Maintaining customer correspondence

This page allows you to maintain the customer correspondence details. Tell me more.

Select the “Maintain Customer Correspondence” link in the “Select Customer Order” page. Alternatively you can select the hyperlinked customer order number in the multiline of the same page.

The “Maintain Customer Correspondence” 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 in the “Customer Order Details” group box:

Customer Order #

The number identifying the customer order.

Enter the following in the “Customer Order Details” group box:

Amendment #

Use the drop-down list box to select the amendment number of the customer order. The system lists all the amendment numbers that are applicable to the customer order. The system lists “0” as the only option, if the document has not yet been amended. By default, the system displays the latest amendment number applicable for the customer order.

Data selection in this field is mandatory.

The system displays the following:

Description	The textual description of the customer order.
Status	The status of the customer order.
Order Applicability	The applicability of the customer order that could be “Aircraft”, “Component”, “Engine” or “Others”.
Promised Delivery Date	The date on which the serviced maintenance object was delivered to the customer.
Priority	The priority of the customer order.
Order Currency	The currency of the customer order.

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

Customer #

The number identifying the customer for whom the correspondence details are to be recorded.

Customer Name

The name of the customer for whom the correspondence details are to be recorded.

Address

The address of the customer for whom the correspondence details are to be recorded.

Zoom facility available.

Enter the following details in the “Correspondence Details” multiline:

Date	The date on which the correspondence details are recorded (Date Format).
Customer Remarks	Any additional remarks provided by the customer with respect to the customer order (Alphanumeric, 255).
Operator Remarks	Any additional remarks provided by the operator with respect to the customer order (Alphanumeric, 255).
Special Instructions	Any additional instructions pertaining to the customer order (Alphanumeric, 255).

Note: Ensure that “Customer Remarks”, “Operator Remarks” or “Special Remarks” field is entered, if the “Date” is specified.

Contact Person	The name of the contact person (Alphanumeric, 80).
Phone	The phone number of the contact person (Alphanumeric, 18).
Correspondence Category	Use the drop-down list box to select the category of the customer correspondence. The system lists all the ‘Active’ quick codes of type “Correspondence Category” as defined in the login organization unit or “Customer Order” business component. The system leaves the field blank by default.
Correspondence Status	Use the drop-down list box to select the status of the customer correspondence. The system lists all the ‘Active’ quick codes of type “Correspondence Status” as defined in the Login OU or “Customer Order” business component. The system leaves the field blank by default.
References	The references regarding the customer correspondence details (Alphanumeric, 255).
Attended By	The name of the employee who attended the queries of the customer regarding the customer order (Alphanumeric, 80). Help facility available.

Note: Ensure that atleast one record exists in the multiline.

Check the box in the “select” column of the multiline, to select a record for deletion.
Click the Delete icon in the tool bar above the multiline, to delete the selected record.
Click the “Maintain Customer Correspondence” pushbutton to record the customer correspondence details for the customer order.

Note: The system throws an error message if any other concurrent user simultaneously tries to modify the record.

The system checks that the Customer Order # - Amendment # is a valid combination as defined in the “Customer Order” business component. Else, the system throws an error message.

You can record the correspondence details for a customer order only if the customer order is in “Fresh”, “Under Amendment”, “Confirmed”, “Authorized” or “Closed” status.

Note: For customer orders in “Processed” and/or “Completed” status, the system checks whether the customer order document has maximum amendment number with the amendment status as “Under Amendment”. If yes, then the system allows you to record the correspondence information against the amendment number. Otherwise, the system throws an error message on clicking the pushbutton.

The system displays the following fields in the Record Statistics group box:

Last Modified By	The name of the user who last modified the document.
Last Modified Date	The date on which the document was last modified.