Updating order statistics and portal details

Using this tab you can update the statistics and portal details for the customer order.

Select the “Order Statistics & Portal Details” tab in the main page.

The system displays the following details in the “Order Statistics” group box:

No of Planned Tasks	The total number of tasks applicable to work order or repair order, created with reference to the customer order whose job status is “Planned”.
No of Invoiced Tasks	The total number of tasks that are in “Released” status.
No of Execution Documents Generated	The total number of execution documents such as work order or repair order that are created with reference to the customer order.
Order Within Budget?	Indicates whether the execution of work order is with in budget. The system displays the value “Within Budget”, if the sum of the total invoiced amount and the invoiceable amount for billing head is within the Total Order Value limit set for the customer order. Else, the system displays the value “Budgeted Amount Exceeded”
No of Unplanned Tasks	The total number of unplanned tasks created with reference to the customer order.
No of Pending Invoiced Tasks	The total number of pending invoiced tasks. The system displays the difference between the total tasks (Planned and Unplanned) and total number of invoiced tasks.
No of Execution Documents Closed	The total number of execution documents with reference to the customer order, which are closed on the current system date.
Schedule Variation?	Indicates whether there is any variation in schedule in the delivery of serviced maintenance object to the customer. The system displays the value “Within Sch.”, if the promised delivery date is greater than the current system date. Else the system displays the value “Sch Overrun”.

The system displays the following field in the “Customer Portal Details” group box:

Promised Delivery Date

The date on which the serviced maintenance object was delivered to the customer.

Enter the following details:

Expected Delivery Date

The expected delivery date of the serviced maintenance object to the customer (Date Format). Ensure that the date format entered here is same as that set in the “User Preference” business component for the login user ID.

Portal Comments

Any additional comments pertaining to the portal details of the customer order (Alphanumeric, 255). Entry in this field is mandatory, if the “Expected Delivery Date” is later than the “Promised Delivery Date”.

Zoom facility available.

% Completion

The percentage of completion of the work order (Integer). The value entered here must be between 0 and 100.

Click the “Update Portal Details” pushbutton to update the portal details of the customer order.

To proceed carry out the following:

Click the “Work Content Details” tab in the “Initiate Invoice Processing” page to update the work content details.
Click the “Order Summary: Till Date” tab in the “Initiate Invoice Processing” page to update the billing details for the customer order.