

By default, the invoice date is set to the current date.

Pay Term

The pay term for the invoice release of the customer order.

The pay term you specify must be Active and effective on the current date, as defined in the Pay Term component.

Inv. Comments

Any additional details of the invoice for the customer order.

Int. Comments

Any comments from the organization on the invoice release.

Release Status

The release status of invoice release, such as Fresh, Released, Processed and Cancelled.

Inv. Basis

The basis for generating the invoice, such as.

User Status

Use the drop-down list box to select the user status for the invoice release associated d with the customer order. The drop-down list box displays all the Active categories defined under the category type - "Initiate Invoice User Status" in the “Category” component.

Inv. #

The invoice generated by the finance department for the customer order.

Primary Work Center #

The work center that executes the work for the customer order.

WC Category

The category of the work center that executes the work for the customer order.

Part #

The part to be serviced through the customer order.

Mfr. Part #

The manufacturer part # of the part to be serviced through the customer order.

Mfr. #

The manufacturer # of the part to be serviced through the customer order.

Serial #

The serial # of the part to be serviced through the customer order.

Part Desc.

The description/short name of the part to be serviced through the customer order.

ATA #

The ATA chapter # of the part to be serviced through the customer order.

ATA Desc.

The description of the ATA chapter # of the part to be serviced through the customer order.

Repair Process Code

The repair process undertaken to service the part/aircraft.

Aircraft Reg. #

The aircraft to be serviced through the customer order.

CO Desc.

The description/short name of the customer order.

CO Priority

The priority assigned to the execution of the customer order.

Warranty Requested?

Indicates whether warranty cover exists for the customer order.

Warranty Res. Status

The warranty resolution status of the customer order, such as Partially Accepted, Rejected or Accepted.

Cust. Name

The customer associated with the customer order.

Customer Order #

The customer order for which you wish to generate a direct invoice.

The customer order you specify here must exist in “Approved” status.