Creating customer order
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This page enables you to create a customer order. Tell me more.
Select the “Create Customer Order” link under the “Customer Order” business component.
The “Create Customer Order” page appears.
The system displays the following field:
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Date Format |
The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default. |
The system displays the following field in the “Customer Order Details” group box, upon creating the customer order:
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Customer Order # |
A unique number identifying the customer order. This number is generated and displayed by the system, when you click the “Create Customer Order” pushbutton. The number is displayed with its corresponding prefix and suffix of the numbering type selected. The number is incremented from the last number available in the “Document Numbering Class” business component. |
Enter the following fields:
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Numbering Type |
Use the drop-down list box to select the numbering type for generating the customer order number. The system lists all the numbering types defined for the “Customer Order” transaction type in the “Create Numbering Class” activity of the “Document Numbering Class” business component that are valid on the current date. Data selection in this field is mandatory. |
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Order Description |
The textual description of the customer order (Alphanumeric, 80). Mandatory. Zoom facility available |
The system displays the following field upon creating the customer order :
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Status |
The status of the customer order, which could be “Fresh” or “Confirmed” |
Enter the following field:
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Customer # |
The code of the customer for whom the customer order is being created (Alphanumeric, 18). Mandatory. The customer code must have been already defined in the “Create Customer Record” activity of the “Customer” business component and should be in the “Active” operational status. Help facility available |
The system displays the following field:
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Customer Name |
The name of the customer |
Enter the following fields:
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Delivery Area |
Use the drop-down list box to select the area where the maintenance object must be shipped or delivered (Alphanumeric, 18) Mandatory. |
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Engagement Mode |
Use the drop-down list box to select any one of the following options
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Order Category |
Use the drop-down list box to specify the category of the customer order. The system lists all the ‘active’ quick codes of the “Order Category” quick code type created in the “Create Quick Codes” activity. |
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User Status |
Use the drop-down list box to specify the user status of the customer order. The system lists all the ‘active’ quick codes of the “User Status” quick code type created in the “Create Quick Codes” activity. |
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Order Date |
The date on which the customer order is created (Date Format) |
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Order Applicability |
Use the drop-down list box to select the order applicability. The system lists the following:
The system sets this field as “Aircraft” by default. |
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Currency |
Use the drop-down list box to identify the currency in which the customer transacts. The system lists all the currencies created in the “Maintain Currency Information” activity of the “Enterprise Setup” business component. |
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Order Type |
Use the drop-down list box to select any one of the following options:
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Expected Receipt Date |
The date on which the maintenance object will be received for service (Date Format). Mandatory. |
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Promised Delivery Date |
The date on which the serviced maintenance object will be delivered to the customer (Date Format). Mandatory. |
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Priority |
The level of urgency with which an activity has to be executed. Use the drop-down list box to select any one of the options. Example, “High”, “Low”, “Normal” etc. |
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Work Center Capability Check |
Use the drop-down list box to indicate whether work center capability must be checked or not. The system provides the options “Required” and “Not Required” and sets the field as “Required” by default. |
To proceed carry out the following:
Click the “Order Execution Details” tab to create the order execution details.
Click the “Object Details” tab to create the object details.
Click the “Work Units Details” tab to create the work unit details.
The system displays the following fields in the “Order Value Details” group box:
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Total Value |
The total value of the customer order. The system calculates the total value based on the following formula: Total Value = Basic Value + Misc. Cost +Tax + Charges – Discount. |
Enter the following fields:
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Price Held Firm Time |
The time frame for which the customer order is valid (Decimal). Use the drop-down list box to select the time unit. The time unit could be “Days”, “Weeks” and “Months”. |
The system displays the following field:
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Basic Value |
The basic value of the customer order. The system calculates the basic value based on the following formula: Basic Value = Total Resource Price + Total Material Price. |
Enter the following fields:
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Misc Cost |
The miscellaneous cost incurred on the customer order (Decimal) |
The system displays the following fields:
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Tax |
The tax that is applicable for customer order |
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Charges |
The charges levied on customer order |
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Discount |
The discount given on customer order |
Enter the following:
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Remarks |
Any remark pertaining to the customer order value (Decimal) Zoom facility available |
Enter the following field in the “Document Attachment Details” group box:
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File Name |
The file name of the document that you wish to attach to the customer order details (Alphanumeric, 18). Help and Zoom facility available |
Click the “View File” link provided alongside to view the file details.
