Customer Order Management Hub

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.

Quick Search Section

This section enables you to perform a quick context search to retrieve details of either Customer Requests or Customer Order s based on an elastic search with values like Customer, Order #, Request # , Object , Job Type.

Smart Fills along with Elastic search is available for the 'View Option' in global search criteria for both 'Customer Request', Customer Order' View options.. Based on the given input, the system suggests the list of Requests / Orders.

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 “Tile View” button to view the toggle section and the tiles section (tiles).
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

Quick Search for Customer Request

Select the hyperliked request number in the ‘Request #’ column in the ‘Request Summary’ mulitline to the system retrieves details below the multiline.
Click the ‘Confirm’ pushbutton to confirm the request.
Click the ‘Cancel’ pushbutton to cancel the request.
Click the ‘Process’ Request pushbutton to process the Customer Request to Customer Order.
Click the ‘Acknowledge’ pushbutton to acknowledge the Request.
Click the ‘Reject’ pushbutton to reject the Request.

Quick Search for Customer Order

Select the hyperlinked order number in the ‘Order # / Rev. #’ column in the ‘Order Summary’ multiline as per the View Option selected to view order details. The system retrieves details below the multiline.
Click the ‘Update Order’ pushbutton to update details of the order.
Click the ‘Confirm’ pushbutton to confirm the order.
Click the ‘Cancel’ pushbutton to cancel the order.
Click the ‘Acknowledge’ pushbutton to acknowledge the Order.
Click the ‘Approve’ pushbutton to approve the order.
Click the ‘Return’ pushbutton to reject the order.

Traversing through Tile Structure

Alert / Status / Search 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.

Select the “Search” toggle button to use search filters for retrieving data in the multiline.

Note that the system defaults the Advanced Search toggle If the parameter " Category to be defaulted" is set as 'Advanced Search', in the Manage Screen Defaults and Preferences” activity of the “User Preferences” business component

Alert Toggle Button

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.

Tile Section

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. Requests Amend. Pend. Processing

The system retrieves latest revisions of customer requests in the ‘Confirmed’ status for which the customer orders have already been generated. You can accept or reject amendments in the revised versions. You can make changes and then accept the amendments.

Note: The “Request Amend. Pending Processing” tile will appear under the ‘Exception Tile' bucket only if the parameter “Show Request Amend. Pending Processing” is set as 1 for ‘Yes’ in the Manage Screen Default and Preferences activity under the User Preferences business component of the Stock Management business process. Alternately, this tile will be unavailable, if “Show Request Amend. Pending Processing” is set as 0 for ‘No’..

4. 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.

5. 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.

6. 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

7. Request Amend. Pending Processing

Note that the system displays the ‘Request Amend Pending Processing’ tile only if the parameter ‘Show Request Amendments Pending Processing’ in the ‘User Preference’ screen is set as “Yes”

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.

Status 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.

Note that all the requests of type Bid that are in Fresh status will also be displayed here.

2. Requests Under Processing

· The system retrieves all the requests in the summary multiline for which the status of the Request is 'Confirmed' and the Request Processing status is 'Under Processing', irrespective of Request For or Request Type

3. Un-processed Requests

· The system retrieves all the requests including Bid type of 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.

4. 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.

5. Request under processesing:

· The system retrieves the requests in the summary ML for which request status is in 'Confirmed' status and Req. processing status is 'Under Processing', irrespective of Request for/Type.

6. 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'.

7. Orders Pending LC

The system retrieves all the Customer Orders against which LC. Appl. ? Is set as 'Yes' and 'LC #' is not available /generated.

Note that the system displays this tile based on the parameter ‘Show Orders Pending LC’ in the ‘Manage Screen Defaults & Preference’ activity under the ‘User Preference” business component.

8. Ordes Pend. Confirmation

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

9. Orders Pend. Approval

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

10. Exec. In-progress

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

11. 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 .

