Editing additional work scope details

Select the “Edit Additional Workscope” link at the bottom of “Amend Customer Order” page.

The “Edit Additional Workscope” page appears.

The system displays the following field:

Date Format

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

The system displays the following fields in the “Search Criteria” group box:

Customer Order #	The number identifying the customer order with which the additional work scope is associated.
Amendment #	The number identifying the amendment of the customer order.
Customer Order Desc.	The textual description of the customer order.
Customer #	The code of the customer for whom the customer order is being created.

Click the “Get Details” pushbutton, to display the Additional WorkScope Details in the multiline.

Note: If “Approval of Additional Workscope” is set as ‘Required’ or ‘As Required’, the system updates the status as "Approved" or "Rejected" or "Quote Rejected" whichever is applicable against each workunit.

Note: For workunits, which require authorization and has not been "Authorized" the system updates the status as "Pending Authorization". If “Approval of Additional Workscope” is set as "Not Required" then the system updates the Authorization status as "Not Required".

The system displays the following in the “Additional WorkScope Details” multiline:

CO Line #	The Line number of the customer order.
Work Unit #	The number identifying the work unit that must be performed on the maintenance object.
Work Unit Type	The type to which the work unit belongs.
Revision #	The revision number of the work unit.
Description	The textual description of the work unit.
Execution Order #	The number identifying the execution order document.
Execution Order Type	The type to which the execution order belongs. The Execution Order can be of the type ‘Hangar Work Order’, ‘Visit Package’, ’Component Work Order’ or ‘Work Scope’.
Execution Location	The organizational unit in which the execution of maintenance work is carried out.
Est. Man Hrs.	The man-hours estimated for maintenance work execution.
Billable?	Use the drop-down list box to specify whether the work unit is billable or not. The system lists the options “Yes” and “No”. The system displays the option “Yes” by default.
Quotation Required?	Use the drop-down list box to specify whether quotation for work unit is required or not. The system lists the options “Yes” and “No”.

Note: If “Approve of Additional Workscope” field is set as 'Required' or 'As Required' for “Customer Order #”, the system displays the option “Yes” by default in “Quotation Required?”. If “Approve of Additional Workscope” field is set as 'Not Required’, the system displays the option “No” by default.

Part #	The part to which the component belongs.
Serial #	The serial number of the component on which the maintenance is carried out.
Lot #	Lot number refers to a unique identifier given to a set of parts received from the supplier in a particular instance.
Shop Job Type	The system displays any one of the following shop job types: “Make” indicates that a new part must be manufactured. “Piece” indicates that maintenance must be carried out for a non-component part.
Aircraft Reg #	The registration number of the aircraft against which the customer order was created.
Model #	The model to which the aircraft belongs.
Estimated Total	The total amount estimated for work unit execution.
Authorization Status	The authorization status of work unit, which could be “Approved”, or “Pending Authorization”.

Click the “Edit Additional Workscope” pushbutton to save the modified additional work scope information.

For each row in the multiline, the system updates the “Quotation Required?” and “Billable?” maintained against each “CO Line #” and “Work unit #”. If “Billable?” field is set as “No”, the system updates the “Estimated Total” against the work unit as zero.

For each work unit if the “Quotation Required?” field is set as “No”, then the system updates the Quotation Status as "Not Required" for that work unit.

If a work unit has “Quotation Required?” set as “Yes” and “Billable?” set as “No”, then the system updates the Quotation status as "Not Required" for that work unit.

For each work-unit if “Billable?” is set as 'Yes' then based on “Quotation Required?” the system updates the quotation status for each workunit based on the following logic:

For those “Work Unit #” which have “Quotation Required?” set as “Yes”, the system updates the quotation status as "Pending Material” and “Labour Estimates" only if the “Customer Order #” has its 'Invoice Applicable?' value set as "Yes", and the work unit added has both part requirements and resource requirements defined in its respective masters like ‘Aircraft Work Package’, ‘Task Master’ etc.
For those “Work Unit #” which have “Quotation Required” set as “Yes”, and there are no part requirements identified for that work unit in respective “Master” business component, then the system updates the quotation status as "Pending Labour Estimates" if the “Customer Order #” has its 'Invoice Applicable?' value set as "Yes".
For those “Work Unit #” which have “Quotation Required?” set as “Yes”, the system updates the quotation status as "Pending Material Estimates”, only if “Customer Order #” has its 'Invoice Applicable?' value set as "Yes", and the work unit added has part requirements available and resource requirements is not defined.

For a work unit if 'Billable?' is set as "No", then the system updates and saves the value in “Quotation Required?” as "No", and Quotation status as "Not Required".

If all work units is added from the execution document and the “Quotation Required?” is set as “No” or “Billable” as “No” then the system updates the authorization status of the work unit and corresponding execution document as Authorized.

For any work unit, if the Quotation status is "Quoted" and if “Quotation Required?” or “Billable?” field is changed from “Yes” to “No” then the system updates the Customer order quotation status as “Pending Quotation”. For any work unit, if the Quotation status is set as "Not Required" and if “Quotation Required?” or “Billable?” field is changed from “No” to “Yes” then the system updates the customer order Quotation status as "Pending Quotation".

The system updates the sum of the “Estimated Total” for all work units, which Billable marked as “yes”, as “Basic Value Original/Addln” in “Amend Customer Order” page.

To proceed carry out the following:

Select the "Prepare Quote" link at the bottom of the page to prepare the quotation for resources utilized.