Selecting customer order

This page allows you to select a customer order to enter estimation details and prepare quotation. Tell me more.

Select the “Prepare Quotation” link under the “Customer Order Management” business component.

The “Select Customer Order” 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.

To search for a customer order

Enter the following fields in the “Search Criteria” group box, to search for a customer order. Data entry in the following fields is optional:

Customer Order #	The number of the customer order (Alphanumeric, 40). You can enter the customer order number in full or specify it partially using the “*” character. The system retrieves all customer order numbers that are similar to the number entered here.
Amendment #	The amendment number of the customer order (Integer). The system retrieves the customer orders with the amendment number specified here.
Order Description	The textual description of the customer order. (Alphanumeric, 150)
Order Date <=	The date on which the customer order was created. (Date Format)
Customer #	The code identifying the customer for whom the customer order was created (Alphanumeric, 18). You can enter the customer code in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the customer code entered here.
Customer Name	The name of the customer for whom the customer order was created (Alphanumeric, 30). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the customer name entered here.
Aircraft Reg. #	The aircraft registration number against which the customer order was created (Alphanumeric, 30). You can enter the aircraft registration number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the aircraft registration number entered here.
Part #	The part number against which the customer order is created (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all customer order numbers with the part number entered here.
Priority	Use the drop-down list box to select the priority of the customer order. The system lists all the active priorities defined in the “Common Masters” business component. The system leaves the field blank by default.
Order Applicability	Use the drop-down list box to select the order applicability. The system lists the following: Aircraft – to perform maintenance service on aircraft Engine – to perform maintenance service on engine Component – to perform maintenance service on component. Others – to perform services on non-component items. The system leaves the field blank by default.
User Status	Use the drop-down list box to select the user status of the customer order. The system lists all the “Active” user statuses that are defined in the “Create Quick Codes” activity of the “Customer Order” business component. The system retrieves the customer orders with the user status selected here. The system leaves the field blank by default.
Order Category	Use the drop-down list box to select the category to which the customer order belongs. The system lists all the “Active” order categories that are defined in the “Create Quick Codes” activity of the “Customer Order” business component. The system retrieves the customer orders with the category selected here. The system leaves the field blank by default.
Quotation Status	Use the drop-down list box to select the quotation status of the customer order. The system lists the options: “Pending Quote”, ”Quoted” or “Partially Quoted”. The system leaves the field blank by default.
Ordering Point	Use the drop-down list box to select the organizational unit in which the customer order is created. The system lists all organizational units in which the customer orders can be created. The system retrieves all customer order numbers created in the ordering point selected. The system leaves the field blank by default.

Click the “Search” pushbutton, to display the search results in the multiline.

The system displays the following in the “Search Results” multiline:

Note: The system retrieves the customer orders whose order date is less than the date specified in the “Order Date <=” field.

Note: The system retrieves only the customer orders in the “Fresh” order status and the “Pending” estimation status.

Note: The system retrieves those customer orders that are in “Processed” status, only if the following conditions are satisfied:

The Execution Facility is set as “External” in the “Customer Order” business component.
The quotation status of the repair order associated with the customer order is “Quoted”
The status of the repair order is set as “Under Authorization” in the “Repair Order” business component.

Note: The system considers those customer orders that are in “Confirmed” status, only if the customer order type is either “Bid” or “Prospect” as defined in the “Customer Order” business component.

Customer Order #	The customer order defined in the system
Order Description	The textual description of the customer order
Amendment #	The amendment number of the customer order
Quotation Status	The status of the quotation, which could be “Pending Quote”, “Quoted” or “Partially Quoted”.
Order Applicability	The maintenance object to which the customer order is applicable, which could be “Aircraft”, “Component”, “Engine” or "Others".
Order Date	The date on which the customer order was created.
Aircraft Reg. #	The aircraft registration number against which the customer order was created
Part #	The part number against which the customer order was created
Customer #	The code of the customer for whom the customer order was created
Customer Name	The name of the customer
Order Category	The category to which the customer order belongs
User Status	The user status of the customer order
Quotation Revision Count	The number of times the quotation has been revised.

Note: The system retrieves the quotation revision count as the number of times the quotation for the customer order is changed from “Quoted” status to “Pending Quote” status.

Total Order Value

The total value of the customer order.

The system calculates the total order value based on the following formula:

Total Value = Basic Value + Total Taxes + Total Charges – Total Discount, where the Basic Value is calculated using the formula,

Basic Value = Total Material Price + Total Resource Price + Total Miscellaneous Price.

Ordering Point

The organizational unit in which the customer order is created.

Check the box in the “Select” column of the multiline to select the customer order for estimation.

Note: Ensure that at least one record exists in the multiline.

Click the “Compute Price” pushbutton to compute the quotation price.

Note: For each selected customer order number, the system ensures that the work content details are defined for all the customer order line numbers.

Note: The system does not perform price computation if the invoice status for the customer order is "Invoiced".

To proceed, carry out the following:

Select the “Edit Estimates” link at the bottom of the page to provide detailed work scope information for a customer order line number.
Select the “Prepare Quote” link at the bottom of the page to prepare the quotation for the resources utilized.
Select the “Prepare Material Quote” link at the bottom of the page to prepare the material quotation.

Selecting customer order - An overview

In this page you can select a customer order to enter estimation details and prepare quotation. You can furnish detailed work scope information for a customer order line number. You can also prepare quotation for resources utilized or for materials, against the customer order selected using this page.