12. 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’

13. Pending Core Receipts

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

Status Toggle Button

Select the “Search” toggle button to perform search.
Enter the following fields in the “Search Criteria” group box:

View Option	Use the drop-down list box to 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 - Select this option if you wish to retrieve details of customer requests in the summary multiline Customer Order - Select this option if you wish to retrieve details of customer order in the summary multiline
Date From/To	Use the drop-down list box to specify the From and To dates within which you wish to retrieve details in the multiline. The system lists values as follows” Document Date Need Date Note that the system considers the value mentioned against the parameter 'Specify the period based on which the Date from should be defaulted in Advanced Search' in the Set Sales Process Parameter” activity to derive the From Date'. By default the system displays the ‘Document Date’ in this field
Doc. Status	Use the drop-down list box to select the status of the document you wish to search. The system lists the values as follows:
Priority	Use the drop-down list box to specify the priority The system lists all the active priority codes as defined in the 'Manage Priority Codes' screen in 'Logistics Common Master' business component under 'Procurement Management'

Click the 'Search' pushbutton to retreive the search results
Click the 'More Options' link to use additional search options.
Enter the fields in the Summary Multiline.
Select the “Process Request” pushbutton to process the Customer Request into Customer Order.

Note: The system allows requests of type ‘Bid’ to be processied individuallym one at a time only.

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.

Note: The system displays only those buttons that are applicable for the selected tile.

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
Need Date & Time	The date / time in 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.
Amend. Remarks	Any additional information pertaining to the amendment of the Customer Request.
Processing Status	The processing status of the customer order.
Process Exception	The exception process for the customer order.
Ack. Requirement	Indicates whether acknowledgment for the Customer Request is required or not, which could be ‘Yes” or “No”. The system does not display this field on selection of the Request Pending Acknowledgment' tile.

Enter the following fields:

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.
Processing Remarks	Remarks pertaining to processing of the Request, which could be any of the following: Request Processed - Order generated - the Request Document is confirmed and processed into an order Error as in the Request Details Part multiline - Request Document is processed to error Blank –Request Document is not yet confirmed. Note that the system leaves this field blank if Request Docment is yet to be confirmed

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. The system displays details of the selected order document below the “Order Summary’ multiline. Click here to know more.
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”
Ack. Requirement	Indicates whether acknowledgment for the Customer Order is required, which could be any of the following: Required – Indicates that the generated Customer Order has acknowledgement set as 'Required' against the Service Sale Type, but Customer Order is not yet acknowledged Not Required - Indicates that the generated Customer Order has acknowledgement set as 'Not Required' against the Service Sale Type Acknowledged - When the Customer Order is acknowledged irrespective of acknowledgement is set as required or not required

Enter the following fields:

Ack. Remarks

Any additional information pertaining to the acknowledgement of the Customer Order.

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

View Attachments

Click the hyperlink to view documents that are attached against the particular Customer Request

The system displays the following fields:

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.

Enter the following fields:

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:

MR Target Date

Sys. Start Reference Date + Standard Duration. The System displays the values against Customer Orders for ‘Advance Exchange’.

Note: The system calculates the MR Target Date based on the definition of SLA rules for Terms for Sourcing and Transaction Type in the ‘Manage SLA/Core return rules’ activity in the “Customer’ business component.

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

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.

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

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

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

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

Note: Ensure that Rejection Remarks are entered.

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

Demand Management Hub

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

Request Details page

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

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

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. #

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

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

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

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

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

Select the “Reject” pushbutton to reject the Customer Request

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

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

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

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.

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.

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

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.
Ack./Rej. Remarks	Any additional remarks given by user while acknowledging or rejecting the request

Work Requested Info. tab

Select the “Work Requested Info.” tab.

Work requested information of Exchange and Repair request

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. The system displays this field only if aircraft is applicable for which the Customer Request Type is other than ‘Bid’ and Request For is other than ‘Repair’.
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)

The system displays the following field:

Details of

The name of the selected document , with the combo loading the revisions of the selected document. Latest revision will be defaulted in the combo.

