Processing customer order

You can process a customer order in this page. Tell me more.

Click the hyperlinked customer order in the multiline of the “Select Customer Order” page.

The “Process Customer Order” page appears.

The system displays the following fields in the “Customer Order Details” group box:

Customer Order #	The number identifying the customer order that needs to be processed
Amendment #	The number identifying the amendment of the customer order
Description	The textual description of the customer order Zoom facility available
Order Category	The category to which the customer order belongs.

Enter the following field:

Check Capability	Use the drop-down list box to specify whether work center capability must be checked or not. The system lists “Required” and “Not Required”. By default the system displays the value set in the “Customer Order” business component.
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.

Enter the following fields in the “Assign To Aircraft Exec. Document” group box:

Note: The “Aircraft Exec. Document” group box will not be displayed if the “Order Applicability” field in the “Select Customer Order” page of the current business component is set as “Engine’, “Component” or “Others”.

Package Type	Use the drop-down list box to specify the type of package against which the customer order is created. The system lists all the “active” package types defined in the “Configure Document Attributes” activity of the “Common Masters” business component.
Doc Cat	Use the drop-down list box to specify the document category against which the customer order is created. The system lists all the “active” categories with “Quick Code Type defined as “Execution Reference # Category” in the “Flight Log” business component.
Visit Category	Use the drop-down list box to specify the category for the visit package. Mandatory. The system lists all the ’active‘ quick codes that are of the type "Visit Category", as defined in the “Create Visit Category” activity of the “Central Planning” business component.
Visit Group	Use the drop-down list box to indicate the visit package group. Mandatory. The system lists all the ’active‘ quick codes that are of the type "Visit Group", as defined in the “Create Visit Group” activity of the “Visit Package” business component. By default, the system displays the value set for the customer order, if any, else leaves the field blank.
Execution Unit	Use the drop-down list box to select the organizational unit to which the visit package must be allotted. The system lists all organizational units in which the visit packages can be created.
Primary Work Center #	Use the drop-down list box to select the primary work center to which the visit package must be allotted. This work center indicates the place for maintenance execution. The system lists all the ’active‘ work centers associated with the execution units.

The system displays the following fields:

Aircraft Reg. #	The registration number of the aircraft against which the customer order was created
Model #	The model to which the aircraft belongs

Enter the following:

Title

The textual description of the visit package (Alphanumeric, 150)

Priority

Use the drop-down list box to select the priority of the customer order. Mandatory. The system lists all the active priorities defined in the “Common Masters” business component.

By default, the system displays the value set for the customer order, if any, else leaves the field blank.

Creation of visit package

Click “Create A/C Exec. DocumentVisit Package” pushbutton to create a visit package.

Note: A/C Exec. Document can be created only if:

The status of the customer order is other than “Processed”.
The “Order Applicability” field is set as “Aircraft” in the “Select Customer Order” page of the current business component.

The system performs the following when you click the “Create Visit Package” pushbutton:

Generates the visit package number according to the numbering type option set in “Set Options” activity.

Updates the work units and the sub-component details for the visit package.

Updates the sub-components with job type “Off-wing” as “Component Replacement” jobs.

Updates the part and resource requirements for the work units.
Updates the status of the work units to “Processed”.

Updates the stock status and warehouse details for the visit package.

Assigns the “Fresh” status to the visit package.
If there exists any Planned Start Date in the “Capacity Planning” business component, then the system updates that date as the Grounding Date of the Visit Package.
If the “Check Capability” for the work center is set as “Required”, the system ensures that the selected work center is capable of executing the particular work unit, based on the work unit-work center mapping defined in the “Work Center” business component.

Note: The system does not allow creation of the visit package, if the Order Applicability is set as other than “Aircraft”.