Create Customer Order
Click the “Create Customer Order” pushbutton to create customer order details.
The system performs the following on updation:
Creates customer order with the information entered in the respective fields
Updates the default terms and conditions values as identified in the “Customer” business component, which will be reflected in the “Edit Terms and Conditions” page.
Updates the certificate details associated with the customer
Updates the part requirements for the work units entered in the multiline. Based on the work unit type, the part requirements are updated from “Maintenance Task”, “Maintenance Program”, “Component Maintenance Program” and “Engineering Order” business components respectively.
Updates the resource requirements for the work units entered in the multiline. Based on the work unit type, the resource requirements are updated from “Maintenance Task”, “Maintenance Program”, “Component Maintenance Program” and “Engineering Order” business components respectively.
Updates the details of parts supplied by customer from the “Customer” business component
Updates the quantity details: The parts supplied by customer are “Non-Billable” quantity whereas other parts come under “Billable Quantity” category.
Retrieves the taxes and charges details for the customer order from “Pricing Settings” business component
Updates the bill to and ship to address details for the customer order from the “Customer” business component
Sets the login organizational unit as “Ordering Point” for customer order
Assigns the “Fresh” status to customer order
If the “Spares Supplied By” field is set as “Customer”, the system updates:
the stock status for the parts specified in the “Edit Customer Part Master List” page in “Customer” business component, with the stock status specified in “Preferred Stock Status”, If the “Restriction Type” field is set as “Include” in the “Edit Customer Part Master List” page.
the parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.
the parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.
If “Spares Supplied By” field is set as “MRO Internal & Customer”, the system updates:
the stock status for the parts specified in “Edit Parts Supplied by Customer” page, with the stock status specified in “Preferred stock status”, If the “Restriction type” field is set as “Include” in the “Customer” component.
the parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” component.
the parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status, for the “Restriction Type” set as “Exclude”.
You must ensure the following before confirming customer order:
All mandatory information is entered.
The serial numbers for all the sub-components are specified, if the maintenance service work must be carried out on the sub-components.
Work center is identified for all sub-components with the “Execution Facility” set as “Internal”
Repair Shop is identified for all sub-components with the “Execution Facility” set as “External”
Work units and discrepancies are assigned to each line item number of the customer order.
Click the “Confirm Customer Order” pushbutton to confirm customer order details.
Note: You can select appropriate options in “Set Options” activity to authorize a customer order on confirmation. You can specify relevant options to process the customer order (auto creation of visit package, work scope or repair order) in the same activity.
The system performs the following on confirmation of customer order, according to the options selected in the “Set Options” activity:
Creates visit package, work scope or repair order if the “Automatic Creation of Visit Package”, “Automatic Creation of Work Scope” or “Automatic Creation of Repair Order” option is set as “On Confirm” in “Set Options” activity.
Creation of Visit package
When the customer order applicability is “Aircraft”, a visit package is created. The visit package is numbered according to the numbering type option set in “Set Options” activity. The work units and the sub-component details are updated for the visit package. The sub-components whose job type is identified as “Off-Wing” are updated as “Component Replacement” jobs. The part and resource requirements for the work units are updated. In addition to these, the stock status and warehouse details are updated for the visit package from the “Customer” business component. The status of the visit package is set as “Fresh”.
Creation of Work Scope
For the sub-components associated with the customer order whose “Execution Facility” is marked as “Internal”, work scope is created to carry out the maintenance work. The work scope contains the details of all work units that must be carried out on the component. The work scope is numbered according to the numbering type option set in “Set Options” activity. One work scope is created for each component along with the work units. The part and resource requirements for the work units in the work scope are updated. The stock status and warehouse details are updated for the work scope from the “Customer” business component. The status of the work scope is set as “Fresh”.
