Estimating work scope for a customer order

This page allows you to estimate work scope for customer order. Tell me more.

Select the “Edit Estimates” link in the “Select Customer Order” page.

The “Edit Estimate" 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 “Customer Order Details” group box:

Customer Order #	The number identifying the customer order for which estimation must be done
Amendment #	The number identifying the amendment of the customer order
Order Description	The textual description of the customer order Zoom facility available
Ordering Point	The organizational unit in which the customer order is created

Enter the following fields:

User Status

Use the drop-down list box to select the user status of the customer order. The system lists all ‘active’ quick codes of the “User Status” quick code type created in the “Create Quick Codes” activity.

The system displays the following fields:

Aircraft Reg. #	The registration number of the aircraft against which the customer order was created, in the case of “Aircraft” order applicability.
Order Applicability	The applicability of the customer order, which could be “Aircraft”, “Engine”, “Component” or “Others”.

Enter the following fields:

Quotation Required?	Use the drop-down list box whether the quotation is required for a customer order or not. The system lists the options “yes” and “No”.
Customer Order Line #	Use the drop-down list box to select the customer order line number for estimation. The system lists all the customer order line numbers associated with the customer order in the “Create Customer Order” page. The system lists only the line numbers with the “Estimation Required (Y/N)” field set as “Yes”.

Click the “Get Details” pushbutton to retrieve the customer order line number details.

The system displays the following field:

Work Description / Customer Task Card #

The description of the work or the number identifying the customer task number.

Enter the following fields in the “Work Scope Details” multiline:

Work Unit #	The number identifying the work unit that must be performed on the maintenance object (Alphanumeric, 40) If the work unit is of type “Task”, then ensure that the task number entered in this field ” is already defined in the “Maintenance Task” business component and is in the “Active” status. The revision number of the task, if any, should be a valid revision number for the task. If the work unit is of type “Standard Procedure”, then ensure that the standard procedure number entered in this field is already defined in the “Maintenance Task” business component and is in the “Active” status. If the work unit is of type “Aircraft Work Package”, then ensure that the aircraft work package number entered in this field is already defined in the “Maintenance Program” business component and is in the “Active” status. If the work unit is of type “Component Work Package”, then ensure that the component work package number entered in this field is already defined in the “Component Maintenance Program” business component and is in the “Active” status. If the work unit is of type “Engineering Order”, then ensure that the engineering order number entered in this field is already defined in the “Engineering Order” business component and is in the “Active” status. If the work unit is of type “Maintenance Change Request”, then ensure that the maintenance change request number entered in this field is already defined in the “Maintenance Change Request” business component and is in the “Active” status. Help facility available
Revision #	The revision number of the work unit (Alphanumeric, 40)
Maintenance Type	The maintenance type of the work unit. The system lists the following: Overhaul – indicates that the work unit is carried out for overhauling Repair – indicates that the work unit is carried out for repairing Inspection – indicates that the work unit is carried out for inspection Others – indicates that the work unit is carried out to perform other maintenance jobs.
Primary?	Use the drop-down list box to specify the primary task of the customer order related to the line number. The system lists “yes” and “No”. Note the following: Only one unmapped work unit must be specified if the “Yes” is specified in this field. This field can be modified only for work units that are not mapped. This field must be set as “Yes” if the no value is displayed in the “Customer Order #’ in the header.

The system displays the following field:

Parent Task#	The task to which the other tasks are related.
Relationship Type	The planning and execution relationship between the parent task and the other related tasks.
Est. Man Hrs.	The man hours estimated to complete the work unit

Enter the following fields:

Billable (Y/N)

Use the drop-down list box to specify whether work unit execution must be billed or not. The system lists the options “Yes” and “No”.

The system displays the following fields in the multiline:

Customer Task Card #	The number identifying the customer task card.
Est. Elapsed Time	The time estimated to complete the work unit. (Decimal).
Work Unit Desc	The textual description of the work unit.

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

The system displays the following fields below the multiline:

Work Requested	Any remarks pertaining to the work requested by the customer.
Work Restriction	Any remarks pertaining to the work restriction specified by the customer.
Other Instructions	Any additional comments pertaining to the work scope.

Click the “Edit Work Scope” pushbutton to save the work scope details.

Note: The existing work unit details cannot be modified. Only the pricing details of the work order is allowed to be modified.

For the valid work units in the multiline and the maintenance object e.g. aircraft or component specified in the header, the system performs the following:

For the aircraft work package, the system retrieves the work package level part/resource requirements from the “Aircraft Maintenance Program” business component, and the standard procedure and task level requirements from the “Maintenance Task” business component.
For the component work package, the system retrieves the work package level part/resource requirements from the “Component Maintenance Program” business component and the standard procedure and task level requirements from the “Component Maintenance Program” business component or from the “Maintenance Task” business component based on the availability.

To Proceed carry out the following:

Select the “View Consolidated Materials Requirements” link at the bottom of the page to view consolidated material requirements for 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 “Edit Object Details” link at the bottom of the page to enter details for the maintenance object for which the customer order is created.

Estimating work scope for a customer order – An overview

This page enables you to furnish detailed work scope information for a customer order line number. This information can be entered only for a customer order whose estimation status is “Pending” and order status is “Fresh”.

The work units, which must be performed as a part of the maintenance service work, are attached to the customer order in the “Create Customer Order” page. Each work unit is assigned a customer order line number, by which it is referred to in other activities. In this page, you can furnish detailed work scope information for the customer order line number.

While entering work unit information, you can specify work unit number, work unit type, revision number and estimated man hours. The system computes the price when the “Compute Price” pushbutton is clicked for the customer order number in the “Customer Order” business component, according to the inputs supplied.

What you can do in this page

Estimate work scope

Identify whether work unit is billable or not

Estimate work scope

You can enter detailed work scope information for a customer order line number associated with the customer order.

Select the “Customer Order Line #” field.
Furnish the details of the work units in the “Work Unit Details” multiline.

Identify whether work unit is billable or not

You can identify whether a particular work unit is billable or not, and enter pricing information.

Select “Yes” from “Billable (Y/N)” field.
Enter the flat and estimated material price details.
Enter the flat and estimated resource price details.