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Customer order management hub

This hub enables you to review Customer requests, quotations and even orders corresponding to various lines of businesses.

Select the “Customer Order Management Hub” activity under the “Customer Order Management Hub” business component.

The “Customer Order Management Hub page appears.

SEARCH SECTION

Enter the following fields in the “Search" section:

View Option

Use the drop-down list box to specify the basis on which you wish to retrieve details in the multiline. The system lists the following options for selection only if the access to Document Type is available for the login user:

· Customer Requests

· Customer Order

By default the system leaves this field blank.

In the editable field alongside enter the Aircraft Reg.#, Part #, Model #, Cust. PO #. Request # or Order # pertaining to the view option selected. The system retrieves all the records (documents) irrespective of their status, that are associated with the Document type selected.

Select the “Get” pushbutton to retrieve details in the multiline based on the filter criteria (View option) specified. The system, using an elastic search query, retrieves all the requests/orders based on view option, irrespective of document status.

Note: The system retrieves details in the multiline based on the access given to the login user as set in the ‘User Preference Settings’.

Select the hyperlinked “New Document” to add a new document. The system displays a popup with “Create Customer Order” and “Create Cust. Request” links to launch the respective activities.
Select the icon to record and manage default and preference settings for the Customer Order Management Hub

ALERT/EXCEPTION TOGGLE BUTTONS

The hub displays a summary list categorized with Exception/Alert tiles and Status Tiles. Each document from the summary list can be selected to view the details.

On click of each document in the Summary list, you can view a detailed section providing further details of the document.

Hence, on selection of a Request # from the Summary list, the system displays details of the selected request in a new section with a header and a tab for Request details. On selection of an Order # from the Summary list, the system displays details of the selected order in a new section with a header and applicable tabs

Select the “Alert” toggle button to view and manage Customer Orders and Customer Requests documents that require immediate action.
Select the “Exception” toggle button to have a status wise breakup of the Customer Order and Customer Request documents.

Alert Toggle Button

Tile Section

This section enables you to track the different stages of a Customer Requests or Customer Orders for Repair/Exchange/Part Sale right from Order Confirmation up to sourcing and shipment. This section enables you to view orders categorized into multiple stages and also identify the actions required and track them to closure.

On click of each tile, the information of all applicable requests/orders will be displayed in a summary multiline along with next course of action.

Note: The system displays the tile sections based on the visibility options as set in the ‘User Preference Setting’ activity of the ‘Utilities’ business component for the login user.

Select the “Alert” toggle button to view and manage Customer Orders and Customer Requests documents that require immediate action

The following tiles are displayed:

1. Overdue Requests

The system retrieves the following:

· If ‘Request Type’ is Order - all the confirmed requests which are yet to be Processed into Order with Need date less than Current date

· if the request type is for Quote - all the confirmed requests which are yet to be Processed into Pre-quote with Need date less than Current date

2. Error Requests

· The system retrieves all requests which have ‘Request Processing’ status as 'Processed-Error' irrespective of Request For or Request Type

3. Unprocessed Orders

· The system retrieves all the Customer Orders for Exchange, which have Exchange Orders generated in ‘Draft’ status, without Pool or Demand warehouse identified.

4. Part Sourcing Delays –

· The system retrieves all the Customer Orders for exchanges that does not have any source issue document generated or the Source part Issue document is not yet confirmed.

5. Cores Overdue

· The system retrieves all Customer Orders for Exchange, for which core part is not received beyond number of days as per the settings in the “Set Sales Process Parameter” after source part is shipped.

· Note: Ensure that the process parameter “Enter Number of Days after which the core part will be considered as Overdue after Source part is shipped” in the “Set Sales Process Parameters” activity of the “Customer” business component

Enter the fields in the Summary Multiline.
Select the “Process Request” pushbutton to process the Customer Request into Customer Order.
Select the “Quick Link” hyperlink to navigate to various other relevant screens.

Exception Toggle Button

Select the “” toggle button to have a status wise breakup of the Customer Order and Customer Request documents.