If the “Credit Check Action” is set as “Hold Order Acceptance” or “Hold Order & Shipping” in the “Customer” business component, the system allows processing of the customer order only if the following conditions are satisfied:

The difference between the total quoted value (If quotation is applicable) or the total order value for all the customer orders, and the credit limit must be positive.
The total quoted value (If quotation is applicable) or the total budgeted amount for the specified customer order, should be less than the credit limit or the single order limit specified for the customer.

Note: The system converts the credit check currency to the order currency based on the exchange rate specified in the “Exchange Rate” business component for the current system date, if the currency set for the single order limit and the total order limit is different from the customer order currency.

The system displays the following fields in the “Work Scope Details” multiline:

Note: The “Work Scope Details” group box will not be displayed if the “Order Applicability” field in the “Select Customer Order” page of the current business component is set as “Aircraft’

Part #	The part number to which the component belongs
Serial #	The serial number of the component

Enter the following fields:

Execution Facility

Use the drop-down list box to identify the execution facility for the component. The system lists the following:

External – to indicate that the maintenance work will be executed by the external facility
Internal – to indicate that the maintenance work will be executed by the internal facility

Enter the following fields when the “Execution Facility” is selected as “Internal”:

Execution Unit

Use the drop-down list box to indicate the organizational unit in which the maintenance job will be carried out. The system lists all organizational units in which the work centers can be created.

The values are listed in this field only when “Internal” is selected in the “Execution Facility” drop-down list box.

Execution Center

Execution Center # Use the drop-down list box to indicate the work center in which the maintenance job will be performed. The system lists all the work centers that are mapped to the login user and defined in the “Aircraft” business component. The system lists only those work centers that are of the type “Hangar”. “Bay” or “Others” and with Execution Capability “Hangar”, “Line” or “All”.

The values are listed in this field only when “Internal” is selected in the “Execution Facility” drop-down list box. By default the system displays the value set for the customer order.

The system displays the following:

Part Description	The textual description of the part.
Lot #	The lot number of the part.
Part Qty.	The quantity of the part.
Shop Job Type	The shop job type of the repair order, which could be “Make Part” or “Piece Part”.

Enter the following fields:

CWO Category

Use the drop-down list box to select the category to which the component work order belongs. The system lists all the ‘active’ quick codes that are of the type "Category", as defined in the “Component Work Order” business component.

By default, the system displays the value set for the customer order, if any, else leaves the field blank.

Note: Ensure that a value is selected in the above field, on clicking the “Create Component Work Order” pushbutton.

Work Scope Category

Use the drop-down list box to select the work scope category. Mandatory. The system lists all the ’active‘ quick codes that are of the type "Work Scope Category", as defined in the “Create Quick Codes” activity of the “Component Maintenance Planning” business component.

By default, the system displays the value set for the customer order, if any, else leaves the field blank.

The system displays the following:

Position Code

The position code to which the component is attached.

Enter the following fields when the “Execution Facility” is selected as “External”:

RO Location	Use the drop-down list box to select the organizational unit in which the repair order will be executed. The system lists all organizational units in which the repair order can be created. The values are listed in this field only when “External” is selected in the “Execution Facility” drop-down list box.
Repair Shop	The repair shop in which the repair will be carried out (Alphanumeric, 45). Ensure that the repair shop is already defined in the “Supplier” business component. Data entry in this field is mandatory. Help facility available
RO Category	Use the drop-down list box to select the category to which the repair order belongs. The system lists all the quick codes that are of the “Category”, as defined in the “Logistics Common Masters” business component. By default, the system displays the value set for the customer order, if any, else leaves the field blank.
RO Priority	Use the drop-down list box to select the priority of the repair order. The system lists all the priority options from the “Maintain Priority Codes” activity of “Logistic Common Master” business component and in the “Active” status. By default, the system displays the value set for the customer order, if any, else leaves the field blank.
Remarks	Any additional details pertaining to the work scope. (Alphanumeric, 150).

Check the box in the “Select” column of the multiline to mark the component for creating a work scope or repair order.

Creation of Work Scope

For the components whose execution facility is “Internal”, a work scope is created.