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:

This section is a quick summary on the Order status, Turnaround time and commercial information is provided upfront as highlighted 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

LC Status

Indicates the status of the Letter of Credit which can be any of the following:

LC Pending: Indicates that the LC Appl.? Is set as 'Yes' against the Customer Order but LC # is not yet created / available.
LC Available: Indicates that the LC Appl.? is set as 'Yes' against the Customer Order and LC # is available.

The system leaves this field blank if LC Appl. ? is set as 'No or is left “Blank' in the customer order.

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

Note: The system displays Request Details tab in the screen (Refer Fig 4.10) along with the other tabs only if the Customer Order has Request document.

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

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

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

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

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

Note: The system displays only those buttons that are applicable for the selected tile.

Order Detailis tab

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

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

Select the “Object Info.” tab section

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”.

The system displays the following fields in the “Contact Info” section:

Sale Type	The sale type for the customer order.
Pricing Basis	The pricing basis for the customer order.

Part Info. multiline (Object info. tab)

Enter the following fields in the ‘Part Info.” multiline under the Object. Info section

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

Part #

The part to be serviced as per the customer order.

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

Part Description

The short name/description of the part.

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 #.
Stock Status	Use the drop-down list box to select the stock status of the part. The system lists all the active stock statuses for which the attribute “Ownership-Customer” is set as “Yes” in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component.
Part Serial	The serial number for the part.
Part MSN	The manufacturer serial number of the part.
Mfr. Lot	The manufacturer lot number of the part.
Qty.	The quantity of the part required for the execution of the customer order.
UOM	The unit of measurement.
Expected Receipt Date	The tentative date on which the organization receives the part for maintenance.
Removed from A/C Reg. No	The number identifying the aircraft from which the part was removed for maintenance. Help facility enabled.
Removed from A/C MSN	The manufacturer serial number of the aircraft from which the part was removed for maintenance. Help facility enabled.
Mfr. Part # (Rmv.)	The number identifying the parent part from which the part was removed for maintenance. Help facility enabled
Mfr. # (Rmv. Part)	The number identifying the manufacturer number of the removed part. Help facility enabled.
Rem. From Serial #	The serial number of the parent part from which the part was removed for maintenance. Help facility enabled.
Source Part Info	Use the data hyperlink to launch a screen linked to Source Part Info.
Removal Date and Time	The date and time of removal of the part. Help facility enabled.
Removal Reason	The cause of removal of the part from the parent part.
Rem. Station	Name of the station where the part is removed from A/c Help facility enabled.
MOD Instructions	Any instructions pertinent to the modification of the part.
Cust. Main References	Any guidelines from the customer on the maintenance of the part.
Job Card References	Any job card related to the part.
Discrepancy References	Any discrepancy related to the part.
Part Final Dest.	Use the drop-down list box to specify the location where the part must be returned after the entire work is completed. · Return To Aircraft - Select this option to specify that the part must be returned to the customer's aircraft. · Return To Customer - Select this option to specify that the part must be returned to the customer.
Receipt Comments	Details of its condition at the time of receipt of the part for maintenance.
Notes	More details on the maintenance of the part with regard to the customer order,

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

The system displays this multiline only if the Request # id of type Order / Quotation / Bid and Request For is : Repair / Exchange /Sale /Rental and Applicability is 'Part'

Processed Doc. Type	The type of the document which is the Bid contract.
Processed Doc. #	The number identifying the Sale Contract #/ Revision # as in the Sale Contract .
Doc. Status Indicates	The status of the Bid Contract Setup

Select the “Evaluate Contract” pushbutton to evaluate whether given contract in Sale Contract field is valid for the Customer order.

Select the “Update Order Details” pushbutton to save the details against the customer order.

The status of the customer order is set to “Draft”, if the necessary information in the other tabs including Order Terms, Order Ref. Info. has not been recorded yet. The status is also set to “Draft”, if the customer order was generated from a customer goods receipt or work order.