1. Req. Pend. Confirmation

· The system retrieves all the requests for which request is either in 'Draft' or 'Fresh' status, irrespective of Request For/Type.

2. Un-processed Requests

· The system retrieves all the requests for which request is in 'Confirmed' status and ‘Req. Processing Status’ is 'Processed' but order is not yet generated and the Order Generation status is 'Not Generated' , irrespective of Request For or Request Type.

3. Request Pending Acknowledgements

· The system retrieves all the requests which have Ack. Requirement set as 'Required' in ‘Set Sales Process Parameter’ and the acknowledgement is not yet done, irrespective of Request For or Request Type.

4. Ordes Pend. Acknowledgement

The system retrieves all orders which have Ack. Requirement set as 'Required' against the Sale Type in evaluated Contract / Part Sale list in the “Define Process Entities” activity and the acknowledgement is not yet done.

· All the Customer Orders with the Acknowledgement Status 'Pending'

· All the Part Sale Orders with the Acknowledgement Status 'Pending'.

5. Ordes Pend. Confirmation

The system retrieves all Customer Orders that are in ‘Draft’ and “Fresh” status.

6. Orders Pend. Approval

The system retrieves details all the Customer Orders that are “Confirmed” and yet to be approved.

7. Exec. In-progress

The system retrieves all the Customer Orders for which execution document is generated and is in-progress status

8. Pending Part Sourcing

The system retrieves all Customer Orders with Exchange Orders for which issue document is yet to be confirmed or no issue document is created .

9. Pending Shipments

The system retrieves all Customer Orders against which shipment is still pending.

The completion of shipment against the customer order will be determined based on the parameters added under ‘Set Sales Process Parameters’ against Display parameters for: ’Customer Order Management Hub’

10. Pending Core Receipts

The system retrieves all Customer Orders for which source part is already shipped but core part is yet to be received.

Enter the fields in the Summary Multiline.
Select the “Process Request” pushbutton to process the Customer Request into Customer Order.
Select the “Update” pushbutton to update details of the Order (A new revision is generated for Customer order, when User status and PDD column is changed for a CO in approved status)
Select the “Confirm” pushbutton to confirm the Order / Request
Select the “Cancel” pushbutton to cancel the Order / Request
Select the “Approve” pushbutton to approve the Order
Select the “Return” pushbutton return the Order
Select the “Acknowledge” pushbutton to acknowledge the Request / Order
Select the “Reject” pushbutton to reject the Request
Select the “Quick Link” link to navigate to various other relevant screens.

Customer Request Summary Multiline Section:

The system displays the following fields in the multiline:

Overdue?	Indicates whether the customer request is beyond the need date, which could be ‘Yes’ or ‘No’.
Stage	The stage of the request which could be ‘Fresh’, ‘Confirmed’ or ‘Process Pending’.
Attach	Any upload that can be done against the request.
Chat	To chat via the Collaborate discussion tool which facilitates the exchange of notes associated with various stages of carrying out a job, right from receiving customer parts for repair / overhaul until the delivery of serviceable parts back to the customer.
Customer	The code identifying the customer who has raised the request.
Request #	The hyperlinked number identifying the customer request document. Click here to retrieve the details level information for customer requests.
Request Date	The date on which the customer request was made.
Req. for / Type	The reason of the customer Request which is can be either ‘Sale’, ’Exchange’ ‘Repair’ or Rental. The type of request could be Quotation/Order/Bid.
Priority	The priority for the customer request document. .
Object Info.	The part information / Aircraft Information.
Qty. /UOM	The quantity pertaining to the Object Info specified / The unit of measurement for the part.
Work Requested	Work Requested against the Customer Request Document
	The date on which the part is required by the customer.

Enter the following field:

Customer PO #

The purchase order placed by the customer in response to which the customer order is/was created, Data entry in this field is Mandatory for jobs other than aircraft jobs.

The system displays the following fields:

Req. Processing Info.	comments pertaining to the processing stage of the customer request on Automation of Customer Request.
Ack. Requirement	Indicates whether acknowledgment for the Customer Request is required or not, which could be ‘Yes” or “No”.