Click the “Create Work Scope” pushbutton to create a work scope.

The system performs the following when you click the “Create Work Scope” pushbutton:

The work scope is numbered according to the numbering type option set in the “Set Options” activity. 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”.
Generates the work scope number according to the numbering type option set in the “Set Options” activity.

Creates one work scope for each component along with the work units.
Updates the Work Scope Type as “Planned”.

Updates the part and resource requirements for the work units.
Updates the status of the work units to “Processed”.

Updates the stock status and warehouse details for the work scope.

Assigns the “Fresh” status to the work scope.
If there exists any Planned Start Date in the “Capacity Planning” business component, then the system updates that date as the schedule date of the Work Scope.
Ensures that a valid serial number exists for the part number specified in the multiline, if the Part Type of the part is “Component” and Order Applicability of the customer order is “Engine” or “Component”.
Ensures that no values are selected in the RO Priority and RO Category drop-down list boxes, on clicking the “Create Work Scope” pushbutton.
If the “Check Capability” for the work center is set as “Required”, the system ensures that the selected work center is capable of executing the particular work unit, based on the work unit-work center mapping defined in the “Work Center” business component.
If the “Credit Check Action” is set as “Hold Order Acceptance” or “Hold Order & Shipping” in the “Customer” business component, the system allows processing of the customer order only if the following conditions are satisfied:

The difference between the total quoted value (If quotation is applicable) or the total order value for all the customer orders, and the credit limit must be positive.
The total quoted value (If quotation is applicable) or the total budgeted amount for the specified customer order, should be less than the credit limit or the single order limit specified for the customer.

Note: The system does not allow creation of the work scope, if the Order Applicability is set as other than “Component” or “Engine”.

Creation of Repair order

For the components whose execution facility is “External”, a repair order is created.

Click the “Create Repair Order” pushbutton to create a repair order.

The system performs the following when you click the “Create Repair Order” pushbutton:

Generates the repair order number according to the numbering type option set in “Set Options” activity.
For the parts with Execution Facility set as “External”, the system generates the repair order in “Draft” status, if the “Automatic Creation of Repair Order” is set as "On Confirm” in the “Set Options” activity of the “Customer Order” business component.

Copies the work units and associated discrepancies into the repair order.
Updates the status of the work units to “Processed”.

Updates the expected delivery date as the shipping date for the repair order.

Updates the terms and conditions details for the repair order from the “Supplier” business component.

Ensures that the Order Applicability is set as either “Component”, “Engine” or “Others”.
Ensures that values are selected in the RO Priority and RO Category drop-down list boxes, on clicking the “Create Repair Order” pushbutton.
Ensures that the “Shop Job Type” is “Piece Part” or “Make Part” and the Part Type is “Component” for each record selected in the multiline.
Updates the Expected delivery Date as the Specified Shipping Date of the Repair Order.
Maintains the Quotation Status of the work units as “Pending Quotation”, if the “Quotation Required” is set as “Yes” and “Billable?” is set as “Yes”.
If the “Credit Check Action” is set as “Hold Order Acceptance” or “Hold Order & Shipping” in the “Customer” business component, the system allows processing of the customer order only if the following conditions are satisfied:

The difference between the total quoted value (If quotation is applicable) or the total order value for all the customer orders, and the credit limit must be positive.
The total quoted value (If quotation is applicable) or the total budgeted amount for the specified customer order, should be less than the credit limit or the single order limit specified for the customer.

Creation of Component Work Order

For the components whose execution facility is “Internal”, a component work order is created.

Click the “Component Work Order” pushbutton to create the component work order.