Creation of Repair Order
A repair order is created to send the component or engine for repair. The repair order is created for all components whose “Execution Facility” is marked as “External”. The repair order is numbered according to the numbering type option set in “Set Options” activity. The work units and associated discrepancies are copied into the repair order. The expected delivery date is updated as shipping date for the repair order and the terms and conditions details are updated from the “Supplier” business component.
Sets the status of the customer order as “Confirmed” on confirmation. If “Approval of Customer Order” is set as “Not Required” in “Set Options” activity, the system sets the status as “Authorized”.
Sets the status of the customer order as “Processed”, if visit package, work scope and repair order are created against the customer order.
If the “Spares Supplied By” field is set as “Customer”, the system updates:
the stock status for the parts specified in the “Edit Customer Part Master List” page in “Customer” business component, with the stock status specified in “Preferred Stock Status”, If the “Restriction Type” field is set as “Include” in the “Edit Customer Part Master List” page.
the parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.
the parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” business component.
If “Spares Supplied By” field is set as “MRO Internal & Customer”, the system updates:
the stock status for the parts specified in “Edit Parts Supplied by Customer” page, with the stock status specified in “Preferred stock status”, If the “Restriction type” field is set as “Include” in the “Customer” component.
the parts associated to the customer with the internal stock status mapped to preferred stock status based on order of preference specified, if the "Alternates?" field is set as "Yes" for the specified preferred stock status in the "UDSS" business component, for the “Restriction Type” set as “Exclude” in “Customer” component.
the parts associated to the customer with the default internal stock status specified in the "Set Options" activity of the "UDSS" business component, if the "Alternates?" field is set as "No" for the specified preferred stock status, for the “Restriction Type” set as “Exclude”.
The system updates the Quotation status of,
Work units of the customer order to “Quote Accepted”, if the “Quotation Required ?” field is set to “Yes” and the Quotation Status of the work units in the interacting Customer Order Management component is “Quoted” Accepted”.
Customer order to "Quote Accepted" in the interacting Customer Order Management component, if the Quotation Status of all work units in the customer order is "Quoted Accepted".
The system updates status and quotation status of the customer order to “Processed’ and “Not Required”; does not create any execution document (Work scope, Visit package, Repair order or Component work order) for the customer order, if the following conditions are true,
The customer order does not comprise of any work unit
The "Approval of Customer Order” is set to Not Required or Required and the “Automatic Creation of Visit Package or Repair order or Component Work Order or Work Scope” is set to Not Required, On Confirm or On Authorize in the Set Options activity.
Click the "Compute Price " pushbutton to compute pricing details for the customer order.
To proceed carry out the following:
Select the “Edit Terms & Conditions” link at the bottom of the page to specify terms and conditions for the customer order.
Select the “Edit Certificate Details” link at the bottom of the page to enter certificate information for the customer order.
Select the “Edit Parts Supplied by Customer” link at the bottom of the page to enter details of parts supplied by the customer.
Select the “Edit Address Details” link at the bottom of the page to enter the address details for the customer order.
Select the “Edit Estimates” link at the bottom of the page to map the customer task and the Internal task.
Select the “Edit Object Details” link at the bottom of the page to enter details for the maintenance object for which the customer order is created.
Select the “Edit TCD Details” link at the bottom of the page to enter taxes, charges and discount details for the customer order.
Select the “Edit Additional Charges” link at the bottom of the page to enter details of additional charges pertinent to the customer order.
Select the “View Consolidated Materials Requirements” link at the bottom of the page to view consolidated material requirements for the customer order.
Select the “Maintain Quality Audit” link at the bottom of the page to enter details of quality audit carried out on the customer order.
Select the “View Component Capability” link at the bottom of the page to know the work center- part number mapping details.
Select the “View Aircraft Model Capability” link at the bottom of the page to know work center- aircraft model mapping details.
Select the “View CO Cost History” link at the bottom of the page to know comprehensive details of cost pertinent to the customer order.
Select the “View Consolidated Resource Requirements” link at the bottom of the page to view consolidated resource requirements for the customer order.
Select the “View Customer Credit Information” link at the bottom of the page to know currency and credit limit details of the customer associated with the customer order.