Ack. Remarks

Any additional comments on the request can be given in this field to Acknowledge the Request.

Rej. Remarks

Any additional information pertaining to the rejection of the Customer Request.

Data entry in this field is mandatory if you wish to reject the Request.

The system displays the following fields:

Processed Doc. Type	Indicates Customer Order / Part Sale Order depending on which document is generated during automation of Customer Requests
Processed Doc #	Indicates Customer Order# / Part Sale Order# \generated during automation of Customer Requests
Doc Status	The status of the request document which could be Draft, Fresh, Confirmed or Cancelled/Acknowledged/Rejected.

The system displays the following pushbuttons if search section is used to retrieve data in the Summary multiline.

Select the ‘Confirm’ pushbutton to confirm the Customer Request/Customer Order.

Note: The system updates the status of the Request/Order as ‘Confirmed”.

Select the “Cancel” pushbutton to cancel the Customer Request/Customer Order.

Note: The system updates the status of the Request/ Order as ‘Cancelled”.

Select the “Acknowledge” pushbutton to indicate to the customer that Customer Order has been generated against the Customer Request.

Note: On click of the ‘Acknowledge’ pushbutton, the system sends an acknowledgment to the customer and updates the status of the request as ‘Acknowledged’.

Select the “Reject” pushbutton to reject the request.
Select the “Process Request” pushbutton to manually process the Customer Request document into Customer Order through offline scheduler.

Note: The system displays only the ‘Process Request’ pushbutton if you retrieve data from clicking either the 'Error Requests' or 'Unprocessed Requests' tiles.

Select the “Quick Link” hyperlink to navigate to various other relevant screens.

Customer Order Summary Multiline Section:

The system displays the following fields:

On Hold?	Indicates whether the order is on hold, which could be any of the following: · 'Yes' – Indicates that the Order has any Holds as per Hold/Release information as on Current date/time. · 'No' – Indicates that there are no holds applied on Order as on Current date/time
Hold Code	The hold code for the order, which could be the Active hold codes with release responsibility set to “Commercials” as defined in the Common Master component.
Delay?	Indicates whether the Customer Orders is in Delay?, which could be any of the following: · Yes - If PDD of the Order is less than the Planned End date / Proj. Completion Date No - PDD is ahead of Planned End Date/Proj. Completion Date
Attachments	Any attachment upload that can be done against the Order.
Chat	To chat via the Collaborate discussion tool which facilitates the exchange of notes associated with various stages of carrying out a job, right from receiving customer parts for repair / overhaul until the delivery of serviceable parts back to the customer.
Order Type	Indicates whether Order is Customer Order/Part Sale Order
Customer	The customer that placed the customer order
Order #/Rev #	The identification number of the order / The revision number of the order. Click here to proceed further for Customer Orders.
Order Date	The date on which the order was created.
Order Status	The status of the order, which could be “Draft”, “Fresh”, "Confirmed”, “Approved” or “Processed”, “Closed”, “Short Closed”
Cust. Req. #	The system generated number identifying the customer request.
Request For	Indicates the need for which the customer request was made which could be any of the following: · Sales – Select this option if the customer request is for sale of part. · Rental – Select this option if the customer request is for rent of part. · Repair – Select this option if the customer request is for repair of a part/aircraft. · Advance Exchange – Select this option if the customer request is for exchange of part. By default the system displays “Sales” in this field.

Ø Enter the following field:

Priority	The system lists all the active Priority Codes defined in the “Manage Priority Codes” activity of the “Logistics Common Master” business component.
Prom. Del. Date	The date on which the part/aircraft must be delivered to the customer after due maintenance.

The system displays the following fields:

Object Info.	Part / Aircraft Info of that particular Customer Order
Qty./UOM	The quantities of the part for which the customer has registered the complaint. The unit of measurement for the part.

Enter the following field:

Cust. PO #

Customer Reference number for that Customer Order.