The status of the customer order becomes “Fresh” when all the required information is provided by the user.

If you have made changes to a customer order that is already approved or processed (status = ”Approved”/”Processed”), a subsequent revision for the customer order is created by the system. However, the revision number remains the same when you make changes in the customer order that is in “Draft” or “Fresh” status.

The system performs the following:

· Saves all the order details against the Customer Order # and Revision # generated.

· Does not allow modification of the “Execution Facility”, “Primary Work Center” , “Stock Status” if the following conditions are true:

1. The root execution document is already associated to a Customer Order.

2. An execution document has already been generated against the customer order.

· Does not allow modifications to the Customer PO # if a Customer Goods Receipt has already been generated for the Customer Order.

Enter the following details in the “Object Info.” section:

Ack. Remarks

Notes pertaining to the acknowledgement of Customer Order

Work Requet Info. section

Select the “Work Request Info.” section

Enter the following details in the “Cust. Req. Info.” section:

Order Priority

Use the drop-down list box Use the drop-down list box to select the priority assigned to the order. The system lists all the active priorities as defined in the 'Manage Priority Codes' activity under the 'Logistics Common Master' business component.

The system displays the following field:

Cust. Rqd. Date

The date on which the customer order must be completed as required by the customer. Note: The date you specify must not be earlier than the customer order date.

Enter the following fields:

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.

Order Category

Use the drop-down list box select the category of the order. The system lists all the active entities with Entity Type as 'Category' in 'Define Process Entities' activity under the 'Common Master' business component

By default the system leaves this field blank.

Warranty Requested

Use the drop-down list box to select whether warranty is requested. You can select from “Yes” or “No”.

The system displays the following field:

Under Warranty?

Indicates whether the customer is under warranty which could be yes or No

Warranty Instance

Indicates the document number of the warranty.

Warranty

Notes

Details of the warranty agreement for the customer order.

Work Requested Info” multiline

Work Requested Info. Multiline (Work Requested Info tab)

Task #

The task to be executed for the customer order.

Help facility available

The system displays the following fields in the “Work Requested Info” multiline:

Task Description	The short name or description of the task.
WBS Code	The WBS code for the task as defined in the Maintenance Task component.
Notes	Additional details on the execution/guidelines for the task.

Click the “Update Order Details” pushbutton to save the details entered in Order Details Tab.

Order Terms tab

Select the “Billing & Warranty Terms” tab section to _record billing and warranty details.

Select the “Shipping Terms” tab to _record shipping details.

Click the ‘Update Billing & Warranty Terms’ pushbutton to save the details of billing and warranty.

Click the ‘Shipping Terms’ pushbutton to save the Shipping details.

Billing and Warranty Terms Tab

Enter the following fields in the ‘Billing & Warranty" Terms’ section:

Bill To Customer #	Use the drop-down list box to select the customer to whom the service must be billed, Mandatory. The system lists all bill to customer #s defined for the customer in the Customer component.
Bill To Address ID	Use the drop-down list box to select the address to which the bill must be dispatched, Mandatory. The drop-down list box displays “Adhoc” as well as all bill to addresses defined for the customer in the Customer component.

The system displays the following field:

Address

The address of the customer.

Enter the following fields in the ‘Billing Terms’ section:

Contact Person

The point of contact for the customer. s

Pay Term

The code identifying the pay term to be associated with the customer order.

Help facility available

LC Appl. / LC #

Indicates the LC #' created for the respective Customer Order.

Select the hyperlinked LC # to launch the “Manage Letter of Credit” activity.

The system leaves this field if no letter of credit is created/available for the respective Customer Order.

The system displays the following field:

Warranty Agreement Ref.