The system performs the following when you click the “Create Component Work Order” pushbutton:

Generates component work order number according to the numbering type option set in the “Set Options” activity
If there exists any Planned Start Date in the “Capacity Planning” business component, then the system updates that date as the Plannes Start Date of the component work order.
Ensures that the Order Applicability is set as “Others”.
If the “Check Capability” for the work center is set as “Required”, the system ensures that the selected work center is capable of executing the particular work unit, based on the work unit-work center mapping defined in the “Work Center” business component.
If the “Credit Check Action” is set as “Hold Order Acceptance” or “Hold Order & Shipping” in the “Customer” business component, the system allows processing of the customer order only if the following conditions are satisfied:

The difference between the total quoted value (If quotation is applicable) or the total order value for all the customer orders, and the credit limit must be positive.
The total quoted value (If quotation is applicable) or the total budgeted amount for the specified customer order, should be less than the credit limit or the single order limit specified for the customer.

If the Order Applicability is set as “Others” and the Shop Job Type is “Piece Part” for a specified part, the system ensures that the default piece part is specified in the “Aircraft” business component.
If the Order Applicability is set as “Others” and Shop Job Type is “Make Part” for a specified part, the system ensures that the default make part is specified in the “Aircraft” business component

Note: The system checks the following on the creation of a visit package, work scope, repair order or component work order:

If the “Approval of Customer Order” is set as “Not Required” in the “Set Options” activity of the “Customer Order” business component, and if “Advance Payable” is selected as “Yes” with the “Action On Non-payment” option set as “Hold Order Processing” in the “Edit Terms and Conditions” page, the system checks whether the advance is paid in the “Customer Prepayment Invoice” business component.
Updates the status of the customer order to “Processed”.

To proceed carry out the following:

Select the “Review Work Execution” link at the bottom of the page to review the work execution details
Select the “Edit Object Details” link at the bottom of the page to edit the maintenance object details.

Processing customer order – An overview

This page allows you to process a customer order into execution orders such as visit package, work scope and repair order. A customer order is ready for processing after it is confirmed or authorized.

Creation of Visit package

When the customer order applicability is “Aircraft”, a visit package is created for work execution. You can enter the visit package details such as visit category, title, execution location and primary work center for visit package creation. A “Fresh” visit package is created on updation. For more details refer to Creation of Visit Package.

Creation of Work Scope

For the sub-components associated with the customer order, a 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. One work scope is created for each component along with the work units. You can enter the execution location details for work scope creation. A “Fresh” work scope is created on updation. For more details refer to Creation of Work Scope.

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”. You can enter the repair order location and repair shop for repair order creation. A “Draft” repair order is created on updation. For more details refer to Creation of Repair Order.

Creation of Component Work Order

A component work order is created for carrying out maintenance work on the parts of part types component as well as non-components in a shop. The component work order is created for the components whose execution facility is set as “Internal”. For more details refer to Creation of Component Work Order.

Once the visit package, work scope or repair order is created, the customer order attains the “Processed” status

What you can do in this page

Create Visit Package

Create Work Scope

Create Repair Order

Create Component Work Order

Create Visit Package

You can create a visit package for carrying out the maintenance work on an aircraft

Enter the “Assign to Aircraft Visit Package” group box.

Create Work Scope

You can create a work scope for the component whose execution facility is “Internal”.

Select “Internal” from “Execution Facility” field in the “Work Scope Details” multiline.
Identify “Execution Unit” and “Execution Location” for work scope execution.
Click the “Create Work Scope” pushbutton.

Create Repair Order

You can create a repair order for the component whose execution facility is “External”.

Select “External” from the “Execution Facility” field in the “Work Scope Details” multiline.

Identify “RO Location” and “Repair Shop” for repair order execution.

Click the “Create Repair Order” pushbutton.

Create Component Work Order

You can create a component work order for the component whose execution facility is “Internal”.

Select “External” from the “Execution Facility” field in the “Work Scope Details” multiline.
Identify the "CWO Category" for creating component work order.
Click the "Create Component" Work Order pushbutton.

The system updates the status of the customer order as “Processed” if for the customer order, the Aircraft Maintenance Execution Reference document or the Visit Package, Work scope and Repair Order has been created.