The system displays the following fields:

Work Info.	Work/Tasks that assigned to the Customer Order
Exec. Doc. Type	The type of the execution document associated with the customer work order, such as “Component Work Order”, “Aircraft Work Order”, “Engine Work Order”, root shop work order and its child work orders based on the AME #, repair order, exchange order
Exec. Doc. #	The number identifying the execution document.
Exec. Status	The status of the execution document
Proj. Compl. Date	Projected Completed Date of Execution Document for Customer Order

Ø Enter the following field:

User Status

The user status of the order.

The system displays the following fields:

Ref. Doc. Details	reference document for that Customer Order
Sale Type / Eff. Ref.	the sale type of the contract / the object for which the work scope is defined which could be Part, Aircraft or both.
Pricing Basis	the pricing basis for the task to be performed.
Exec. Facility	Indicates whether execution facility is internal/external
Work Center / Rep. Agency	The work center in which the customer order must be executed. The repair agency/shop that will undertake the maintenance work required by the customer order.

Note that the system displays only the ‘Confirm’ and ‘Cancel’ pushbuttons if the data in the Summary multiline is displayed from either the tile click 'Overdue Requests' or 'Req. Pend. Confirmation

Note: The system displays only the "Acknowledge" and "Reject" pushbuttons if the data in the Summary multiline is retrieved from either the tile click 'Overdue Acknowledgement' or 'Pend. Acknowledgement'

Note: The system displays only the "Process Request" pushbutton if data is retrieved from either the tile 'Error Requests' or 'Unprocessed Requests.

Ø Select the ‘Confirm’ pushbutton to confirm the Order and update the status to ‘Confirmed’.

Ø Select the ‘Cancel’ pushbutton to cancel the Order and update the status to ‘Cancelled’

Ø Select the “Acknowledge” pushbutton to send the acknowledgment to the customer and update the acknowledgment status for the Customer Order.

Note: On 'Acknowledgement' of a customer order, an automatic mail alert is sent to the email ID of the contact person of the customer as available in the customer order

Ø Select the “Reject” pushbutton to reject and send a rejection notification to the customer

Note: Ensure that Rejection Remarks are entered.

Ø Click the Quick Link to navigate to various screens given below

Create Sale Order

Create Rental Order

Create Service Order

Generate Pre-Quote

Create Customer Record

Generate New Part Request

Review Cust. Part Sale List

Review Sale Contract

Customer Order Management Hub (CR multiline) - Request Details page

Request Details page

Ø Click the hyperlinked Request # in the multiline

The ‘Request Details’ screen appears

The system displays the following field:

Details of

The name of the selected document.

Ø Select the ‘Back to List’ pushbutton to go back to the previous page.

The system displays the following fields:

Customer	The name of the customer who has made the request.
Request For	Indicates the need for which the customer request was made, which could be, sales, repair or exchange.
Req. Date	The date on which the customer request was made.
Priority	Priority mentioned in that Customer Request Document
Processing Stage	Indicates the stage of processing of the Customer Requests, which could be any of the following: · Pending - Requests which are Confirmed but are yet to be picked up for validation / processing · Under Processing –Requests which are in ‘Confirmed’ status, picked up for validation / processing, but are not processed any further due to an error. · Processed – Indicates the requests which have order document generated as per Request Type · Processed-Error – Indicates the request has been processed but resulted in error due any of below mentioned reasons (Invalid Part #, Invalid Customer #, No contract exists, Multiple Contract exists
Doc. Status	The status of the request document which could be Draft, Fresh, Confirmed or Cancelled or Acknowledge

REQUEST DETAILS TAB

Ø Click the ‘+” to expand the ‘Request Additional Details’ section.

The system displays the following fields in the “Request Additional Details” section:

Ship To Address

Ship to addresses defined for the customer in the Customer Request.

Use the drop down list box to select the address to which the part must be shipped after due maintenance. Mandatory. The drop down list box displays all the ‘Address ID’s defined for the customer.

Bill To Address

bill to addresses defined for the customer in the Customer Request

Ø Enter the following details in the “Request Additional Details” section.