The warranty agreement which is applicable for the part received against the customer

Enter the following fields in the ‘Warranty Terms’ section:

Warranty Start Ref. Date	Use the drop-down list box to select the start date from when the warranty period will be applicable The system lists the following options: Certification Date Shipment Date Issue Date WO Closure Date
Warranty Start Date	The actual start date for that instance from when the warranty period will be applicable.
Coverage	Use the drop-down list box to entities that will be covered under the warranty agreement. The system lists the following options: · Labour · Material · Both By default the system leaves this field blank.
Valid For	Use the drop-down list box to UOM based on which the warranty applicable period will be calculated. The system lists the following options: · Days · Weeks · Months · Years By default the system leaves this field blank.
	Use the drop-down list box
Parameter	Use the drop-down list box to select the parameter based on which the warranty is agreed upon. The system lists all the active parameters for the parameter type 'Consumption' in 'View Parameter' activity under the 'Aircraft' business Component.
	Use the drop-down list box
Notes	Additional information on warranty for the customer order.

Shipping Terms Tab

Enter the following fields in the ‘Shipping Terms’ section:

Ship To Customer #	Use the drop-down list box to select the customer to whom the part after due maintenance must be shipped, Mandatory. The system lists all ship to customer #s defined for the customer in the Customer component.
Ship To Address ID	Use the drop-down list box to select the address to which part after due maintenance must be shipped, Mandatory. The drop-down list box displays “Adhoc” as well as all ship to addresses defined for the customer in the Customer component.

The system displays the following field:

Address

Enter the following fields in the ‘Shipping Terms’ section:

Contact Person	The point of contact for the customer.
Station	The station assigned to the customer. Help facility available
Delivery Point	The delivery area for the ship to address of the customer. Help facility available
INCO Terms	Use the drop-down list box to select the standard INCO term applicable for the shipping of the part. The system lists all the active INCO terms as defined in the 'Manage INCO Terms' activity under the 'Logistics Common Master' business component.

Enter the following fields in the ‘Outbound Delivery Terms’ section:

Carrier/Agency #	The code of carrier to be used for serviced goods shipment.
Shipping Method	Use the drop-down list box to select the mode of shipment of parts/aircraft after due maintenance.
Package Codes	Use the drop-down list box to select the packaging code for parts/aircraft.
Shipping Payment	Use the drop-down list box and select the payment option for shipment. The system lists the options “Account”, “Collect”, “Recipient”, “Sender” and “Third Party”.
Account #	Use the drop-down list box and select the sender / recipient account number. The system lists values based on the selection of Shipping Payment. If Shipping Payment is selected as “Sender”, the system lists all the ‘Active’ Account # for the select the Carrier from the “Maintain Carrier Account Information” screen under the “Logistics Common Master” business component. If Shipping Payment is selected as “Recipient”, the system lists all the ‘Active’ Account # for the selected Carrier - Trading Partner combination from the “Maintain Carrier Account Information for Supplier/Customer” screen under the “Supplier” business component.
Freight Billable?	Use the drop-down list box to select whether the freight charge is billable to the customer or not. The system provides the options “Yes” and “No”.
Freight Term?	Use the drop-down list box to select the freight term applicable to the serviceable part. The system lists the freight terms defined for the entity type “Freight Term“ in the “Category” business component.
Packaging Notes	Any additional information on the packaging of the serviced part.

ORDER REF. INFO TAB

The system displays the following fields in the multiline:

Stage	The prospecting stage of Execution Document for the customer order.
Ref. Doc. Type/Ref. Doc. #	The type of the linked document for the Customer order, such as purchase request, purchase order, AME Ref. #, shop work order , repair order, child work order, Supplier Invoice, Journal Voucher, Scrap Note, Shipping Note, Advance Shipping Note etc..
Status	Current Status of the Execution/Reference Document for the Customer Order
Object Ref.	Part/Aircrat Info with quantity related to that execution document
Exec. Facility	Indicates whether execution facility for Execution Document is either Internal or External. Displays Primary WC# if it is internal and Displays Repair Agency # if it is external
View Docs	Any documents that are attached against the execution/reference document can be viewed on click of view docs
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.

Pre-requisites

Access to the Manage Screen Default and Preferences activity to set preferences or use the Customer Order Management Hub to assign responsibility.