Select the “View Task Card” link at the bottom of the page to view the task card created in the third party application.
Refer to the “Task Card Publisher” Online help for more details.
Select the “View AMM Reference” link at the bottom of the page, to view the details of aircraft maintenance manual for the task.
Creating customer order - An overview
This page enables you to create a customer order. A customer order is created to carry out maintenance service work as requested by customer on a particular aviation object.
Customer Order Details
You can select the numbering type based on which the customer order will be created. You can provide a unique description for the customer order. You can enter details such as customer code, customer representative code, customer order category, user status, customer order date and currency. You can specify the maintainable object for which the customer order is applicable, which could be “Aircraft”, “Component” or “Engine”. The date on which the maintainable object will be received for service and the date on which the serviced object will be delivered can also be specified.
Copying details from existing Customer Orders
You can create a customer order by copying details from customer orders that are already defined in the system. You can copy all or specific details from the existing customer order. You can specify the amendment number if the customer order is amended.
Reference Document Details
A purchase order or a quotation can serve as the reference document for a customer order. You can enter the purchase order number, purchase order date or quotation number. You can also specify other references in this page.
Aircraft Details
When the customer order is applicable for aircraft, you can enter aircraft registration number, manufacturer serial number, variable tab number, nose number and aircraft model number.
Component Details
You can enter part number, part serial number and customer part number when the customer order is applicable for “Component” or “Engine”.
Pricing Details
You can indicate whether invoice is applicable for the customer order and specify the service price list to be attached to the customer order.
Work Unit Details
The work units that must be performed on the aviation object can be specified. You can enter the work unit number, work unit type, revision number, repair process code, maintenance type, customer task card number, AMM/CMM item number, description, estimated time, time UOM and estimated man-hours for the work unit. If new work units are added during the execution phase, you can specify the estimated man-hours for that non-routine work unit. If you have set the “Estimation Required field to “Yes” then you can specify the work unit details in the “Customer Order Management” business component.
Apart from these, you can enter flat and estimated material price, flat and estimated resource price, embodiment fee, miscellaneous cost and remarks. .
Maintenance Location Details
You can specify the location in which the maintenance work will be carried out. To perform on-wing and off-wing jobs, you can enter the work center in which the maintenance work will be performed. You can enter repair order location in the case of outsourcing the component for repair.
You can enter additional details such as the supplier of spares, whether the cores must be returned or not, whether customer inspection is required or not, option regarding additional work scope approval, receiving location and warehouse, shipping location and other general instructions for the customer order.
Confirm Customer Order
You can confirm customer order in this page after creation. For more details, refer to the section Confirm Customer Order.
“Create Customer Record“ activity under “Customer“ business component
“Create Numbering Class” activity under “Document Numbering Class” business component
Identify receipt and delivery dates
Enter maintainable object details
Associate service price list with customer order
Identify maintenance location details
You can specify details of customer for which the customer order is created.
Enter the customer code in “Customer #” field.
Enter the Customer Representative code and name.
The maintainable object for which the customer order is applicable can be identified.
Select “Aircraft”, “Component” or “Engine” from “Order Applicability” drop-down list box to indicate that the customer order must be executed on aircraft, component or engine.
Identify receipt and delivery dates
You can enter the receipt and delivery dates for the aviation object to be serviced.
Enter the “Expected Receipt Date” and “Promised Delivery Date” fields.
You can copy details from an existing customer order into the current customer order.
Enter the customer order number and amendment number, if any.
Specify the copy options.
Enter maintainable object details
You can enter the aircraft or component that needs servicing.
Enter “Aircraft Details” or “Component Details” group box.
Associate service price list with customer order
You can associate with a customer order, the price list for the service provided through the customer order.
Enter “Service Price List #” field in the “Pricing Details” group box.
You can identify the work units to be performed on the aviation object.
Enter “Work Unit Details” multiline.
Identify maintenance location details
You can specify the locations in which the maintenance activity will be carried out.
Select the appropriate location from “Repair Order/ Exec. Location” field to indicate the organizational unit in which the object will be serviced.
Select the appropriate work center from “Execution Agency” field to indicate the work center in which the object will be serviced.