Category	Use the drop-down list box to specify the category of the customer request. The system lists all active 'Category Codes' with Entity as 'Common' and 'Category Type’ as Category' in ‘Maintain Category Codes’ in ‘Category’ business component.
Need Date	The date on which the part is required by the customer.
User Status	Use the drop-down list box to specify the user status against the request. The system lists all active 'Category Codes' with Entity as 'Common' and 'Category Type as ‘User Status' in the ‘Maintain Category Codes’ activity of the ‘Category’ business component.
Request Purpose	Use the drop-down list box to specify the purpose for which the request is being generated _______. The system lists all active 'Category Codes' with Entity as 'Common' and 'Category Type’ as ‘Request Purpose' in the ‘Maintain Category Codes’ activity under the ‘Category’ business component.
SLA Category	Use the drop-down list box to specify the category of SLA based on which the TAT against the request for various events will be calculated. The system lists all active 'Category Codes' with Entity as 'Common' and 'Category Type as ‘Request SLA Category' in the ‘Maintain Category Codes’ activity under the “Category’ business component.
Request Source	Use the drop-down list box to specify the source from which the request for the part has been raised. The system lists all the active 'Category Codes' with Entity as 'Common' and 'Category Type as Source Doc. Type' in Maintain Category Codes in “Category’ business component.

The system displays the following fields in the “Request Additional Details” section:

Customer Ref. #

Ø Select the “Object Info.” tab to view the part or A/c details of Customer Request_____________

Ø Select the “Work Requested Info.” tab to view the work requested details of the customer request.

Ø Select the “Save” pushbutton to save the details of Customer Request.

Ø Select the “Process Request” pushbutton to manually process the Customer Request document into Customer Order through offline scheduler.

Ø Select the “Acknowledge” pushbutton to acknowledge the Customer Request.

Ø Select the “Reject” pushbutton to reject the Customer Request

Ø Select the ‘Confirm’ pushbutton to confirm the Customer Request.

Ø Select the ‘Cancel’ pushbutton to cancel the Customer Request.

Ø Select the “Quick Link” hyperlink to navigate to various other relevant screens.

Object Info tab

By default the system displays the Part Info. Multiline under the Object Info tab

Part Information multiline

Ø Enter the following field in the “Part Info.” multiline:

Part #

The number identifying the part that is requested by the Customer.

The system displays the following fields in the “Part Info.” multiline:

Part Description

The short name/description of the part.

Ø Enter the following field in the “Part Info.” multiline:

Mfr. #	The Manufacturer code corresponding to the part #.
Mfr. Part #	The manufacturer part number corresponding to the Part #.
Req. For A/C Reg. #	The number identifying the aircraft for which the part was required for maintenance.
Rmv. From A/C Reg. #	The number identifying the aircraft from which the part was removed for maintenance.
Rem. Station	The location from where the part was removed for repair.
Qty.	The quantity of the part that is requested by the Customer.
UOM	The unit of measurement for the part. Help facility available
Condition	Use the drop-down list box to select the condition of the part requested. The system lists the following values: · New Surplus · Overhauled · Phased Out · Servicable · Unservicable
Allow Alt.?	Use the drop-down list box to specify whether delivery of alternate part is allowed. You can select from the options “Yes” or “No”.
Need Date	The date on which the part is required by the customer.
Removal Reason	Additional comments pertaining to the removal of the part.
Home based stk cons.?	Use the drop-down list box to specify whether part requested is to replenish a forward consumption request. You can select from the options ‘Yes’ or ‘No”

The system displays the following fields in the “Part Info.” multiline:

Source Part Info.	Use the data hyperlink to launch a screen linked to Source Part Info
Ref. Doc. Type	The type of the reference document for the order, such as purchase request, purchase order, AME Ref. #, shop work order and repair order.

Ø Enter the following field in the “Part Info.” multiline:

Ref. Doc. #	The reference document for the customer request (i.e Sale Contract / Part Sale List).
Eff. Ref.	Part effectivity/Aircraft effectivity for that line

The system displays the following fields in the “Part Info.” multiline:

Sale Type	The sale type of the contract associated to the customer.
Processing Remarks	Any notes pertaining to the processing of the request – any error indicating the reason why the request is processed or any information to facilitate the further processing of request

Ø Enter the following field in the “Part Info.” multiline:

Ack. Remarks	Any additional remarks given by user while acknowledging the request
Rejection Remarks	Mandatory remarks given by user on rejecting the request
Ship to Address ID	Use the drop-down list box to select the address to which the part after due maintenance must be shipped. The drop-down list box displays “Adhoc” as well as all ship to addresses defined for the customer in the Customer component.
Qt. Remarks	Any comment pertaining to the quotation.
Cert. Type	Use the drop-down list box to specify the Certificate Type that the Customer expects the requested part to comply with. The system lists all the active Certificate Types as defined in the Manage Certificate Type activity of the “Logistics Common Master” business component.

The system displays the following fields in the “Part Info.” multiline:

Delivery Instructions	Instructions associated with the delivery of the part.
Spec Restrictions	Any specifications/restrictions on the Part that is requested by the customer, as conveyed.

Work Requested Info tab

Ø Select the “Work Requested Info.” tab.

Work requested information of Exchange and Repair request

Ø Enter the following details in the “Work Requested Info..” multiline:

Part Ref.	Use the drop-down list box to specify the part# reference line for which the work requested info. Is being recorded. The system lists all the values from the 'Part Info' button bar section.
Work Enumeration	The description of the work scope of the customer order.
Task #	The task to be executed for the customer order. Help facility available
Repair Process Code	Use the drop-down list box to select the repair process to be executed for the customer order. Data entry is Mandatory in this field if “Parts” is selected as the “Order Capability”. The drop-down list box displays all the “Active” repair process codes defined in Logistics Common Master component.
Request Remarks	Remarks provided against the Customer Requests

The system displays the following fields:

View Docs

Documents attached against the requests can be viewed

Customer Order Management Hub (CO multiline)-page

The system displays the following field:

Details of

The name of the selected document.

Ø Select the ‘Back to List’ pushbutton to go back to the previous page.

The system displays the following fields:

Customer	The name of the customer who has made the request.
Job Type	The job type of the customer order.
Customer PO #	The purchase order placed by the customer in response to which the customer order is/was created, Data entry in this field is Mandatory for jobs other than aircraft jobs.
Priority	Use the drop-down list box to select the priority for the customer for receiving the quotation. The system lists all the active Priority Codes defined in the “Manage Priority Codes” activity of the “Logistics Common Master” business component.
Order Date	The date on which the customer order is generated.
Doc. Status	The status of the order document which could be Draft, Fresh, Confirmed or Cancelled, Approved, Closed or Short Closed

The system displays the following card:

Exchange: This card will be displayed only for Customer Order for Exchange

The system displays the following information in the Exchange tile:

Type	Whether Exchange type is Advance Exchange with Repair / Regular Exchange
Source Unit	Displays the stage of source part in Exchange
Core Unit	Displays the stage of core part in Exchange

Work Execution: This Card will be displayed for all the Customer Order for Exchange and Repair

The system displays the following information in the Work Execution tile:

Facility	Displays the execution facility whether it is internal or external
Status	Displays the stage of that execution document
Estimation	Status of Estimates against that Customer order

TAT Info: This card will be displayed only when TAT details for Customer Order are available

The system displays the following information in the TAT Info tile:

PDD

Proj. End Date

Promised Delivery Date for that Customer Order

Projected End Date for Execution document in Customer Order

Commercial Info: This card displays the quote and Invoice Details for Customer Order

The system displays the following information in the Commercial info tile:

Quotes	Quote Value and Currency with status of the quote
Invoiced	Invoice value that is billed against that Customer order

Ø Select the “Request Details” tab to view and record the all necessary details of Request Document.

Ø Select the “Order Details” tab to view and record all necessary details of Customer Order which includes Primary Details and Work Execution Info.

Ø Select the “Order Terms” tab to view and record all Shipping, Billing and Warranty Terms related to Customer Order.

Ø Select the “Order Ref. Info” tab to view all linked reference document (SWO, AME, EO etc) in Customer Order.

Ø Click the “Acknowledge” pushbutton to acknowledge the Customer Order.

Ø Click the “Close/Short Close” pushbutton to close/short close the Customer order Document.

ORDER DETAILS TAB

Ø Select the ‘+’ symbol to expand the “Order Additional Details” section:

The system displays the following fields in the “Order Additional Details” section:

Order Date

The date on which the customer order is generated

Ø Enter the following fields in the “Order Additional Details” section:

Order Stage	Use the drop-down list box to stage of the customer order. The system lists the following options: · Planning · Firm By default the system leaves this field blank.
Customer PO #	The purchase order placed by the customer in response to which the customer order is/was created, Data entry in this field is Mandatory for jobs other than aircraft jobs.
Source Doc. Type/Source Doc. #	Source Document for that Customer Order, might be either a quote or a customer request and Source Doc # represents the document # of corresponding Source Document
Order Currency	Use the drop-down list box to select the currency of payment for the customer order. The drop-down list box displays all permissible foreign currencies in addition to the base currency, if the contract type of the order is “General”. However, the currency defined in the contract and the customer currency is available in this field, if the contract type is “Customer Specific”.
Station	The station associated with the work center that will execute the order. Data entry in this field is mandatory if Parts” is specified as the Order Applicability. Help facility available
Exec. Facility	Use the drop-down list box to execution facility where work order/task will be executed. · Internal
Primary Work Center/ Repair Agency	The work center in which the customer order must be executed. . External The repair agency/shop that will undertake the maintenance work required by the customer order Help facility available

The system displays the following fields in the “Order Exchange Info.” section:

Exchange Type	Use the drop-down list box to select the type of the part exchange. The drop-down list box displays the following: Exchange with Repair.
Reason for Exchange	Use the drop-down list box to select the reason for the part exchange. The drop-down list box displays all the reasons for exchange defined in the Logistics Common Masters component.
Initiated As	Use the drop-down list box to specify the basis on which exchange is initiated. The system lists the following options: · Regular · Advance Exchange By default the system leaves this field blank.
Exch. Part Identification	Use the drop-down list box to indicate whether the customer order involves exchange of a specific Part or any Part. The drop-down list box displays the following: · Any Part · Specific Part By default the system leaves this field blank.
Basis of Pegging	Use the drop-down list box to indicate how the customer order for the exchanged part must be tagged for identification with the customer goods receipt. The drop-down list box displays the following: Cust. PO # Match and "Part # Match".Cust. PO # match · Part # match By default the system leaves this field blank.

Object Info tab

Ø Select the “Object Info.” tab section

Ø Enter the following fields in the “Contact Info.” section:

Sale Contract

The contract # and revision # applicable for the customer order, Mandatory. The contract you specify must be effective as on the date of the order.

For an exchange order-related contract, you may specify a General or a Specific contract as allowed for the customer in the Customer component. If the exchange order is for Regular exchange of the part, the parameter “Top Assembly Regular Exchanges” “Allowed on Approval”. Similarly, the parameter “Top Assembly Advance Exchanges” attribute of part handling of the contract must be set to “Allowed” or “Allowed on Approval” for advanced exchange orders.

Impact of new contract on the customer order: Based on the new contract/revision/object effectivity code, the system automatically updates the attributes of the customer order on confirmation/automatic approval. The work execution attributes including COA exists, current pricing basis, execution facility, primary work center and repair agency are reset for the customer order based on the new contract. However, execution facility, primary work center and repair agency remain unchanged, if execution documents exist for a customer order. Note: You cannot change the contract/revision, if the customer order is in “Confirmed” status.

Help facility available

Obj. Effectivity Code

Use the drop-down list box to select the object effective code applicable for the customer order. The drop-down list box displays all the object effectivity codes defined in the related contract:

· For parts, if the order applicability of the customer order is “Parts”.

· For aircraft, if the order applicability of the customer order is “Aircraft”.